Client connects banks via Plaid
60 seconds per bank.
Every client’s cash, forecast and Monday brief on one dashboard. No password sharing.
Your clients subscribe at $299/mo per company; your firm console is included.
Or book a 15-min walkthrough →60 seconds per bank.
No account, no password for you.
Cash, runway, alerts, forecast.
Bill advisory, not cleanup.
Review the few that changed. One approval sends the rest.
Only the clients whose cash moved are held back for you.
Sample data. Client names are invented and the figures are illustrative.
Combined cash across your roster up top, per-client drill-down underneath.
Each client’s bank checked against their QuickBooks.
Debt, payroll and tax already in the line.
Your name on the dashboard and the briefs.
A double-entry ledger from each client’s bank feed. Debits equal credits; every figure traces to a cleared transaction.
Review it, or export into QuickBooks as the record.
Unsure items wait in Suspense, out of the P&L.
Closing ties to the bank every time.
One reward per client, never both. 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.
The security basics are in the trust band above and on the security page. For your practice rules:
Needs a login at the bank itself, for statements or check images? The bank access guide has the official delegated-access path at every major bank, no shared passwords.
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 →
Per client you bring on, you pick one reward: a free month, or 20% of what they pay us for 12 months. Never both. See the choice and the terms →
$299/mo per company, flat, however many client companies you carry. No firm tier, no seat count, no volume table. Book a 15-min walkthrough →
Explore the firm demo, then bring your book.