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 — see how many more clients you could take on if cash work took 5 minutes per client instead of 90.
Get the personalized breakdown — your firm's specific math, plus the 1-page capacity playbook for bookkeeping firms and fractional-CFO practices.
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." Real customer time-tracking on this is 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.