Getting Started with Judy

Welcome to Judy. This guide walks you through connecting your bank account and getting your first automated financial summary.

Connect your bank

Visit app.hirejudy.com to connect your business checking and credit card accounts via Plaid. The process takes about 60 seconds.

Once connected, Judy will:

1. Sync your last 30 days of transactions
2. Auto-categorize everything it recognizes
3. Deliver a branded PDF audit to your Telegram, Slack, or WhatsApp

What happens next

After your free audit, Judy runs on a regular schedule:

• Every Monday at 9am — weekly transaction sync, auto-categorization, and a plain-English summary
• 3rd of every month — full monthly P&L with waterfall chart
• Daily at 6pm — a quick nudge if any transactions need your input (silent otherwise)

Ask Judy anything

At any time, message Judy in your connected channel:

• “What are my top expenses this month?”
• “Show me my P&L for Q1”
• “What’s my net cash position?”