Frequently asked questions

SimplyCashFlow.io is a AI CFO designed and developed by team of experts in finance and technology. We are a comprehensive cash flow management platform designed to help businesses across various industries track, manage, and optimize their cash flow. Our platform provides real-time insights, detailed financial forecasts, and powerful tools to ensure your business remains financially healthy.

Getting started is easy! Simply sign up for a free trial on our website, connect your accounting platform, and start managing your cash flow with our powerful tools. You’ll have access to real-time insights, detailed forecasts, and all the features SimplyCashFlow.io offers.

SimplyCashFlow.io has a 1-click integration with leading accounting platforms like QuickBooks, Xero, Sage, MYOB, FreshBooks, Zoho Books, and more. We’re also planning to integrate with Shopify soon, making it easier for ecommerce businesses to manage their finances.

SimplyCashFlow.io serves a wide range of industries, including Construction, Startups, Creative Companies, Digital Agencies, Healthcare, Retail, Ecommerce, Higher Education, Manufacturing, and Professional Services. We offer tailored solutions to meet the unique financial challenges of each industry.

Our AI-powered tools analyze your financial data to provide personalized cash flow insights, forecasts, and recommendations. The AI continuously learns from your data to improve its analysis, helping you make more informed financial decisions.

We are committed to ensuring compliance with the General Data Protection Regulation (GDPR). Your data is stored securely in the USA, and we take all necessary steps to protect your personal information. You can learn more about our data practices in our Privacy Policy on the Privacy page.

SimplyCashFlow.io offers a simple plan of $19.95 per month designed to meet the needs of businesses of all sizes. We don’t charge if you have additional data or your revenue increases dramatically. We provide a 7 day free trial to help you explore our platform, and then sign up securely with Stripe. 

Yes! Our Multi-Client Solutions are designed for accountants, bookkeepers, family offices, angel investors, and venture capitalists. You can register for a master account and manage multiple client accounts from a single dashboard, providing real-time insights and customized reporting for each client.

SimplyCashFlow.io provides detailed financial forecasts that allow you to plan for future expenses and revenues. Our platform helps you make informed decisions about your business operations by providing accurate and up-to-date cash flow projections.

Scenario planning is a feature that allows you to forecast cash flow under different scenarios, such as changes in revenue, expenses, or hiring. This tool helps you evaluate the financial impact of various strategies, ensuring you make data-driven decisions that align with your business goals.

Yes! SimplyCashFlow.io allows you to create customized financial reports tailored to your specific needs. These reports can include key metrics such as cash on hand, burn rate, runway, sales performance, and more. They are perfect for keeping stakeholders, investors, and clients informed and confident.

Absolutely! SimplyCashFlow.io is designed to support both bootstrapped and funded startups. We offer real-time cash flow tracking, burn rate and runway calculation, and investor reporting tools that help startups optimize their financial management and achieve growth.

SimplyCashFlow.io offers comprehensive support, including tutorials, guides, and customer service to assist you with any questions or challenges you may encounter while using the platform. Our team is here to help you make the most of our cash flow management tools.