Most firm owners think they're maxed at 25–35 clients. They're maxed at the time the cash workflow eats. Plug in your numbers: how many more clients fit if cash work took 5 minutes per client instead of 90?
Your capacity math is above. Grab the free Monday Cash Close 13-week workbook: direct download (.xlsx), no email required. Second opinion? Leave your email; your inputs land in the founder's inbox and a person reads them, 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.
Only the clients whose cash moved are held back for you. One approval sends the rest, each under your firm’s name. Every figure traces to a cleared bank transaction.
Sample data. Client names are invented and the figures are illustrative.
The two-hour rebuild becomes a fifteen-minute gatekeep. You stay in the loop on every client, every email. The busywork is what leaves.
Typical time-on-task once a client's banks are connected: open the multi-client dashboard, scan the per-client cash row, click into anything unusual. In our own testing and early-user sessions, this runs 3–7 minutes; 5 is a conservative midpoint.
No. The "extra clients possible" output is a capacity ceiling, not a forecast. The freed hours can go to higher-margin work instead (advisory, CFO retainers, year-end planning). Revenue uplift then comes from rate uplift on existing clients.
$299/mo per company: each client company you track is one company, billed monthly, only for active clients, no per-seat fees. Carried by your firm or paid by the client directly; your choice, per relationship. See plans →
Going from 45 to 5 minutes per client across 22 clients recovers 14 hours a week: two days you don't hire for. Or take on a few more clients, raise rates 10–15%, and stop hiring for cash work.
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: $299/mo per company, no per-seat fees.
Rolling TreasuryFlow out across your book? Apply to the partner program → 20% rev share for 12 months. 2-min form.