An adviser adds a client and we securely integrate with their accounting package to populate the feed with posts that are business updates. We've combined tried and true financial analysis techniques with today's communication style.
Articles in this section
- Do we support countries outside of the US?
- How do I sign up?
- What about security?
- What is a NAICS Code?
- Do you offer a free plan?
- Why should I use CashFlowTool.com?
- Do you have a mobile app?
- How do I cancel my account?
- Do you work with re-sellers?
- Do you have a partner program?