Frequently Asked Questions
Understand cash flow to make better decisions.
Check out some of our most frequently asked questions below.
CashFlowTool currently supports QuickBooks Online and QuickBooks Desktop (any version of QuickBooks Desktop except QuickBooks Desktop Self Employed).
Yes, we do. Visit our accountant page for more details.
CAshFlowTool Lite is our free version with 3 killer features that every business can use to manage and forecast your cash flow. CashFlowTool Pro is the more advanced version offering even more control over your cash flow
No, CashFlowTool Lite is a full functioning cash flow service with breakthrough features that you can use for free. There is no trial period.
Yes, all plans include email support. Select the help button on our home page to create a support ticket. We typically reply the same day.
The Pro Plus plan provides phone support and quarterly coaching sessions. After you sign-up for Pro Plus, you will be provided details.
Yes, we have lots of material to help you get started. First, every card shown on the dashboard has video coaching built-in providing you details how the card is calculated and what the numbers mean to your business. Next, we have tutorials to get you started - simply go to our getting started page to see a number of short videos to get you up and running quickly. Getting Start page. Lastly, we have our official training courses which can be found here.
Yes. CashFlowTool uses state-of-the-art security measures including bank level 256-bit SSL encryption. We adhere to a strict information security policy to ensure your data is always protected.
Review the Cash Flow Calendar page for details on how CashFlowTool.com predicts future transactions and how the Cash Flow Calendar works.
Today CashFlowTool works in the U.S. and in Canada. Stay tuned as we look to expand to additional countries.
If you own multiple businesses and would like to use CashFlowTool for each of your businesses, you need a separate subscription for each business.
CashFlowTool pulls transactional data directly from QuickBooks Desktop or QuickBooks Online. If your bank accounts are connected to QuickBooks, then all of your reconciled bank transactions will be shown.