Welcome GMAP listeners!

Grow your practice today by adding cash flow advisory services using CashFlowTool.

You're the expert. Deliver insights with clarity and efficiency.

autorenew

Seamless integration with QuickBooks

No data entry to start -- always syncs from QuickBooks.

AI-generated forecasts

Auto-populated, flexible forecasts that can be exported to formatted Excel templates.

Cash flow calendar

See cash flow events and have deeper discussions with your clients.

Provide every client a look into today’s cash flow so they can change it’s course tomorrow

CashFlowTool makes it easy by integrating with both QuickBooks online and desktop.

CashFlowTool.com linked with QuickBooks

Provide every client a look into today’s cash flow so they can change it’s course tomorrow

CashFlowTool makes it easy by integrating with both QuickBooks online and desktop.

CashFlowTool.com linked with QuickBooks

Partner with us!

The CashFlowTool Partner Program is designed with your success in mind.

We help you grow your practice profitably while you serve your clients brilliantly.

Benefits include:

  1. Free license for your firm
  2. Discounted pricing program to use with your clients
  3. Dedicated Account Manager
  4. Practice building resources and training only available to partners

How we set you up for success:

1
Kickoff Call with Account Manager
2
Training & assistance onboarding clients
3
Ongoing support & coaching

Choose your plan

CashFlowTool is available in the U.S. and Canada

Basic

Up to 2 clients

$83 / mo

$1,000/yr billed annually

Up to 2 clients ($42/client)

Each additional client: +$25/month

Standard

Your firm & up to 5 clients

$166 / mo

$1,990/yr billed annually

Up to 5 clients ($33/client)

Each additional client: +$25/month

Advanced

Your firm & up to 25 clients

$333 / mo

$4,000/yr billed annually

Up to 25 clients ($13/client)

Each additional client: Contact us

Basic

Up to 2 clients

$100 / mo

Billed monthly

Up to 2 clients ($50/client)

Each additional client: +$25/month

Standard

Your firm & up to 5 clients

$199 / mo

Billed monthly

Up to 5 clients ($40/client)

Each additional client: +$25/month

Advanced

Your firm & up to 25 clients

$399 / mo

Billed monthly

Up to 25 clients ($16/client)

Each additional client: Contact us

A client refers to one QuickBooks file (QuickBooks Online, Desktop or Enterprise).

Need more than 25 clients?

Contact Us

Stay up to date with our cash flow news

Receive our newsletters and blog posts right in your inbox

About CashFlowTool.com

CashFlowTool is a product developed by Finagraph. We're a technology company that's passionate about helping small business owners, accountants, and lenders deeply understand the financial health of companies. Finagraph’s trusted technology helps power services provided by companies including Moody’s Analytics, Jack Henry & Associates and leading banks. Learn more


(206) 922-4502

15500 SE 30th Pl #101, Bellevue, WA 98007

© Finagraph. All Rights Reserved.