Client connects banks via Plaid
60 seconds per bank. Read-only via Plaid, tokens encrypted at rest and in transit. Same infra Venmo and Robinhood use.
Your clients connect their banks once and invite you with view-only access. From then on, every client’s real cash position, 13-week forecast, and Monday brief live on one dashboard, no password sharing, no CSV exports, no IT tickets.
Your clients subscribe at $99/company; your firm console is included.
Or book a 15-min walkthrough →Your client sets up TreasuryFlow in 5 minutes. Plaid pulls their banks live. They invite you with one click. From now on, their cash position is a dashboard URL away: the real numbers, not a reconstruction.
60 seconds per bank. Read-only via Plaid, tokens encrypted at rest and in transit. Same infra Venmo and Robinhood use.
Settings → Team → paste your email. You get a signed link. No TreasuryFlow account, no password, no SSO config.
View-only dashboard with their consolidated cash position, runway, anomaly alerts, and a board-ready forecast chart you can export.
Month-end shifts from data archaeology to recommendations. You bill the same hours at advisory rates instead of cleanup rates, and your client sees the difference in the conversation.
Every Monday, each client’s cash brief is drafted overnight from their bank and their books. You review the handful that actually changed, then release the rest with one approval. The two-hour rebuild becomes a fifteen-minute gatekeep.
Combined cash across your roster up top, per-client drill-down underneath: the whole book in one view.
Each client’s live bank balance checked against their QuickBooks, with intercompany transfers and duplicates surfaced, so the number you hand them is one you trust.
Debt, payroll and tax already in the line: not a balance snapshot, a real forward view.
Your name on the dashboard and the client briefs: it reads as your firm’s product, not ours. Paste a client list to send the invites in bulk; each client connects once.
Every client gets a double-entry general ledger generated from their live bank feed — not from data entry — and it shows its work. The only AI is categorization; the accounting is deterministic, so debits always equal credits and every figure traces to a real cleared transaction.
Real double-entry journals from the bank transactions, ready to review or export into QuickBooks as the system of record.
Anything it can’t classify confidently waits in Suspense, out of the P&L. You clear the few exceptions instead of re-keying the whole month.
Closing ties to the bank every time, so the books you hand your client are ones you can stand behind.
Open the firm demo: a live ~30-client sample book, no signup, no bank, no card. Click every client’s cash, the Monday brief, the bank-vs-books delta.
Fifteen minutes with our team: bring your book, see your own workflow on the screen, get your questions answered.
For every client you bring on, choose one: a free month of TreasuryFlow, or 20% of what that client pays us for their first year. One reward per client, whichever you pick.
The fine print, plainly: the revenue share runs for a client’s first 12 paid months, a head start on each new client, not a forever annuity. We pay on what the client actually pays us, so there’s nothing to chase and nothing owed on a client who isn’t billing.
Connect a client’s banks once, invite the controller, and month-end speeds up on its own. The same hours the team already spends shift from data gathering to actual advice: that’s the whole pitch.
The pitch, in plain words. No named firm case study yet; when a firm becomes the first, we’ll credit them first.
No. Your client invites you with your email address. You receive a signed link that opens their dashboard, no account creation, no password, no SSO config. If you eventually want your own firm console to roll up every client, that’s a separate (free) signup.
These tools organize, review, and report on the books your client’s data entry produced. TreasuryFlow builds a second set straight from the bank feed, a bank-truth ledger, so you’re checking the client’s numbers against what actually cleared rather than working from a prettier version of the same numbers. Many firms run it alongside their close and planning stack.
The full dashboard: consolidated cash position, all connected accounts with balances, 13-week forecast, variance analysis, anomaly alerts, and the ability to export to Excel. You cannot initiate payments, change bank connections, or modify user settings.
Bank connectivity is read-only via Plaid, the same infrastructure Venmo and Robinhood use, connected to 10,000+ financial institutions across the US and Canada. TreasuryFlow cannot transfer funds. Your client connects their own bank, so you never hold or see their banking credentials. View-only accountant access is explicitly designed for AICPA-style practice rules: no shared credentials, no password rotation risk, access can be revoked by the client in one click, and when a client disconnects their bank, the connection is fully severed at Plaid, not just hidden in the dashboard.
Yes, that’s the firm console, and it’s included. Each client invites you with view-only access, connects their own bank, and rolls up into one dashboard: combined cash across the book up top, per-client drill-down underneath, each client’s 13-week forecast, and a Monday brief. Who pays for what →
For every client you bring on, you choose one reward: a free month of TreasuryFlow (a credit on your next invoice, once your referred client has paid their first month), or 20% of what that client pays us for their first 12 months. One reward per client, whichever you pick, never both. On the revenue share, a 30-client book earns your firm $7,000+ a year. We pay on what the client actually pays us, so there’s nothing to chase.
It stays simple: $99/mo per client company, flat, all features, however many clients you carry. There is no firm tier, no seat count, no volume table. Prefer to carry billing yourself for a client too small or new to bill directly? You can. Want to walk your book through it first? Book a 15-min walkthrough →
Clients ask “isn’t this just QuickBooks?” Here’s the straight side-by-side, and where a live, multi-client bank feed changes the answer.
Every client’s cash on one screen, every morning. Explore the firm demo (no signup, no bank, no card), then bring your book.