Help Center
How can we help?
Short, plain answers. If yours isn’t here, write to support@flocuity.com and a person will reply within three business days.
Getting started
Set up, and get your history in.
- Set up your forecast in about ten minutesWhat the setup asks for, and what to have ready.
- Upload a bank exportFile types, size, and what Flocuity does with the file.
- Connect your bankLink an account so transactions arrive on their own.
- Connect QuickBooks Online or XeroBring in open invoices and bills so you don’t type them twice.
- Connect SquareSquare’s deposits by weekday and, after a year of payouts, by season, its open invoices, and your team’s timecards.
- Connect StripeStripe’s payouts on their way and the next ones from what it holds, its open invoices, and your subscriptions.
- What connects, and what comes in another wayYour bank, QuickBooks Online, Xero, Square and Stripe connect. Payroll services, other card processors and QuickBooks Desktop come in another way.
Reading your forecast
The verdict, the cushion, and what feeds them.
- The verdict and your cushionHow Flocuity decides whether you are OK, and how to set the line.
- How the forecast is builtWhat goes in, on which dates, at what amounts, and what each outlook assumes.
- Simplified and Detailed viewsTwo ways of looking at one forecast, and how to switch.
- Bills, invoices and recurring itemsWhat feeds the forecast, and how to keep it right.
- Fix a transaction’s categoryCorrect it once and Flocuity remembers.
Planning ahead
Staffing, taxes, what-ifs and budgets.
- Use the Staffing ModelPayroll by person, planned hires, and who can see pay.
- Tax dates and the set-asidePut quarterly and yearly tax payments in the forecast ahead of time.
- Scenario PlanningTest a what-if before you commit to it.
- Set a budgetWhat each category should come to each month, beside the actual and the forecast.
Your account
People, billing and your data.
- Invite your team or your accountantRoles, what each can do, and how to send an invitation.
- Choose which emails you getThe Monday email, alerts, and the emails that are always sent.
- Turn on two-step sign-inAdd a code from your phone to your sign-in, and what to do if you lose the phone.
- Your trial, billing and cancelingWhen you’re charged, how to cancel, and what happens after.
- Export or delete your dataTake your numbers with you, leave a business, or remove everything.