What does Peak Finance need to calculate?

Peak Finance reads what's already there: orders and costs from Peak Profit, bank statements, Shopify payouts and planned payments from Peak Cashflow. The cash forecast needs an account balance with a date in Peak Cashflow; then upload your bank statements as CSV. Set your minimum cash in Settings, and Today will tell you when you'd fall below it.

1. 01Connect Shopify in Peak Profit and enter your cost of goods.
2. 02In Peak Cashflow, upload your account balance and bank statements as CSV.
3. 03In Peak Finance, set the minimum cash under Settings.
4. 04Open Today.