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Why you should move to a hosted QuickBooks Desktop Environment now!

Mar 31, 2021 1:55:26 PM

If your business is running QuickBooks Desktop, the main QB file is stored either on your PC or a server in your office.  But what if the PC crashes?  What if someone breaks in?  What if you are not physically at the office and need to access?  There is a better way...

By Dave Fester

Bill.com Integration with CashFlowTool

Nov 10, 2020 1:50:28 PM

Many customers using Bill.com have asked about how it integrates with CashFlowTool and so we have prepared a video to show you the best practice for including and integrating.  Enjoy and let us know how it's working for you!

By Dave Fester

We Stand for Small Business

Oct 1, 2020 3:46:38 PM

We started our company with a passion to radically improve (and automate) the lending process for banks and in the course of doing so, we realized we could help small businesses everywhere with one of the most important things they care about most - cash flow.

By Dave Fester

Covid-19 Business Help #3: Stress-test your P&L

Apr 16, 2020 3:14:28 PM

With the Covid-19 crisis affecting businesses everywhere, you need to stress-test your P&L to determine what your business can handle to survive.  This consists of running a series of mission critical what-if scenarios to help plan your cash flow future.

By Dave Fester

Covid-19 Business Help #2: Review your future income

Apr 16, 2020 2:26:25 PM

With the Covid-19 crisis affecting businesses everywhere, you probably have experienced a drop in income.  In this blog we will discuss how you can review and forecast your future income and combined with the expense planning, you will effectively know your complete cash flow picture.

By Dave Fester

Covid-19 Business Help #1: Evaluate your expenses NOW

Apr 16, 2020 12:46:15 PM

With the Covid-19 crisis affecting businesses everywhere, it is now more important than ever to manage and plan your cash flow.   It starts with a methodology of evaluating your expenses immediately.

By Dave Fester

Never be surprised by expenses!

Feb 25, 2020 1:57:32 PM

Have you ever been surprised by expenses?  For my personal expenses, I spend time knowing what they are, whether I need them and what the future will look like.   Businesses need to do the same and CashFlowTool makes it easy.

By Dave Fester
CashFlowTool now forecasts credit card transactions

CashFlowTool Adds Support for Credit Card Accounts

Jan 29, 2020 7:34:35 AM

Our CashFlowTool team is always hard at work adding new features and we have just released support for importing transactions from credit cards found in QuickBooks (both online & desktop).    Enjoy and keep giving us the feedback!

By Dave Fester

7 Cash Flow Tips Every Business Owner Needs

Jan 23, 2020 8:19:21 AM

Every business knows that cash is king, yet an alarming number of businesses (only 33%) don’t even use a tech platform, tool or app to manage their cash flow1.   Here are 7 practical tips that every business owner should use to help with their cash flow.

By Dave Fester
virtual business

Becoming a virtual practice? Here's how CashFlowTool makes this possible

Oct 29, 2019 12:58:58 PM

In the past, most accounting, bookkeeping or advisory firms used to rely on getting customers from their local city and would conduct regular meetings (quarterly tax, annual tax, business health assessments, etc.), at their physical office.  If you are considering extending your practice to a virtual one, this is a must read for you...

By Dave Fester
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CashFlowTool - New Product Features Sept 2019

Sep 18, 2019 4:36:43 PM

This month, we have released 3 super cool new features in CashFlowTool that we hope you find really useful based on your feedback.  Enjoy and keep the feedback coming!

By Dave Fester
Interactive Chart Tips

Interactive Chart Tips & Tricks

Jul 11, 2019 3:16:14 PM

Make the most of the breakthrough new interactive visual chart with this month's tips and tricks.

By Dave Fester
What-if-new

What If Scenarios: CashFlowTool makes it easy

Jul 10, 2019 4:49:23 PM

So you have used CashFlowTool to predict and manage your future cash flow forecast.  How do you fine tune the forecast?  How do you create a few what if scenarios?  It's easy...

By Dave Fester
Even in a cash business cash can be tight

Even in a cash business, cash can be tight

Jun 10, 2019 1:54:35 PM

It’s amazing how cash can slip through the fingers of even the most frugal small business owner. It just happens without you realizing it.

By Dave Fester
Spotlight on Cards

Spotlight on Cards:  Cash on Hand and Cash Shortage

May 2, 2019 8:13:29 AM

Last month we introduced you to our "Spotlight on Cards" blog post where we showcased not only some critical cards, but also the interaction between the cards.   This month we talk about the big question that many have:  How can I have lots of cash on hand and yet still have a cash shortage? 

By Dave Fester
Chart-Interactive-new

CashFlowTool's new interactive chart forecasting feature

May 1, 2019 1:13:10 PM

This month we rolled out a powerful new feature enabling you to see your cash balance trend, overlaid with cash ins and outs over the past year and your 90 day future forecast.   It's a great new way to visualize your forecast.

By Dave Fester
Spotlight on Cards

Spotlight on Cards:  3 cards that show you the cash shortage

Mar 20, 2019 5:02:11 PM

CashFlowTool shows over 30 business metrics enabling you to have a quick pulse on your business.  These metrics appear in the dashboard feature where you can customize dashboards to meet your specific needs.   This month, we spotlight 3 cards that help you understand a cash shortage.

By Dave Fester
Rarey-1

Rarey-Olson expanded their practice with CashFlowTool

Dec 18, 2018 8:28:17 AM

CashFlowTool Helps Rarey-Olson CPAs Expand Services With Cash Flow Forecasting and Management.   They selected CashFlowTool to help manage and advise their clients on cash flow.

By Dave Fester
Finagraph

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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