How Do I Connect My Bank Account to PayFlow?

Steps to Connect Your Bank Account:

1. Log in to PayFlow and navigate to the "Bank Accounts" section in the settings.
2. Click on "Add Bank Account."
3. Select your bank from the list or search for it manually.
4. Use your online banking credentials to securely authenticate your account.
5. Once connected, PayFlow will sync your transaction history and begin analyzing your cash flow.

If your bank isn’t listed, you can manually add transactions or connect via a CSV upload.

Security Note: PayFlow does not store your banking credentials. We use bank-grade encryption to ensure your financial data remains safe.