Unlock your firm’s potential

Easily add cash flow services. Grow your practice.

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Get the guide "Managing Cash Flow in a Crisis (and beyond)" now!

Visit our COVID-19 Resource Center

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 easy it is to add cash flow services to your practice

Finagraph Experts

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

CashFlowTool: Designed to grow your practice

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

CashFlowTool.com linked with QuickBooks
autorenew

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

Price reduction is extended until further notice – Visit our COVID-19 Resource Center

Choose your plan

CashFlowTool is available in the U.S. and Canada

Basic

Up to 2 clients included

COVID-19
Price reduction extended

$83 $73 / mo *

$1,000 $875/yr billed annually

Plus applicable taxes

Up to 2 clients included ($37/client)

Each additional client: +$25/month

Standard

Your firm & up to 5 clients

COVID-19
Price reduction extended

$166 $145 / mo *

$1,990 $1740/yr billed annually

Plus applicable taxes

Up to 5 clients included ($29/client)

Each additional client: +$25/month

Advanced

Your firm & up to 25 clients

COVID-19
Price reduction extended

$333 $271 / mo *

$4,000$3,250/yr billed annually

Plus applicable taxes

Up to 25 clients included ($11/client)

Each additional client: Contact us

*Annual discounted price will be applied for 1 year from date of purchase.

Basic

Up to 2 clients included

COVID-19
Price reduction extended

$100 $75 / mo *

Billed monthly

Plus applicable taxes

Up to 2 clients included ($38/client)

Each additional client: +$25/month

Standard

Your firm & up to 5 clients

COVID-19
Price reduction extended

$199 $149 / mo *

Billed monthly

Plus applicable taxes

Up to 5 clients included ($30/client)

Each additional client: +$25/month

Advanced

Your firm & up to 25 clients

COVID-19
Price reduction extended

$399 $325 / mo *

Billed monthly

Plus applicable taxes

Up to 25 clients included ($13/client)

Each additional client: Contact us

*Monthly discounted price will be applied for 6 months from date of purchase.

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

Need more than 25 clients?

Contact Us

Join the Woodard Alliance today and unlock premium CashFlowTool benefits

Access the Accounting Resource Center

Access the resources by
simply filling out this form

Special training pricing for Accountants

Our Finagraph Partner Team
is here to help

Contact us
Finagraph Experts

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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


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