Grow your firm by adding cash flow services

Watch a demo

A special deal for the Growing Your Firm Podcast listeners!

10% off for the first 12 months

Use promo code: JETPACK

See special pricing Watch a demo

You're the expert. Deliver insights with clarity and efficiency.

autorenew

Seamless integration with QuickBooks

No data entry to start -- always syncs from QuickBooks.

AI-generated forecasts

Auto-populated, flexible forecasts that can be exported to formatted Excel templates.

Cash flow calendar

See cash flow events and have deeper discussions with your clients.

To help businesses during this time, we have temporarily lowered our prices – See reduced accountants pricing

Choose your plan

CashFlowTool is available in the U.S. and Canada

• Annual (get 2 months free)
• Monthly

Basic

Up to 2 clients

$83 $83 / mo

$1000/yr billed annually

Up to 2 clients ($42/client)

Each additional client: +$25/month

Start Now

Recommended Plan

Standard

Your firm & up to 5 clients

$166 $166 / mo

$1990/yr billed annually

Up to 5 clients ($33/client)

Each additional client: +$25/month

Start Now

Advanced

Your firm & up to 25 clients

$333 $333 / mo

$4000/yr billed annually

Up to 25 clients ($13/client)

Each additional client: Contact us

Start Now

Basic

Up to 2 clients

$100 $100 / mo

Billed monthly

Up to 2 clients ($50/client)

Each additional client: +$25/month

Start Now

Recommended Plan

Standard

Your firm & up to 5 clients

$199 $199 / mo

Billed monthly

Up to 5 clients ($40/client)

Each additional client: +$25/month

Start Now

Advanced

Your firm & up to 25 clients

$399 $399 / mo

Billed monthly

Up to 25 clients ($16/client)

Each additional client: Contact us

Start Now

A client refers to one QuickBooks file (QuickBooks Online, Desktop or Enterprise).

Need more than 25 clients?

Contact Us