CashFlowTool
at
Scaling New Heights Online 2019
Rise above the rest by adding cash flow management & forecasting services using CashFlowTool
Quickly grow
your revenue
Grow your revenue by adding cash flow services for your clients
Easily forecast your
clients’ cash flow
In a matter of seconds, you can see your client’s future cash flow
Be the cash
flow expert
Focus on proactive active advice to help your customers with cash flow.
Easy to
implement
It’s simple to add cash flow services and onboard your clients.
As reviewed on QuickBooks Marketplace
Just what I needed!!
I have recently started using this tool and am finding the forecasting flexibility extremely valuable. It is fast becoming one of my "must-have" apps!!
CashCoach, 11/05/2019
Highly Recommend!
This is such an awesome tool to offer to our clients. I can't wait to share this and the ease of using this app.
CarmenSchroeder, 11/04/2019
Great Business Tool
Such an essential piece of the business puzzle. So many great features which give me the ability to plan for the future!
LoureneEveryPennyBks, 11/04/2019
Saves Me 20 hours a month!
Cash Flow Tool saves me about 20 hours a month in cash flow forecasting for my clients! I used to use complicated spreadsheets and never felt totally sure that my numbers were accurate. However, with Cash Flow Tool, I log in, update the financials, review the forecast and it's done! I then get to meet with my clients, feel super confident and my client feels supported. Win Win Win!
MichelleAlchemy, 11/01/2019
CashFlowTool Rocks
We started using CashFlowTool and got a slow start but our clients are requesting it so we jumped in and with the amazing support we have been able to offer a valauable service that we would never have the time to figure out on our own.
JanetM, 10/30/2019
Best app for cash forecasting
Out of the many apps I've tried, I haven't come across one that integrates simply, truly forecasts automatically, and provides deep enough insights until I started on CashFlowTool.
This app has not only created value for my clients but a return for my firm.
CashFlowPro, 10/24/2019
Why cash flow is essential
of accountants say their clients expect more than 5 years ago
of clients expect their accountant to provide business advice
of small business owners have been kept up at night by concerns about cash flow
of small businesses regularly struggle with cash flow
Accountants Show Specials
15% off
any monthly plan for 6 months
Includes 2 CashFlowTool training courses at a discounted price
30% off
any annual plan for 1 year
Includes 2 CashFlowTool training courses for free ($498 value)
Specials expire November 20 at midnight
Pay annually and save 30% on your first year
Hurry! Offer expires November 20. Valid for first-time purchases & upgrades only.
Starter
$100 $70 / mo$840/yr billed annually
- Your company free
- Up to 3 clients
- Unlimited users
Small
$250 $175 / mo$2,100/yr billed annually
- Your company free
- 4-10 clients
- Unlimited users
Mid-size
$400 $280 / mo$3,360/yr billed annually
- Your company free
- 11-50 clients
- Unlimited users
With every annual purchase, get 2 CashFlowTool training courses for free
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Business Cash Flow Essentials Course
This course is designed to educate and equip you with critical and essential cash flow concepts that every business needs to maximize their cash flow and profits in a simple, yet powerful way.
Included with annual plans ($299 value)
CashFlowTool Certification Course
This is a premium certification course which will enable you to become an authorized expert in CashFlowTool. This course will equip you to help your clients stay in business and thrive by eliminating cash flow problems as a reason they might fail.
Included with annual plans ($199 value)
Pay monthly and save 15% on your first 6 months
Hurry! Offer expires November 20. Valid for first-time purchases & upgrades only.
Starter
$100 $85 / moBilled monthly
- Your company free
- Up to 3 clients
- Unlimited users
Small
$250 $213 / moBilled monthly
- Your company free
- 4-10 clients
- Unlimited users
Mid-size
$400 $340 / moBilled monthly
- Your company free
- 11-50 clients
- Unlimited users
With every monthly purchase, get an exclusive discount on 2 CashFlowTool training courses
Business Cash Flow Essentials Course
This course is designed to educate and equip you with critical and essential cash flow concepts that every business needs to maximize their cash flow and profits in a simple, yet powerful way.
Available to monthly plans at: $299 $99.99
CashFlowTool Certification Course
This is a premium certification course which will enable you to become an authorized expert in CashFlowTool. This course will equip you to help your clients stay in business and thrive by eliminating cash flow problems as a reason they might fail.
Available to monthly plans at: $199 $49