CashFlowTool Product Update - December 2019

Dec 11, 2019 1:15:23 PM

Our CashFlowTool team is always hard at work adding new features and updating current features to make it easier for our customers! This month is no different, we are excited to announce two new features for CashFlowTool.

By Michael Patten

The all-new CashFlowTool Summary screen.

Oct 28, 2019 10:59:15 AM

Your clients are busy running their business and their job is to focus on what matters. Most of the time this involves completing daily tasks, which leaves little time on assessing the health of their business. Too often assessing the health of their business occurs infrequently and only when there is a problem.

By Michael Patten

CashFlowTool - New Product Features Aug 2019

Aug 14, 2019 8:14:45 AM

CashFlowTool continues to make improvements to the product based directly your feedback.  Our latest improvements let you make the most of the interactive chart and work in the customer/vendor views. and also give you a new way to discover and get help on concepts and features. 

By Michael Patten

Lessons Learned From Shark Tank

Jul 11, 2019 11:05:32 AM

We’ve all watched entrepreneurs go onto Shark Tank and pitch their product to the Sharks. Some participants are so impressive the way they deliver a clever pitch that instantly grabs everyone’s attention, while other participants fail miserably and makes you cringe inside.

By Michael Patten

Documents: Improved Financial Statements

Jun 11, 2019 2:46:59 PM

 CashFlowTool has improved the financial documents saved into your document library each time you update your financials.  Now a single Excel worksheet is generated which includes your balance sheet and profit and loss statement (income statement) for the last 5 full quarters plus quarter to date.

By Michael Patten

All new Interactive Chart Forecast:  Visualize your future today!

Jun 11, 2019 9:19:00 AM

We went back to the drawing board and came up with a completely reimagined way to view your future cash flow forecast.  It lets you visualize your future forecast in ways you never imagined.  Once you see it, you will never want to go back to static forecasting again.

By Michael Patten

CashFlowTool to QuickBooks Desktop Improvements

Jun 10, 2019 6:13:22 PM

CashFlowTool is the only cash management and forecasting tool that connects to QuickBooks Desktop and this month, we did some significant updates to improve ease of use, performance, and stability.  We hope you love the improvements!

By Michael Patten

How do you keep your team focused and aligned?

May 1, 2019 1:18:13 PM

Do you feel that everyone on your team is driving toward the same goals as you are?  When your team makes key decisions, do they align to your top business objectives?  Does your team understand the impact they have on your business?  Here are four strategies to help you keep everyone on the same page and working toward the same goals.

By Michael Patten

Keep tabs on your most important customers!

Mar 19, 2019 5:06:14 PM

Many small businesses rely on sales from just a handful of customers and in some cases rely on sales from just one or two customers. 

Having a high customer concentration puts your business at risk. If you lose your top customer, your business is at risk.  

By Michael Patten

CashFlowTool - New Product Features Feb 2019

Feb 21, 2019 11:36:56 AM

This month we rolled out a powerful new feature to manually add transactions to the Cash Flow Calendar to give you a greater degree of control over your forecasts.  In addition, we updated our 'Cash on hand' card in the dashboard to show how the calculation is made...

By Michael Patten

CashFlowTool - New Product Features Jan 2019

Jan 22, 2019 4:32:30 PM

This month we rolled out two powerful new features:  Team member permissions and Invoice Rules.  Both of these were the top requested features from our customers and we are excited for you to begin using them today!

By Michael Patten

CashFlowTool - New Product Features Dec 2018

Dec 17, 2018 3:48:45 PM

This month we roll-up all the new features that we have been working in into this blog.  Performance - done.  New bank features - done.  New graphs - done.  Improved QuickBooks Desktop integration - done. 

By Michael Patten

Extend QuickBooks Desktop to the Cloud

Dec 17, 2018 3:03:20 PM

QuickBooks looks at business data from today & in the past.  By combining QuickBooks (any version) & CashFlowTool, business owners can immediately forecast their future.  Imagine being able to see the metrics, patterns and trends that you would otherwise miss.  CashFlowTool makes it possible.

By Michael Patten