Cash Flow Mike shows you how to bring financial data into the Clear Path to Cash app the right way. You learn how to use the Data Hub, how to upload income statements and balance sheets, how AI parsing works, how to fix errors fast, and how to set up periods for deeper advisory insights.

In this episode Mike walks through:

• How the Data Hub works

• Adding financial periods

• Uploading income statements and balance sheets

• Using bulk import and copy paste

• How AI identifies categories and maps data

• Fixing errors with self guided prompts

• Creating debt instruments for future planning

• What to do after your first import

Set up your data once and unlock every tool in the system.

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