For Accountants & Firms
Know which clients need you
before they call.
CashSignal gives you a live view of every client's cash position — from one dashboard, on real bank data, with specific actions to recommend. No waiting for books to close.
🖥️
Monitor all clients from one agency dashboard — no separate logins🏦
Live bank feed per client — always current, regardless of book status🔗
Optional QBO integration per client for even richer detail👥
Customer and vendor level detail — see exactly what's driving each client's cash position💡
Solutions Engine generates specific recommendations before you pick up the phone
Rosewood Catering
$28,400
13 wks
Green
Review marketing spend, 8% higher than industry
LiftOff Fitness
$11,200
5 wks
Amber
Chase $8k overdue invoice from Client A
Joe's Coffee Shop
$4,100
2 wks !
Red
Delay $1,800 AP payment to Supplier B
Norton Lumber Co.
$62,800
13+ wks
Green
Duplicate software subscriptions detected
⏱️
7 days free — no credit card required
Full access including agency dashboard. No charge until your trial ends.
Start your free trial
Choose the plan that fits your firm. You'll have 7 days of full access — including all client connections — before any payment is required.
Select your plan
Accountant
$199/mo
Monitor up to 10 clients in real time and deliver proactive cash recommendations from one dashboard.
- Agency dashboard — all clients in one view
- Live bank feed per client
- Optional QBO feed per client
- Customer & vendor detail per client
- Solutions Engine per client
- Full cash forecasting and planning suite
- Supports up to 10 clients
- Dedicated onboarding session
Best Value
Accountant+
$399/mo
Full platform for firms offering cash advisory as a premium service — support up to 30 clients and receive priority support.
- All Accountant Features
- Support up to 30 clients
- Priority support
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