Forecast your client's cash flow in minutes, not days
Want to know more? Schedule a demo and practice building discovery session today.
Schedule now!You're the expert. Deliver insights with clarity and efficiency.
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.
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.
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.
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.
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:
- Free license for your firm
- Discounted pricing program to use with your clients
- Dedicated Account Manager
- Practice building resources and training only available to partners
How we set you up for success:
Kickoff Call with Account Manager
Training & assistance onboarding clients
Ongoing support & coaching
Ready to change the game for your clients?
Schedule a demo and practice building discovery session today.
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