Kordis is a financial operating platform built for fractional CFOs — a Plaid-connected dashboard with a table and calendar view. Its public site lists an optimized spreadsheet for finance professionals as coming soon. TreasuryFlow ships a native Microsoft Excel Add-in today: live multi-client cash and the 13-week forecast, inside the workbook you already trust. From $49/mo.
Both products are built for fractional CFOs and both connect banks via Plaid. The table states where each one differs — verified from each product’s public site, May 2026.
| Capability | TreasuryFlow | Kordis |
|---|---|---|
| Native Microsoft Excel Add-in | Yes — live today | Optimized spreadsheet listed as coming soon |
| Google Sheets Add-on | Yes | No |
| Bring your own Excel template (workbook rebuild) | Yes — rebuilds your uploaded layout | No |
| Direct bank feeds via Plaid | Yes — 12,000+ US banks | Yes |
| QuickBooks integration | Bidirectional sync | Connector |
| Multi-client / multi-entity consolidation | Yes — up to 20 reporting groups | Yes — consolidated organizations |
| 13-week cash forecast | Yes — deterministic, with confidence bands | Machine-learning forecast |
| Deterministic answers (same query, same number) | Yes — temperature 0.1, audit-grade | ML-generated; output may vary |
| Scenario modeling | Yes — save up to 5 scenarios | Yes |
| Cash calendar view | Payment calendar, 3-week lookahead | Calendar view |
| AI transaction categorization | Yes — Gemini, 3-tier pipeline | Verify with vendor |
| Anomaly / runway alerts | Yes — payroll, AR, runway | Within dashboard |
| Daily morning digest email | Yes — 7am ET | In-app |
| Branded weekly client briefing | Yes | Reports and dashboard share |
| Bank-grade encryption, read-only Plaid Production | Yes | Yes |
| Cloud infrastructure | Google Cloud (SOC 2 Type II) | Verify with vendor |
| Pricing model | $99/active client — billed for active clients only | Flat tiers $50 / $175 / $350 per month |
| Free trial | 14 days, no credit card | Verify with vendor |
Kordis features and pricing last verified May 2026 from kordis.io. Report an inaccuracy.
Both serve the fractional CFO well. The deciding question is whether the cash position needs to live inside your Excel today.
Both are built for fractional CFOs, both connect bank data via Plaid, and both consolidate multiple client organizations. The difference is the spreadsheet. Kordis’s public site describes an optimized spreadsheet for finance professionals as coming soon. TreasuryFlow ships a native Microsoft Excel Add-in and a Google Sheets Add-on today — live multi-client cash and the 13-week forecast appear inside your existing workbook. TreasuryFlow can also rebuild a CFO’s own uploaded workbook layout cell for cell.
As of May 2026, Kordis’s public site lists an optimized spreadsheet for finance professionals as coming soon. Kordis today is delivered as a web dashboard with a table and calendar view. TreasuryFlow’s Excel Add-in is live now and appears as a task pane inside your existing Microsoft Excel workbooks, refreshing live balances and the forecast in the cells of your own template.
Kordis publishes flat monthly tiers — Business at $50/month for one organization, Practice at $175/month for up to five, and Portfolio at $350/month for unlimited organizations. TreasuryFlow’s Firm plan is $99 per active client per month, billed only for clients you actively manage. The two use different pricing shapes. TreasuryFlow is positioned as a premium Excel-native workstation; the per-client price reflects per-client value rather than competing on a flat headline rate. A firm comparing flat-unlimited pricing should weigh that against the Excel-native delivery and the bring-your-own-template workbook rebuild that Kordis does not yet offer.
Yes. Kordis integrates bank data via Plaid and also connects QuickBooks and Ramp. TreasuryFlow likewise uses Plaid for direct bank feeds across 12,000+ US institutions and offers bidirectional QuickBooks sync. On bank connectivity the two are comparable; the distinguishing factor is delivery — TreasuryFlow places the consolidated cash position inside Excel, Kordis presents it in a web dashboard.
Both handle the multi-client book. The deciding factor is whether you and your clients’ boards work in Excel. If the spreadsheet is where your models live and where boards expect the numbers, TreasuryFlow’s native Excel Add-in delivers the consolidated cash position into that file today. If a web dashboard with a table and calendar view is your preferred home base, Kordis is a capable fit, and its spreadsheet is on the roadmap.
Connect every client’s banks via Plaid. See each one’s live 13-week forecast inside the workbook you already trust. From $49/mo.
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