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 transactional account(s).  If you don't already have them, you can choose one or both options:
• Airwallex account.  Click here to sign up.
• 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.  Syfe account setup is embedded when you sign up for CashWise, see step #1.

Connecting your Accounts to CashWise

Until your Airwallex/Wise 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, complete 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. Signing Up Using Xero
6. Connecting Xero to CashWise
7. Integrating Xero to CashWise
8. How to Add/Edit/Delete a Cash Flow Item
9. The Cash Movement Process
10. Configuring the FX Settings

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

 

Thanks!
The CashWise Team

Further Reading

• Wise Business Account Support