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Feature

July 1st, 2019

Improve your cash flow forecast accuracy with our new suggested projections 🔭🤖🔮

In any cash flow planner, users add future transactions to predict their cash flow as accurately as possible. On Cash Flow Frog, these future transactions are called Projections.

Since our software is a cash flow planner for QuickBooks Online, QuickBooks Desktop, and Xero accounting software, our algorithm examines your data and automatically predicts future transactions and suggests them as projections.

We use automation to help you avoid tedious manual work of analyzing which transactions are likely to occur in the future, and then, before adding them to your forecast, making sure they aren’t already included.

Instead of automatically adding these transactions to your forecast, the software will ask for your permission, so that you review the suggestions and make sure all of them are accurate.

Click on the ‘Suggestions’ tab at the top of your screen to see all the cash flow projections that the algorithm has generated:

A screenshot of Cash Flow Frog's forecast with a n arrow pointing to the suggestions button

In the popup you can review projections that were suggested by the algorithm before including them in the cash flow planner:

Popup that shows suggested cash flow projections

Any suggested projection can be edited, excluded or included in your cash flow scenarios:

Each cash flow projection can be edited, discarded or included in your forecast

You can edit all the details of any cash flow projection. When you’re done editing click ‘Save’:

Edit projections before adding them to your cash flow forecast

Any projection can be included in one or all of your cash flow scenarios:

Screenshot of the suggested cash flow projections popup with the 'select scenarios' dropdown open
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