CashFlowTool.com helps you focus on what matters most – insights that drive better business decisions for your clients.Go beyond financial statements.
Zero-in on key metrics to help your clients stay on track – and in business.
Focus on value drivers
Spend time efficiently. Anomalies, trends, and cash flow considerations your clients need to know are instantly at your fingertips.
Real-time communication channel
No more emails or phone tag. Comment directly on a card to start the conversation with your clients in real-time.
Optimized for mobile formats so you can communicate and add value on the go.
No need to constantly dive into details. Scan a summary of all the important activity happening in your clients' businesses with a quick scroll of the page.
Increase opportunities to cross-sell
You are the expert! Turn an annual tax or accounting gig into frequent, value-added touchpoints. Find new ways to help improve your client's business and drive additional revenue for your firm.
Seamless integration with QuickBooks
One click to upload client financials from QuickBooks Online or Desktop.
CasFlowTool.com supports QuickBooks Online, QuickBooks Desktop, and QuickBooks Desktop in hosted environments.
Add your firm's credit card to your client's business. That credit card will be charged for that business every month.
Pass the cost along to your client or classify it as a direct cost for the engagement.
Which accounting/advisor services work best with CashFlowTool.com?
Can I add multiple clients?
Do you offer a free plan?
All plans offer a 14-day free trial. After your trial ends, you can subscribe to one of CashFlowTool.com's plans. CashFlowTools.com currently offers a single Founder's plan. This plan offers our best pricing. As new features are added, we will evaluate adding new plan options.
What happens after my 14-day free trial expires?
If you have not added a payment method by the time your 14-day free trial expires for a business, the business is grounded. You can still view the business’s activity feed, but cannot add new posts, or comment on existing posts. Updating your financials is disabled. You can subscribe any time after your trial ends, and regain full access by viewing the Subscription page for the business and subscribing to a plan.
Your Accounting and Tax Professionals
Powerful Accounting, LLC