Get started with Agicap | Help-Center

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Get started with Agicap

Get started with Agicap

My Cashflow in 5 steps

Getting started with Agicap in 5 steps

Step 2 - Create your categories

Step 4 - Synchronize your bank accounts

Step 5 - Teach Agicap how to categorize your transactions

Step 3 - Enter your objectives

Getting started with CashCollect

How to manage your clients and contacts list ?

How to create clients tags and categories

Improve your cash flow forecast and synchronize expected transactions from CashCollect

Assign Account Managers to clients

How to connect your mailbox to CashCollect?