What is the short-term cash flow?
The short-term cash flow offers the insights that businesses need to manage their cash flow, while giving advisors an opportunity to start deeper conversations with their clients. This accessible and interactive tool visually projects a business’s bank balance 30 days into the future, showing the impact of existing bills and invoices on cash flow.
Simply choose any bank account(s) and switch between a 7 or 30 day view of the projected bank balance. You’ll be able to see the impact of paying a bill today versus next week and know which invoices to follow up on again to help with cash flow.