CashWise QuickStart Guide

Welcome to CashWise

You've just begun a magical journey into financial automation!

Prerequisites

There are a few things you need to get going:

  1. Register for a CashWise account. Click here to sign up.  For more information, please see the CashWise Sign Up FAQ. 
  2. Register for an Airwallex account.  Click here to sign up.
    Alternatively, register for a Wise account.  Click here to sign up.  Please note that Wise has an activation fee to enable receiving bank transfers.
  3. Register for a Syfe account.  Click here to sign up.  This link will take you to a CashWise questionnaire as we will be assisting you for Syfe onboarding.

Connecting your Accounts to CashWise

Until your Airwallex and Syfe accounts are fully connected in CashWise, you will be presented with this Getting Started Screen each time you log in.


Next Steps

  1. Link Airwallex FAQ - After your Airwallex account has been approved and opened, do this step
  2. Creating your Wise API Key - If you're linking your Wise account.
  3. Set Up Account Integrations
  4. Configuring Transactional Account Policies
  5. Integrating and Setting Up Xero
  6. Adding/Editing Cash Flow Items
  7. The Cash Movement Process
  8. Configuring the FX Settings



If you have any questions, feel free to reach out to onboarding@cashwise.asia

 

Thanks!
The CashWise Team

Further Reading