Flexible business plans
that grow with you.
Price reduction is extended until further notice – Visit our COVID-19 Resource Center
| Lite | Pro | Pro+ | |
Lite |
Pro |
Pro+ |
| Users & Businesses | |||
|---|---|---|---|
| Users | 1 user |
Unlimited users |
Unlimited users |
| Businesses | 1 business |
||
| Basic Forecasting | |||
| Intelligent cash flow forecast | 1 month |
6 months |
6 months |
| Interactive visual cash flow chart | Weekly, limited |
Weekly, Monthly, full |
Weekly, Monthly, full |
| Predictive cash balance, cash-in/out | 1 month |
6 months |
6 months |
| Advance Forecasting | |||
| Manual forecast adjustments | check |
check |
|
| Customer & Vendor details | check |
check |
|
| Rules override/adjustments per customer/vendor | check |
check |
|
| Cash Flow Calendar with Heatmap | check |
check |
|
| What-if scenarios | check |
check |
|
| Anomaly Monitoring | |||
| CashGuardian™ monitoring & alerts | check |
check |
check |
| Dashboards & Business KPIs | |||
| Unlimited, customizable dashboards | check |
check |
check |
| Built-in video coaching | check |
check |
check |
| Reporting & Sharing | |||
| Excel export (fully formatted worksheets | check |
check |
|
| Customizable PDF cash flow reports | check |
check |
|
| Invite users, set permissions | check |
check |
|
| Auto-generated Balance Sheet & Income Statements | check |
check |
|
| Weekly cash flow summary email | check |
check |
check |
| Secure document storage for sharing financial docs | check |
check |
|
| Integrations | |||
| QuickBooks Online | check |
check |
check |
| QuickBooks Online auto-link scheduling | Weekly |
Daily, weekly, monthly |
Daily, weekly, monthly |
| QuickBooks Desktop | check |
check |
check |
| Training, Support | |||
| CashFlowTool Online Training | check |
||
| Cash Flow Pro+ videos | check |
||
| Phone support | check |
Pricing
FAQs
We have temporarily lowered our prices on all business plans to help small businesses during the COVID-19 period. This reduction will be available until further notice for new customers only.
Yes! CashFlowTool Lite is totally free. It has 3 killer features every business will love. Of course, we also have a Pro plan for both businesses and accountants.
If you own multiple businesses and would like to use CashFlowTool Pro for each of your businesses, you can add additional businesses for $25/month each. Contact us to get the promo code.
CashFlowTool Lite lets you try out the features of CashFlowTool Pro for free. You get 3 free unlocks where you can fully try CashFlowTool Pro for 24 hours for each unlock.
Yes! Today CashFlowTool works in the U.S. and in Canada. Stay tuned as we look to expand to additional countries.