Welcome to CashFlowTool.com! We applaud you for wanting to take control of your cash flow in your business. Below you will find a number of short tutorials that will help you begin using CashFlowTool.com. These videos help you quickly understand the core features in CashFlowTool.com including the Cash Flow Calendar, the new What-if capability, how to connect your business to QuickBooks and more. Consider this the essential starting kit for anyone who is interested in simple, yet powerful cash flow management.
Adding a business
Learn how easy it is to set up your business in CashFlowTool.com.
Connecting to QuickBooks Online
Learn how to connect your business to your QuickBooks Online account to unlock powerful cash flow insights.
Forecasting & the Cash Flow Calendar
Learn how to use the Cash Flow Calendar feature so you can make informed, educated decisions about today and can also anticipate tomorrow.
Seeing the Activity Feed
Learn the power of the activity feed - to see important aspects of your business that help you fully understand your cash flow.
Understanding the "what-if" feature
Learn how to use the What-if capability of CashFlowtool.com which is powerful feature enabling you to perform a variety of scenarios to understand the impact to you cash flow today and tomorrow.
Adding team members
Learn how to add team members to CashflowTool.com to ensure your core team is always up to date on all aspects of your cash flow.
Learn how to add documents in the secure storage space enabling authorized users to have one place to access important documents.
See a demo of how small businesses use CashFlowTool.com
Learn how a small business can benefit from CashFlowTool.com.
See a demo of how accountants use CashFlowTool.com
Learn how accountants and advisors can utiilze CashFlowTool.com to provide powerful guidance to their clients.