Most firm owners think they're maxed at 25–35 clients. They're not. They're maxed at the time the cash workflow eats. Plug in your numbers to see how many more clients you could take on if cash work took 5 minutes per client instead of 90.
Your firm's capacity math is on screen above. Grab the free Monday Cash Close 13-week workbook: direct download (.xlsx), no email required. Want a second set of eyes on your capacity math? Leave your email and your inputs land in the founder's inbox; a person reads these, not a drip.
That capacity is locked up in one ritual: the Monday cash build, every client, by hand. Autopilot does the build for you overnight, so Monday becomes a review, not a rebuild.
Every client’s cash brief is built from their bank and their books before you sit down.
You see only the clients that actually moved or need a call. The healthy ones are already done.
Approve the rest in one pass, white-labeled to your firm. Review the 6, send the 30.
The two-hour rebuild becomes a fifteen-minute gatekeep. You stay in the loop on every client, every email. The busywork is what leaves.
That's the typical time-on-task in TreasuryFlow once you've connected a client's banks: open the multi-client dashboard, scan the per-client cash row, click into anything that looks unusual. The work that used to be "log into 4 portals, copy 4 balances into a sheet, send the client an email" collapses to "look at one screen." In our own testing and early-user sessions, this runs 3–7 minutes; we use 5 as a conservative midpoint.
No. The "extra clients possible" output is a capacity ceiling, not a forecast. If you don't want more clients, the freed hours can go to higher-margin work (advisory, fractional CFO retainers, year-end planning): same math, different output line. The annual revenue uplift would then come from rate uplift on existing clients, not new client volume.
$99/client/month, billed monthly per active client, no per-seat fees, carried by your firm, or paid by the client directly for their own company; your choice, per relationship.
Then run the math the other way. If cash work goes from 45 min/client to 5 min/client across 22 clients, you're recovering ~14 hours a week. That's two days you don't have to hire for. Firm owners we've talked to do all three: take on a few more clients, raise rates 10–15% (the work is genuinely better), and stop hiring for cash work specifically.
Typical client onboarding: 12–18 minutes. The client sends Plaid invitations to their banks, your firm sees the data appear in your multi-client dashboard. No data export from QuickBooks. No CSV imports. See the full bookkeeper-firm walkthrough.
Weighing this against another tool? Here’s the honest side-by-side: what each does well, and where a live, multi-client bank feed changes the answer.
Watch the 60-second interactive demo (no signup), or start a free 90-day trial: $99/active client/mo, no per-seat fees.
Rolling TreasuryFlow out across your book? Apply to the partner program → 20% rev share for 12 months. 2-min form.