Forecast your client's cash flow in minutes, not days

Want to know more? Schedule a demo and practice building discovery session today.

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Expanding Accounting Services

Hear directly from Accountants who are using CashFlowTool to expand their services to their clients.

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Customer Story: Pocket Protector Bookkeeping

Read about why Pocket Protector Bookkeeping chose CashFlowTool and how it benefits their clients.

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Introduce cash flow advisory services into your business

How do you grow your business and provide additional value to your clients without adding heavy costs that hurt your profit?

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You're the expert. Deliver insights with clarity and efficiency.

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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.

Cash flow calendar

See cash flow events and have deeper discussions with your clients.

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.

CashFlowTool.com linked with QuickBooks

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.

CashFlowTool.com linked with QuickBooks

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:

  1. Free license for your firm
  2. Discounted pricing program to use with your clients
  3. Dedicated Account Manager
  4. Practice building resources and training only available to partners

How we set you up for success:

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

Ready to change the game for your clients?

Schedule a demo and practice building discovery session today.

Book now!

Plans for every practice

U.S. only

Small

$2,500 / yr
  • Your company free
  • Up to 10 clients
  • Unlimited users
start now

Mid-size

$4,000 / yr
  • Your company free
  • 11-50 clients
  • Unlimited users
start now

Large

Contact us
  • 51+ clients
Contact Us

Small

$250 / mo
  • Your company free
  • Up to 10 clients
  • Unlimited users
start now

Mid-size

$400 / mo
  • Your company free
  • 11-50 clients
  • Unlimited users
start now

Large

Contact us
  • 51+ clients
Contact Us

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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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