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Instantly know current and
future cash flow

Crunchafi’s Cash Flow software quickly delivers clear, visual insights so you can forecast client cash flow and focus on strategic financial decisions, not manual data entry.

Cash Flow
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Cash Flow

All cash flow insights. One location.

Here’s how Crunchafi automates cash flow analysis.
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Intuitive cash flow forecasts

Get clear, clickable insights into your future cash flow with AI-powered forecasts without the wait.

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Business metric & KPI visibility

Build customized dashboards for KPIs like sales performance or revenue trends and monitor over 30 critical business metrics.

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Cashflow heatmaps

Spot risks and opportunities months ahead with Crunchafi’s color-coded heatmaps.

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What-if scenarios

Quickly evaluate the financial impact of business decisions or major purchases.

No manual data entry
needed to start

Seamlessly integrate Crunchafi’s Cash Flow software with QuickBooks Online and QuickBooks Desktop.

Forecast cash flow in seconds

AI-powered forecasts reveal your client's 6-month future cash flow alongside 12 months of historical data giving you clear, clickable insights without the wait or manual analysis.

Forecast cash flow in seconds

Track business metrics with ease

Monitor over 30 critical business metrics and build customized dashboards—like sales performance or revenue trends—to keep essential insights at your fingertips.

Track business metrics with ease

See daily cash flow fluctuations

Visualize daily cash flow with a clear, color-coded heatmap, making it easy to spot risks and opportunities months ahead. Green is for healthy balances, red is for shortfalls.

See by the day cash balance

Assess the financial impact of business decisions

See financial impacts on cash flow before making critical business decisions with Crunchafi’s what-if scenarios. Quickly evaluate hiring, tech upgrades, or major business purchases for your clients.

Business Decisions

No manual data entry
needed to start

Seamlessly integrate Crunchafi’s Cash Flow software with QuickBooks Online and QuickBooks Desktop.

Forecast cash flow in seconds

AI-powered forecasts reveal your client's 6-month future cash flow alongside 12 months of historical data giving you clear, clickable insights without the wait or manual analysis.

Forecast cash flow in seconds

Track business metrics with ease

Monitor over 30 critical business metrics and build customized dashboards—like sales performance or revenue trends—to keep essential insights at your fingertips.

Track business metrics with ease

See daily cash flow fluctuations

Visualize daily cash flow with a clear, color-coded heatmap, making it easy to spot risks and opportunities months ahead. Green is for healthy balances, red is for shortfalls.

See by the day cash balance

Assess the financial impact of business decisions

See financial impacts on cash flow before making critical business decisions with Crunchafi’s what-if scenarios. Quickly evaluate hiring, tech upgrades, or major business purchases for your clients.

Business Decisions

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Automate cash flow
forecasting in 3 simple steps

Get Started

Create

Make an account using Crunchafi’s
Cash Flow software.

Integrate

Connect Crunchafi’s Cash Flow software to your QuickBooks Online or QuickBooks desktop account.

Forecast

View accurate cash flow forecasts, analyze key business metrics, and visualize financial scenarios.

What we’ve heard

Here’s why accounting and financial professionals choose Crunchafi’s Cash Flow software.

“This is the product firms have been waiting for. Instant insights, customizable dashboards, and a clean user interface. The information is portrayed in a way that is digestible by the client, yet detailed enough for the accounting professional. Finally, there is a product that I can use across my entire client base without regard to size or industry, and with less than 5 minutes of setup work. Crunchafi is upping the game for advisory services.”

Kaydee P.

Business Development Manager, Intuit

“Crunchafi’s Cash Flow software has been an integral tool to building out our advisory program.”

Kimberly C.

Business Development Manager, Intuit

“Crunchafi’s Cash Flow software is a real game changer, giving our clients a much better outcome.”

Pam S.

Owner & CPA, On the Books Accounting & Consulting

FAQs

Quick answers to your questions about our suite of accounting and financial solutions.

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What is Cash Flow from Crunchafi?

It's a cash flow management platform that helps small businesses and accountants forecast, monitor, and understand cash flow. It connects to QuickBooks and uses real-time data to generate clear, actionable insights. 

How does it help my business?

It gives you a clear view of your current and future cash flow, so you can make smarter financial decisions, avoid surprises, and plan ahead with confidence. The visual dashboards and alerts make it easy to stay on top of your finances. 

What accounting software does it integrate with?

It integrates directly with QuickBooks Online and QuickBooks Desktop, syncing your data in real-time to provide up-to-date cash flow forecasts and insights. 

Is my financial data secure?

Yes. Our software uses bank-level encryption and follows strict security standards to protect your data. Your information is always stored securely and never shared without your permission. 

Ready to streamline cash
flow forecasting?

Eliminate manual tasks and empower your firm to make more
informed financial decisions with Crunchafi’s Cash Flow
software.

Get Started