Deliver powerful cash flow advice to your clients
Efficiently provide high-value services for your clients' most important metric: Cash flow.
Join us today Schedule a demoCashFlowTool.com: The tool you need to deliver your expertise
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 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.
Kickoff Call with Account Manager
Training & assistance onboarding clients
Ongoing support & coaching
Ready to join?
Contact us for a demo and consultation to bring cash flow advisory services into your practice.
Join us today Schedule a demo
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.
Know every aspect of your clients' cash flow
CashFlowTool.com makes it easy to instantly see and manage all of your clients' cash flow.