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For Consultants, Advisors, Accountants & Fractional CFOs

Plan cash ahead. Earn recurring income.

Cash Flow Frog helps businesses understand what money is coming in, what’s going out, and when, so they can make better decisions before cash becomes a problem.

We partner with professionals who advise business owners and leadership teams and want a simple, practical cash-planning tool they can either use with clients or recommend confidently.

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Who This Is For

Who This Is For

You don’t need to be an accounting professional.

This program is a good fit if you:

  • Advise businesses on decisions, growth, or operations
  • Are often asked “Can we afford this?” or “What happens if cash is late?”
  • Want to add cash-flow clarity without building spreadsheets
  • Prefer a tool that works alongside existing accounting software
What Cash Flow Frog Helps Clients Do

What Cash Flow Frog Helps Clients Do

Without changing their accounting system, clients can:

  • See upcoming cash-in and cash-out clearly
  • Build rolling cash-flow forecasts (30 / 60 / 90 / 180+ days)
  • Adjust timing as plans change
  • Avoid surprises and cash stress

Simple, visual, and focused purely on cash.

Why Professionals Choose Cash Flow Frog

Why Professionals Choose Cash Flow Frog

  • Easy for non-finance clients to understand
  • Focused purely on cash timing, not accounting
  • No implementation or disruption
  • Works alongside existing tools
  • Adds real value without operational overhead

Ready to join our partner program?

Learn more & apply here

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How You Can Work With Cash Flow Frog

You can choose one or both options, depending on how you work with each client.

Option A

Use Cash Flow Frog with Your Clients

(Hands-On Advisors & Consultants)

Best if you actively work with clients on planning and decision-making.

  • Start immediately, no approval required
  • Sign up for a 14-day free trial
  • Manage multiple client companies under one login
  • Use Cash Flow Frog as part of your advisory or consulting service
  • Upgrade to a discounted multi-company plan after the trial, if needed
Use Cash Flow Frog with Your Clients
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Option B

Refer Clients & Earn Commission

(Affiliate Referrals, Client-Owned Licenses)

Best if you want to recommend Cash Flow Frog without managing software.

  • Share your affiliate link with clients
  • Clients sign up directly and get a 14-day free trial
  • You earn 25% recurring commission on paying customers
  • No license management or support responsibility
Refer Clients & Earn Commission
Apply to Become an Affiliate
Affiliate access is reviewed and approved manually.

FAQ

No. The program is open to consultants, advisors, fractional CFOs, and accountants. If you advise business owners on spending, hiring, or timing decisions, you can either use Cash Flow Frog inside your own service or refer clients to it. There is no certification or qualification requirement.

Using it with clients means you hold the account. You manage multiple client companies under one login, start on a 14-day free trial, and there is no approval step.

Referring means the client owns their own license and signs up through your affiliate link, and you earn 25% recurring commission on customers who pay. You carry no support or license admin in that case.

You can run both at once and choose per client.

Cash Flow Frog connects to QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, Odoo, Zoho Books, and FreshBooks. It also connects to bank accounts through Plaid, and clients who do not use accounting software can import transactions from Excel or a bank file.

The connection is read-only, so nothing is written back to a client's books. Data updates automatically each day.

Affiliates earn 25% recurring commission on referred customers. Commission applies once a referred client moves off the 14-day free trial onto a paid plan. Affiliate applications are reviewed and approved manually, so access is not automatic.

The forecast builds from the client's accounting data and updates daily, so there is no spreadsheet to rebuild each month. Your time goes into the conversation instead: adjusting timing on a late invoice, testing a hiring scenario, or drilling into the transactions behind a month that looks tight.

Setup is a connection step, not an implementation project.

Up to 3 years, on a rolling basis. Most advisory conversations sit in the 30 to 180 day range, and the longer view is there for clients planning a raise, a large purchase, or a hiring plan. You can build more than one scenario and switch between them.

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