Take your practice to the next level with cash flow forecasting


Guide your clients to success
Get a clear view of your clients’ cash flow performance and provide them with the guidance they are looking for.
Help them track their cash flow and plan ahead, and become their go-to person for their decision-making process.

Help your clients with cash flow planning using what-if scenarios
Cash flow is the first thing on every business owner’s mind, whether they’re struggling to pay their bills or considering investing in growing their business.
Simulating different scenarios will help them understand the impact their decisions, creating certainty and helping them sleep better at night.

Move your practice from compliance to advisory

Get fast results with little effort

Branded reports for accountants and bookkeepers
Track your cash flow metrics in real time
Start Free Trial NowIntegrates seamlessly with QuickBooks, Xero, Sage Intacct, Zoho Books and FreshBooks
Connect your accounting software with the click of a button and get your forecast instantly. No tedious import processes or manual data entry - your accounting data is automatically pulled from your accounting software and is always up-to-date.




Pick your plan
Select the payment period
Select your connect up to companies
$143/month
Pro

Stay on top of your cash flow with powerful pro features
*For Sage Intacct pricing, please contact us
Get Started| Essentials | Pro |
Number of users | 10 users |
History | 1 year |
Forecast | 3 years |
Data sync (per 24 hrs) | Unlimited |
| Features | |
Daily/weekly/monthly cash flow breakdown | |
Quaterly cash flow breakdown | |
Customer insights | |
Planned Vs Actual | |
Reports editor | |
VAT/GST (UK/AUS/NZ) | |
Scenarios | Unlimited |
Purchase orders | Unlimited |
Estimates | Unlimited |
Branding | |
| Support | |
Email support | |
Inapp chat support | |
1*1 training with a cash flow expert |
What people are saying about us

Tieshena Davis
CEO, Publish Your Gift®
A true life saver!
I've been trying to find an efficient and simplified way to forecast our cash flow and expenses, this is the complete solution.

Robert Hughes
Owner, Hughes Engineering, PLLC
Extremely useful
Extremely useful, helping me maintain my cash flow through an aggressive growth period, evaluate the financial planning for the future, and sleep better at night.

Cara Curphey
Founder Albion Bookkeeping & Consulting
Peace of mind
Finally found one that works for us! We tried several and finally found one that actually gave us what we needed - great UX, intuitive software, accurate forecasting.
Trusted by thousands of business owners
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