Frequently Asked Questions

Understand cash flow to make better decisions.

Check out some of our most frequently asked questions below. currently supports QuickBooks Online and QuickBooks Desktop (any version of QuickBooks Desktop except QuickBooks Desktop Self Employed).

No, if you are on an existing plan, the pricing remains the same for all existing businesses until January 1, 2019. If you are on an annual plan, no action is needed until your annual plan expires.

Yes, we do. Complete our partner form and an account specialist will contact you.

All features included in the Pro plan are enabled during your trial.

After your trial expires, you will no longer be able to update your financials from QuickBooks. You can still login, and view your cash flow calendar and dashboards. To restore full functionality, select a plan and add payment.

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. 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 predicts future transactions and how the Cash Flow Calendar works.

Yes, we support U.S. and Canada. Stay tuned as we look to expand to additional countries.

All plans start with a 14 day trial.

If you own multiple businesses and would like to use for each of your businesses, you need a separate subscription for each business. Each additional business is 50% off the plan that you are on (email to activate). After adding a business, a 30-day free trial is automatically started. You can subscribe at any time by viewing the subscription page.


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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