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?
- What is a NAICS Code?
- Do you offer a free plan?
- Do you have a mobile app?
- How do I cancel my account?
- Do you have a partner program?
- Where do I enter the promo code?
- Can I still use my Finagraph dashboard?
- How does the financial data get into CashFlowTool.com?
- What accounting packages do you support?