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Cash Flow Frog + Plaid

Direct Bank Connection for Real-Time Cash Flow Forecasting Connect your business bank account directly to Cash Flow Frog and get a rolling cash flow forecast based on live transaction data. No manual exports. No waiting for reconciliation. Just an always-current view of your cash — and the tools to plan what comes next.

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Always Know Where Your Cash Stands

Always Know Where Your Cash Stands

Most businesses find out about a cash problem after it happens. A direct bank connection changes that. Cash Flow Frog reads your transactions straight from your bank — every deposit, every payment, reflected in your forecast immediately.

No spreadsheets. No reconciliation delays. No waiting for your bookkeeper to close the month.

  • Know if you can make payroll next month before the month starts.
  • See how long your runway lasts if revenue slows down.
  • Decide whether to take on that new hire with actual numbers, not gut feel.
  • Spot a cash gap three weeks out and act before it becomes a crisis.
  • Walk into investor or board meetings with a clean cash report — not a spreadsheet.
  • No reliance on your accounting software — your bank data is always current, regardless of where your books stand.
Live Bank Data. No Reconciliation Delay.

Live Bank Data. No Reconciliation Delay.

When your forecast depends on your accounting software, it is only as current as your last reconciliation. That can lag days or weeks behind reality. Plaid connects Cash Flow Frog directly to your bank. Every transaction shows up in your forecast the moment it clears. Your cash position is always current. Your decisions are always informed.

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Add Projections on Top of Your Live Data

Live bank data tells you what has happened. Projections tell you what is coming. Cash Flow Frog lets you layer both — so your forecast is a decision-making tool, not just a transaction log. Add forward-looking projections manually or let rules do the work automatically:
Recurring projections — Add your monthly rent, payroll, retainer revenue, or any regular transaction once, set it to repeat weekly, monthly, or quarterly, and it rolls forward in your forecast automatically.
Rule-based projections — Instead of entering fixed amounts, define rules based on your actual historical data. Use a rolling average of the last 3 or 6 months, carry last month's actual forward, project expenses as a percentage of revenue, or use the same month last year with a growth factor. Your forecast stays dynamic and up to date without constant manual updates.
One-time future items — Add a tax bill due in 60 days, a planned equipment purchase, or an expected contract payment and instantly see how it hits your cash balance.
Growth assumptions — Model revenue growing 10% month over month and see the cash impact across the next 12 months before you commit to anything.
What-if scenarios — What happens if you hire two people next quarter? If a major client pays 30 days late? If you delay a supplier payment? Test any decision before you make it.
Connect Your Other Tools

Connect Your Other Tools

Connect Your Other Tools Already using a CRM, invoicing platform, or project management tool? Bring that data into your forecast — no code required.

  • HubSpot or Salesforce — Add expected deal closings as future cash inflows.
  • Monday.com or Asana — Log upcoming project costs so they show up in your cash projection.
  • Your invoicing platform — Sync expected customer payments and bill due dates automatically.
  • Your accounting software — Even platforms not natively supported can feed data into Cash Flow Frog via Zapier.
  • Claude or ChatGPT — Connect your AI assistant via MCP and manage forecasts, projections, and scenarios through plain conversation. No app-switching required. Learn more → Plaid gives you the live foundation. Your other tools give you the forward view. Together, they give you the complete picture.

How It Works

  1. Create your Cash Flow Frog account.
  2. Add a new company. Enter your company name and select Bank Account via Plaid as your data source.
  3. Connect your bank. Plaid's secure window opens. Search for your bank, log in directly through Plaid, and select your accounts. Cash Flow Frog never sees your credentials.
  4. Your forecast builds automatically. Cash Flow Frog syncs your transaction history and generates your baseline forecast. First sync takes about a minute.
  5. Add your projections. Set recurring rules, one-time future items, or what-if scenarios to make your forecast forward-looking.
  6. Done. You have a live, rolling cash flow forecast.
Start your free forecast14-day free trial • No credit card required

Security and Data

Here's the updated section with the stats added as a trust anchor:

Plaid is the financial data network behind thousands of apps you already know — Venmo, PayPal, Robinhood, Coinbase, and more. It is trusted by over 8,000 apps and 12,000 financial institutions across the US, UK, Canada, and Europe. When Cash Flow Frog connects to your bank, it does so through that same infrastructure.

  • Read-only. Cash Flow Frog never moves money, initiates transactions, or changes anything in your bank account.
  • Your credentials stay private. Bank logins go directly to Plaid's encrypted interface. Cash Flow Frog never sees or stores your password.
  • Bank-grade infrastructure. Plaid uses 256-bit AES encryption, TLS for data in transit, and is SOC 2 Type II certified. The same standard used by major financial institutions.
  • Your data is protected end to end. Cash Flow Frog is ISO 27001 certified — the international standard for information security management.
  • Disconnect at any time. Remove the connection from within Cash Flow Frog in one click.
  • Two-factor authentication available on your Cash Flow Frog account for an extra layer of security.
Security and Data

Ready to see your cash flow, live?

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What people are saying about us

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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.

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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.

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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.

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