CashFlowTool.com was built for accountants, bookkeepers and advisors to use with their clients to monitor and manage their business’ cash flow.
Your client’s Cash Flow Calendar and Cash Activity Feed are automatically generated using our integration with QuickBooks Online and QuickBooks desktop. No data entry is required.
Go beyond financial statements and implement CashFlowTool.com into your firm’s service offerings today.
Spend time efficiently. Anomalies, trends, and cash flow considerations your clients need to know are instantly at your fingertips.
No more emails or phone tag. Comment directly on a card to start the conversation with your clients in real-time.
Optimized for mobile formats so you can communicate and add value on the go.
No need to constantly dive into details. Scan a summary of all the important activity happening in your clients' businesses with a quick scroll of the page.
Turn an annual tax or accounting gig into frequent, value-added touchpoints. Find new ways to help improve your client's business and drive additional revenue for your firm.
One click to upload client financials from QuickBooks Online or Desktop.
You add a credit card per business.
This gives you the flexibility to choose the model that works best for you.
Simply add the client's credit card to their business. That credit card will be charged for that business every month.
Pass the cost along to your client or classify it as a direct cost for the engagement.
CashFlowTool.com's partner program is our way of showing loyalty to those people who believe the same things we do about helping small businesses. Our mission is to eradicate cash flow problems as a reason that small businesses fail. CashFlowTool.com does that through a combination of education and software tools for the small business owner and their critical team members, like trusted advisors.
CashFlowTool.com support QuickBooks Online, QuickBooks Desktop, and QuickBooks Desktop in hosted environments.
I would have CashFlowTool.com open and running in the background all day to keep an eye on my clients. I love it for that.
CashFlowTool.com is part of a huge revolution happening in the accounting industry. An accountant can give clients super valuable insights and then talk about it right in the platform, easy as texting. It’s finally easy to be a trusted advisor.
This is blowing my mind. This is a game changer. You guys do this right and you will change how accounting professionals work.