Rise above the rest by adding cash flow management & forecasting services using CashFlowTool.
Quickly grow
your revenue
Grow your revenue by adding cash flow services for your clients
Easily forecast your
clients’ cash flow
In a matter of seconds, you can see your client’s future cash flow
Be the cash
flow expert
Focus on proactive active advice to help your customers with cash flow.
Easy to
implement
It’s simple to add cash flow services and onboard your clients.
Learn how to add cash flow services to your practice
Book a demo now!
Why cash flow is essential
of accountants say their clients expect more than 5 years ago
of clients expect their accountant to provide business advice
of small business owners have been kept up at night by concerns about cash flow
of small businesses regularly struggle with cash flow
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Seamless integration
with QuickBooks
No data entry to start – works seamlessly with QuickBooks Online and QuickBooks Desktop
See your client’s cash flow forecast in seconds
AI-generated future cash flow forecasts lets you easily see your client's future
Simple to manage all
of your clients
In one easy place, you can see and manage all your clients’ cash flow
Easy to collaborate
with your clients
Easily share all aspects of CashFlowTool with your clients
Basic
For accounting professionals requiring minimal training & support.
Up to 2 clients
$83 / mo$1,000/yr billed annually
- Up to 2 clients ($42/client)
- Each additional client: +$25/month
- Basic onboarding
- One Zoom onboarding call
- Basic support
- Chat/email support
- Access to live monthly webinars
& partner resources
Recommended Plan
Standard
Our most popular plan for accounting professionals with enhanced onboarding, training & support.
Your firm & up to 5 clients
$166 / mo$1,990/yr billed annually
- Up to 5 clients ($33/client)
- Each additional client: +$25/month
- Standard onboarding + training
- One Zoom onboarding call
- One Zoom training session
- 90-day Success Program
- Account Manager
- Standard support
- Zoom/chat/email support
- Access to live monthly webinars
& partner resources
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Advanced
Our best plan with advanced onboarding, training & support and lowest cost per client.
Your firm & up to 25 clients
$333 / mo$4,000/yr billed annually
- Up to 25 clients ($13/client)
- Each additional client: Contact us
- Advanced onboarding + training
- One Zoom onboarding call
- Three Zoom training sessions
- 120-day Success Program
- Account Manager
- Advanced support
- Priority Zoom/chat/email support
- Access to live monthly webinars
& partner resources
Basic
For accounting professionals requiring minimal training & support.
Up to 2 clients
$100 / moBilled monthly
- Up to 2 clients ($50/client)
- Each additional client: +$25/month
- Basic onboarding
- One Zoom onboarding call
- Basic support
- Chat/email support
- Access to live monthly webinars
& partner resources
Recommended Plan
Standard
Our most popular plan for accounting professionals with enhanced onboarding, training & support.
Your firm & up to 5 clients
$199 / moBilled monthly
- Up to 5 clients ($40/client)
- Each additional client: +$25/month
- Standard onboarding + training
- One Zoom onboarding call
- One Zoom training session
- 90-day Success Program
- Account Manager
- Standard support
- Zoom/chat/email support
- Access to live monthly webinars
& partner resources
Advanced
Our best plan with advanced onboarding, training & support and lowest cost per client.
Your firm & up to 25 clients
$399 / moBilled monthly
- Up to 25 clients ($16/client)
- Each additional client: Contact us
- Advanced onboarding + training
- One Zoom onboarding call
- Three Zoom training sessions
- 120-day Success Program
- Account Manager
- Advanced support
- Priority Zoom/chat/email support
- Access to live monthly webinars
& partner resources
A client refers to one QuickBooks file (QuicksBooks Online, Desktop or Enterprise).
Need more than 25 clients?
Contact Us
Wonderful Support
"Not only is CashFlowTool an excellent tool, the support is fantastic. I really get the feeling that they are truly committed to being my partner for my success and the success of my clients."
CFT1
CashFlowTool Rocks
"We started using CashFlowTool and got a slow start but our clients are requesting it so we jumped in and with the amazing support we have been able to offer a valauable service that we would never have the time to figure out on our own."
JanetM
Fun tool and great support
"Most importantly the support and training has been amazing, very approachable and responsive from the sales, account support as well as technical."
Great Cash Flow Tool
"The support team is very responsive and helpful. This is a huge value add service to our clients that helps set our service apart from other firms. We also use it for our firm which is a huge endorsement!"
Doug Drennan - Barsa & Company
Wow! So simple to use.
"Great onboarding experience. I immediately introduced one of my clients to the benefits and we are now headed to the banker to a financial review -- all in less than a week! Thank you, Justin at CashFlowTool for making my life easier (and financially more productive)!"
Janet McCarty - Virtual Bookkeeping USA
Great onboarding experience
"I love their on boarding process."
Audra Wilson - Wilson Accounting & Tax Services
Excellent Tool with Fantastic Support
"The partner program and support team are fantastic, exceeding those of other apps I've used. They are continually making the product even better with regular updates based on feedback from users."
Pam Stocks - On the Books
Join the Woodard Alliance today and unlock premium CashFlowTool benefits
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These are the kind of services your clients are looking for, even if they aren’t asking for it. CashFlowTool makes it easy to enter that market and start offering these services to clients.
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CashFlowTool has been an integral tool to building our advisory program.
This is the tool firms have been waiting for. Instant insights, customizable dashboards, and a clean user interface. The information is portrayed in a way that is digestible by the client yet detailed enough for the accounting professional. Finally, there is a tool that I can use across my entire client base without regard to size or industry, and with less than 5 minutes of setup work. Finagraph is upping the game for advisory services.
Now that we have implemented CashFlowTool.com with our clients, it has made everybody’s lives a lot easier.
Learn how to add cash flow services to your practice
Book now!
Our Finagraph Partner Team
is here to help
Contact us
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