Seamlessly connects with QuickBooks
The only cash flow software that seamlessly connects with QuickBooks Online and QuickBooks Desktop — no data entry to start.
About CashFlowTool
CashFlowTool connects to QuickBooks Online or Desktop so you can see your future forecast in seconds with the powerful interactive chart, cash flow calendar, what-if scenarios, & dashboard KPIs. It detects anomalies and sends you key alerts about unexpected bills, late payments or if you are running low on cash. Understanding your cash flow enables you to know sooner and act faster.
Plan your future cash flow
See your 6-month cash flow forecast in seconds, including your income and expenses.
Explore scenarios
Buying new equipment? Starting an expansion? Need a loan? See the cash flow impact before you make the decision.
Why CashFlowTool
- 6-month intelligent cash flow forecasting
- Interactive visual cash flow chart
- Heatmap cash flow calendar
- Unlimited What-if Scenarios
- Excel Export (fully formatted templates)
- Customizable Dashboard KPIs
- Anomaly Detector
- Auto-generated 12-month financial docs
- Unlimited users at no extra cost
How it works
Cash flow is the lifeblood of every business. See how CashFlowTool makes it simple to see and manage your cash flow today and tomorrow. Now that’s peace of mind.
1. Start
Try out CashFlowTool Lite to see how easy it is. Upgrade to Pro with a special discount.
2. Connect to QuickBooks
Connect to QuickBooks Online or Desktop and see your cash flow forecast.
3. Know your future
See your KPIs or use the What-if scenarios to see if you have enough cash flow to do what you need.
What our customers are saying
One of the biggest fears of any small business is not having enough cash, for over 20 years it’s been a struggle for our business to effectively predict cash flow. CashFlowTool is an essential business tool for my company and I can operate my business with more confidence than ever before.
— David Evans, Owner and Chief Coffee Officer
From a Chiropractor looking to understand the impact to their business of the decisions they have to make, this is a game changer!
— Jeff Klaubert, Owner, Health Source Chiropractic
CashFlowTool is by far the best tool that I've used.
— Jeremy Tyler, Founder and President, Xceptional
Disclaimer: External linked websites are owned and operated by third parties, and Visa makes no representations about the accuracy or completeness of any information, including offers.
*This offer is made by Booyami, Inc. dba Finagraph (maker of CashFlowTool) and not Visa. CashFlowTool Lite is the free version of CashFlowTool with limited features. CashFlowTool Pro is offered as either a monthly or annual subscription. This offer applies to CashFlowTool Pro subscriptions only. To be eligible for this special offer for CashFlowTool Pro at a reduced rate, you must: (1) sign up for the offer on the dedicated Visa co-branded landing page (2) must be a new customer defined as a customer that has not previously signed up for CashFlowTool Lite or CashFlowTool Pro. (3) must have a valid charge card in your CashFlowTool account once it is setup and keep the charge card on active for the monthly or annual subscription fees. You will automatically be charged either monthly or annually unless you cancel based on the CashFlowTool terms and conditions found here. This offer cannot be combined with any other offer. Limit 1 CashFlowTool promotional offer redemption per business. Offer is non-transferable.