Follow these 6 steps to generate your first Cash Flow Cube and unlock actionable insights in under 30 minutes.
Setting up Voxel is designed to be quick. We've streamlined the process so you can go from sign-up to your first 3D visualization in minutes.
Whether you are managing personal finances or a growing business, the setup process is the same: connect your data, define your baseline, and let the AI do the rest.
Sign up for Voxel and create your primary workspace. Invite your team members (e.g., Sarah from Accounting) to collaborate on the same financial view.
Use our secure Plaid integration to link your primary checking or business account. Voxel uses read-only access, so your funds remain safe.
Align Voxel with your business cycle. Select your fiscal year start date (e.g., Jan 1) to ensure your budget baselines and projections are accurate.
Once data syncs, navigate to the 3D visualization. Rotate the cube to see how your income, expenses, and savings interact in real-time.
Configure your first alert. Tell Voxel to notify you if a transaction exceeds $500 or if your daily spending spikes by 20%.
Export your initial insights. Share a live link with your team or download a PDF summary of your first 30 days of financial clarity.
Common questions from new users
Dive deeper into advanced features, API integrations, and security protocols.