CashFlowTool.com: The tool you need to deliver your expertise
Seamless integration with QuickBooks
No data entry to start -- always syncs from QuickBooks.
Auto-populated, flexible forecasts that can be exported to formatted Excel templates.
Cash flow metrics & dashboards
Everything you need to have a cash flow discussion with clients.
Cashflowtool.com is the premier advisory tool for bookkeepers, accountants, and advisors to help business owners navigate the ins and outs of cash flow.
Get started with our partner program today
Our team is with you from the start.Schedule a demo
Kickoff Call with Account Manager
Training & assistance onboarding clients
Ongoing support & coaching
Know every aspect of your clients' cash flow
CashFlowTool.com makes it easy to instantly see and manage all of your clients' cash flow.