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 the 15-min firm demo with the founder →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, 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.
Open the firm demo — a real ~30-client book, no signup, no bank, no card. Click every client’s cash, the Monday brief, the bank-vs-books delta.
Fifteen minutes with the founder — bring your book, see your own workflow on the screen, get your questions answered.
Each client company subscribes at $99/month — the same flat price everyone pays, the cheapest line on their software stack. Your firm console, with every client’s cash on one screen, is included. You run the book; the owners carry their own subscription, on their own card. And for every client you bring on, you choose how you’re rewarded.
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.
The moment we connected the banks once and invited our controller, every month-end sped up. The same hours she was already spending shifted from data gathering to actual advice — that’s the whole pitch.
— A TreasuryFlow customer, paraphrased, because we haven’t published a named case study yet. If you become one, we’ll credit you 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.
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 infra that powers Venmo, Robinhood, and 12,000+ US financial apps. 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. Each client company subscribes at $99/month — the same flat price everyone pays — and the owners carry their own subscription. You run the book; they pay. See pricing →
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: each client company subscribes at $99/month, flat, all features — the cheapest line on their software stack. The owners pay directly on their own card; your firm console is included. Prefer to carry billing yourself for a client too small or new to bill directly? You can — your firm can carry the $99/month per company instead. Want to walk your book through it first? Book the 15-min firm demo →
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.