Rise above the rest by adding cash flow management & forecasting services using CashFlowTool.
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
Focus on proactive active advice to help your customers with cash flow.
It’s simple to add cash flow services and onboard your clients.
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
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 available in the U.S. and Canada
A client refers to one QuickBooks file (QuickBooks Online, Desktop or Enterprise).
Need more than 25 clients?Contact Us
CashFlowTool is a real game changer giving our clients a much better outcome.
CashFlowTool has been an integral tool to building our advisory program.
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.
These are the kind of services your clients are looking for, even if they aren’t asking for it. CashFlowTool makes it easy to enter that market and start offering these services to clients.