Cash Flow Updates

Choose Your Plan

Monthly or annual. No setup fees,
and you can cancel anytime.

Choose your way to pay

Both plans give you the full cash flow forecasting tool, the same features, and the same support. The only difference is how you’d rather pay-a little each month, or once a year for the better rate.

 

Once you choose your plan, you get instant access to the spreadsheet and a step-by-step guide that walks you through adding your revenues and expenses for the year. From there, a short weekly routine keeps your numbers current, so you always see where your cash is headed.

Features include:

  • Income and expense tracking, organized your way
  • Track each client and vendor by name, so you see exactly where money is coming from and going to
  • Add a note to any entry, so the context behind every number is right there when you need it
  • Cash flow forecasting for the next 12 months
  • Scenario testing-see what a new expense does to your cash before you commit
  • Downloadable reports you can share with your bank, accountant, or partners
  • Step-by-step setup guide, so you’re never guessing
  • Phone support-talk to a real person whenever you have a question
  • Share access with your bookkeeper or accountant at no extra cost

Annual

Recommended

$150 / year

Save $30 a year compared to paying monthly

That’s less than $3/week to know your cash forecast, always

Monthly

$15 / month

Pay as you go

With either plan, you can cancel any time, and your plan will terminate at the end of your paid period.
There’s no contract and no cancellation fees.

Know exactly where your cash is headed

Pick the plan that fits, and start seeing your cash position weeks and months ahead

Monthly or Annual Payments

Once you select your Cash Flow Updates plan, you will have access to our step by step guide. It walks you through how to add your revenues and expenses for the year. Then, you’ll have a step by step process to follow for weekly updates, so you can stay on top of any changes in your business.

We offer month by month and annual payment options, so you can choose the plan that best meets your needs.

  • Unlimited users per account
  • Income and expense tracking
  • Future cash flow projections
  • Download reports
  • Step by step guide on how to input data into Cash Flow Updates

Annual

$150

Monthly

$15

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Let's get started

Your Plan

Annual $150
Monthly $15
  • Help when you need it
  • No contract
  • Cancel anytime

Frequently asked questions

Cash Flow Updates provides a spreadsheet that is accessible online securely from any web browser. It is not necessary to download any software.

Very easy! Everything is set up. You just need to personalize the categories for your company. It’s important to organize your revenue and expenses into categories that will make it easy to track everything, so you can see quickly where your business is heading from a cash flow standpoint. You will have access to step-by-step instructions to complete the setup.

Yes, phone support is included. Simply call the main number any time you have a question about how Cash Flow Updates works.