Frequently Asked Questions
All you need to know about streamlined cash management
By leveraging secure APIs, CashTopra pulls live activity from your linked accounts, updates dashboards instantly, and highlights significant shifts. This automated process removes manual steps and delivers clear visibility into daily fund movements.
Navigate to the integration panel in your dashboard, choose your financial institution from the list, and enter your credentials. Connections are encrypted and undergo verification checks for secure data transfer.
Yes. Under notification settings, you can define upper or lower flow levels. Alerts arrive via email or in-app messages whenever your defined criteria are met.
Absolutely. You can upload CSV or Excel files for past records. Our system will parse and categorize entries so they appear alongside new transactions.
Data is stored on a secure cloud with end-to-end encryption. Role-based permissions let you control who can view, edit or export records.
Our team provides 24/7 chat support, email assistance, and an online help center with detailed guides and video tutorials.
Yes. Choose any dashboard view and select the export option. Reports are generated in PDF or spreadsheet formats for easy sharing.