Deliver powerful cash flow advice to your clients

Efficiently provide high-value services for your clients' most important metric: Cash flow.

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CashFlowTool.com: The tool you need to deliver your expertise

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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.

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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
1
Kickoff Call with Account Manager
2
Training & assistance onboarding clients
3
Ongoing support & coaching

Ready to join?

Contact us for a demo and consultation to bring cash flow advisory services into your practice.

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Know every aspect of your clients' cash flow

CashFlowTool.com makes it easy to instantly see and manage all of your clients' cash flow.

Accountant Pricing

See our Accountant pricing packages below. To select a plan, sign up for CashFlowTool and select your plan under your profile settings.

Small

$208 / month ($2,500 / year)
  • Up to 10 clients
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Mid-size

$333 / month ($4,000 / year)
  • 11-50 clients
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Enterprise

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  • 51+ clients
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Small

$250 / month
  • Up to 10 clients
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Mid-size

$400 / month
  • 11-50 clients
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Enterprise

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  • 50+ clients
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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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