Multi-Client Solutions for Financial Professionals
Empower your practice with SimplyCashFlow.io’s master account, designed for accountants, bookkeepers, family offices, and investors.
SimplyCashFlow.io offers powerful solutions tailored for accountants, bookkeepers, family offices, angel investors, and venture capitalists. Our master account feature allows you to manage multiple client accounts effortlessly, providing real-time insights and robust financial tools to optimize cash flow management for all your clients.
Benefits and Features
Register for a master account and gain access to multiple client accounts from a single dashboard. Manage and monitor all your clients’ cash flow activities seamlessly.
Get real-time insights into each client’s financial health. Monitor key metrics and generate detailed financial reports to provide exceptional advisory services.
Simplify client management with our intuitive platform. Easily switch between client accounts, track individual cash flow statuses, and manage billing and payments efficiently.
Create customized financial reports tailored to each client’s needs. Provide key metrics such as cash on hand, runway, burn rate, and sales performance to keep your clients informed and confident.
Offer SimplyCashFlow.io’s cash flow management tools as an additional service to your clients. Enhance your value proposition and create new revenue streams by providing comprehensive financial solutions.
Designed with simplicity in mind, our intuitive interface makes it easy for anyone to use, even without financial expertise. Avoid complicated charts and jargon, and understand your cash flow status and forecasts at a glance.
Use Cases
Monitor and manage the cash flow of multiple businesses with ease. Provide clients with accurate financial forecasts and insights to optimize their cash flow.
Keep track of all your clients’ cash flow activities from one platform. Simplify billing, manage expenses, and ensure timely collections to maintain healthy cash flow for each client.
Oversee the financial health of multiple family-owned businesses. Generate detailed financial reports and provide strategic advice based on real-time data.
Monitor the cash flow health of your portfolio companies. Use our scenario planning tools to evaluate the financial impact of various strategies and make informed investment decisions.
Track the financial performance of multiple startups in your portfolio. Provide startups with valuable insights and recommendations to help them manage their cash flow effectively and achieve financial stability.
Ready to enhance your practice with SimplyCashFlow.io’s Multi-Client Solutions? Experience the benefits of our master account today.
