Unlock your firm’s potential

Easily add cash flow services. Grow your practice.

Schedule a demo

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 to add cash flow services to your practice

Book a demo now!
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

Choose your plan

CashFlowTool is only available in the U.S. and Canada

Basic

For accounting professionals requiring minimal training & support.

Up to 2 clients

$83 / mo

$1,000/yr billed annually

  • Up to 2 clients ($42/client)
  • Each additional client: +$25/month
  • Basic onboarding
     
  • One Zoom onboarding call
  •  
  •  
  •  
  • Basic support
  • Chat/email support
     
  • Access to live monthly webinars
    & partner resources

Standard

Our most popular plan for accounting professionals with enhanced onboarding, training & support.

Your firm & up to 5 clients

$166 / mo

$1,990/yr billed annually

  • Up to 5 clients ($33/client)
  • Each additional client: +$25/month
  • Standard onboarding + training
  • One Zoom onboarding call
  • One Zoom training session
  • 90-day Success Program
  • Account Manager
  • Standard support
  • Zoom/chat/email support
     
  • Access to live monthly webinars
    & partner resources

Advanced

Our best plan with advanced onboarding, training & support and lowest cost per client.

Your firm & up to 25 clients

$333 / mo

$4,000/yr billed annually

  • Up to 25 clients ($13/client)
  • Each additional client: Contact us
  • Advanced onboarding + training
  • One Zoom onboarding call
  • Three Zoom training sessions
  • 120-day Success Program
  • Account Manager
  • Advanced support
  • Priority Zoom/chat/email support
  • Access to live monthly webinars
    & partner resources

Basic

For accounting professionals requiring minimal training & support.

Up to 2 clients

$100 / mo

Billed monthly

  • Up to 2 clients ($50/client)
  • Each additional client: +$25/month
  • Basic onboarding
     
  • One Zoom onboarding call
  •  
  •  
  •  
  • Basic support
  • Chat/email support
     
  • Access to live monthly webinars
    & partner resources

Standard

Our most popular plan for accounting professionals with enhanced onboarding, training & support.

Your firm & up to 5 clients

$199 / mo

Billed monthly

  • Up to 5 clients ($40/client)
  • Each additional client: +$25/month
  • Standard onboarding + training
  • One Zoom onboarding call
  • One Zoom training session
  • 90-day Success Program
  • Account Manager
  • Standard support
  • Zoom/chat/email support
     
  • Access to live monthly webinars
    & partner resources

Advanced

Our best plan with advanced onboarding, training & support and lowest cost per client.

Your firm & up to 25 clients

$399 / mo

Billed monthly

  • Up to 25 clients ($16/client)
  • Each additional client: Contact us
  • Advanced onboarding + training
  • One Zoom onboarding call
  • Three Zoom training sessions
  • 120-day Success Program
  • Account Manager
  • Advanced support
  • Priority Zoom/chat/email support
  • Access to live monthly webinars
    & partner resources

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

Need more than 25 clients?

Contact Us

Our Partner Program is here to help you

  • Exclusive program for accountants, advisors & bookkeepers
  • Jumpstart your ability to expand your practice to include cash flow services
  • Onboarding & training by experienced Finagraph Experts
  • Dedicated Resources & Support

Learn how to add cash flow services to your practice

Book now!

Special training pricing when you become a partner

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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