The first-time setup wizard: organisation details, bank sync, Peppol, email and WhatsApp connections.
Receiving, reviewing, editing, approving and paying purchase (incoming) invoices, plus incoming credit notes and fraud warnings.
Creating, sending, tracking and correcting sales (outgoing) invoices, including recurrence, credit notes and branding.
Bank transactions, credit card statements and banking connections.
Approval rules, teams, roles and permissions.
User settings and organisation configuration.
Peppol, Spendesk, Slack, AdminPulse, API keys, OAuth and MCP connections.
All about getting your accounting done in Cashfeed
Purchase orders, PO matching and PO attachment settings.
Getting documents into Cashfeed, email forwarding and activity history.
Managing suppliers, verification prompts, trusted senders and Peppol IDs.
Searching across invoices, suppliers and other records.
Subscription plans, usage credits, billing tiers and the Stripe billing portal.
Accountants managing multiple client organisations from the accountant portal.
The in-app AI assistant for asking questions about your invoices, suppliers and transactions.
Email notifications, the weekly digest and in-app alerts and banners.
Logging in with email codes or SSO, approval magic links, and switching between organisations.
