Drive your business forward
Better cash flow insights.
Smarter business decisions.
Cash flow made easy
Track cash flow health and access key insights into your business financials with a click. Our all-in-one finance tool is simple and smart, so you can focus on growing your business.
Ease & convenience
Goodbye, spreadsheets. Hello, simplicity. Understand the numbers right when you need them.
Peace of mind
Set and track your financial goals, then relax. We’ll monitor your cash flow, provide updates on your progress, and let you know when it’s time to take action.
Cash flow freedom
On-demand access to your available credit means we can help you cover day-to-day expenses or tackle new opportunities.
Your personalized financial companion
Designed for the small business owner, Cash Flow Advisor helps you crush your financial goals and make better decisions for the future – all for free.
360 view of your finances via connected sources and platforms
Personalized goal setting and alerts
On-demand access to available credit
Easy-to-understand weekly reporting and forecasting
Free for small businesses
Getting started is easy
Sign up & confirm
Send us your business name and email address. We’ll send you a link to help us verify your account.
Connect with a click
Securely connect your bank account(s) to Cash Flow Advisor.
See your cash flow, fast
In only a few minutes, you’ll have the financial insights you need to make smart decisions.