How it works
If it's part of your subscription, we will issue you with cash reports, which we believe is the best way to understand your businesses cashflow.
You will need to ensure your bank accounts are connected at all times. If any of your bank accounts isn't connected, we won't be able to issue the report.
You will normally receive the report weekly by email.
If you see a report line item marked as Uncategorised, it means we need your assistance in identifying what the item is.
In spite of all our automation and controls, some errors can still get through to final figures. Should you see something you believe is incorrect, please let us know and we will send back documentation on whether it was an error and any other relevant context. If you would rather we treat a given item a different way, please let us know and we will guide you on the existing treatment as well as what your change would impact, before agreeing to the change.