Help Center
Getting Started
Welcome to the SME Cash Flow Management Tool. This guide will help you understand how to use our platform effectively.
- Set up your business profile
- Add your bank accounts
- Input your regular income and expenses
- Start tracking your cash flow
Key Features
Cash Flow Dashboard
View your current cash position, upcoming payments, and receivables at a glance.
Financial Forecasting
Project your future cash position based on historical data and planned transactions.
Invoice Management
Track pending invoices, payment status, and send payment reminders.
Expense Tracking
Monitor and categorize all business expenses for better financial control.
Common Questions
How do I add a new bank account?
Navigate to Settings → Bank Accounts → Add New Account. Follow the secure connection process to link your bank account.
How can I generate financial reports?
Go to the Reports section, select your desired report type and date range, then click Generate Report.
How do I set up recurring transactions?
In the Transactions section, click Add Recurring → Fill in the transaction details → Set frequency → Save.
Need More Help?
If you need additional assistance, you can:
- Email our support team at support@example.com
- Schedule a demo with our team
- Check our video tutorials
- Join our community forum