See exactly what a multi-client firm sees every morning: the cross-client cash rollup, the per-client briefing drawer, the multi-entity cockpit, the white-label invite flow. Real working UI, synthetic data, no credit card.
Opens in the TreasuryFlow web portal · no signup, no bank connection, no card · close the tab when you’re done.
Top of the dashboard shows total cash under management across all 5 clients: one number, refreshed every morning. That’s the morning bank-ritual every fractional CFO does by hand today, replaced.
Click any client in the roster. The right-side drawer opens with that client’s cash position, 13-week forecast, runway, and current week’s collections. Same screen, no tab-switching. Now imagine doing that across 30 clients.
Click “Invite client.” The preview shows what the client receives: under your firm’s name and brand color, not ours. They click, connect one bank, and you see their cash position before their next standing meeting.
“Bank account consolidation, dynamic reporting, data visualization and forecasting that your bank can’t offer.”
Only active clients count: if you offboard a client, the $99 stops with them. Each client can ride on your firm’s bill or pay for their own company directly (your choice, per relationship). 90-day free trial. White-label invite is included. No setup fee. No per-seat fee on the firm side.
Want a guided 15-min walkthrough on your own data shape instead? Book a 15-min walkthrough →