CashSignal gives you a real-time view of every client’s cash position, and tells you what to do about it, so you’re always one step ahead.
Every one of these is a solvable problem - but only if you have the right data. Most firms don't.
Your clients' QuickBooks or Xero is typically 4–8 weeks behind on reconciliation. Any cash advice built on that data reflects last month's reality - not today's. A shortfall arriving in two weeks may not be visible in the books at all.
✓ CashSignal: Live bank feed, always currentMost accountants learn about a client's cash crisis when the client calls in a panic. By then the options are expensive and limited. Proactive advice - before the crisis - is what clients actually need and will pay a premium for.
✓ CashSignal: Alerts before problems hitTo check on a client's cash position, you log into their account separately. With 15 clients, that's 15 logins. You can't spot patterns, triage risk, or deliver proactive advice at scale without a unified view.
Even when you do spot a problem, traditional tools just show the issue - they don't tell you what to do. Going to a client with "here's what you need to do and why" is far more valuable than "you've got a problem".
✓ CashSignal: Specific actions with dollar impactMost cash tools show you what might happen. They don't tell you what to do about it.
CashSignal is different. It's not just a forecasting tool - it's a cash decision engine built for how businesses actually operate.
Forecasting tools show you the future.
CashSignal tells you what to do about it.
Cash flow forecasting is one of the most valuable services an accountant can deliver. The problem has never been forecasting itself - it's been that every major tool forecasts on stale data, at the wrong level of detail, and on a methodology that silently blends cash and accrual accounting. That produces a forecast that looks credible but isn't. CashSignal's forecasting module was built to fix all three problems.
Float, Pulse, and Cash Flow Frog all read from QuickBooks or Xero. If your client's books are 4–6 weeks behind - and most are - their forecast is 4–6 weeks behind too. CashSignal builds its forecast from the live bank feed, so it's accurate the moment you open it. Connect QBO on top for invoice and bill detail, but the foundation is always real-time bank data.
✓ Always current - no reconciliation requiredEvery other tool shows weekly totals. CashSignal forecasts are built from individual customer payment patterns and vendor payment schedules - giving you a week-by-week view of who is expected to pay, when, and what happens to cash if they're late. When you walk into a client call, you know it's not just "collections are down." You know it's Client A who's 12 days late on $18,000.
✓ The only tool with customer & vendor level forecastingThis is the problem no one talks about. Most forecasting tools pull from QuickBooks - which is accrual-basis accounting - and display it as a cash forecast without converting it. Revenue is recorded when invoiced, not when paid. Expenses are recorded when billed, not when the check clears. The result is a forecast that looks precise but misrepresents actual cash timing. CashSignal lets you choose: true cash basis from the bank feed, accrual basis from QBO, or both side by side.
✓ No other tool offers genuine cash basis forecastingEvery feature in CashSignal's accountant plans is designed around one question: how do you deliver proactive cash intelligence to 15 clients without it consuming 15 hours a week?
See every client's balance, runway, and risk signal in a single view. Green, amber, or red at a glance. No logging in and out of separate accounts. Triage your whole book of business in minutes, not hours.
Each client securely connects their bank account. From that moment, their cash position is always live - regardless of when their books were last reconciled. Your advice is always built on current data.
Drill into any client to see exactly which customers owe them money and which vendors are due - by name, amount, and timing. Walk into client calls knowing the specific drivers behind every number.
When a client is flagged at risk, CashSignal generates specific, ranked actions - delay this payment, chase this invoice, reduce this spend - with the real-time dollar impact of each one. Your recommendation is ready before you pick up the phone.
As long as your client maintains current books, layer in each client's QBO connection for customer invoice, bill-level detail, and richer solutions. You can even resend past-due customer invoices right from CashSignal.
Model any decision for a client - a new hire, a lease, a purchase - against their live cash position. Show them the week-by-week impact before they commit. This is the advisory conversation that builds loyalty.
Invite clients to link their bank account, less than 5 minutes per client. No software installation, no book cleanup required first.
Your agency dashboard populates immediately. Every client's live balance, runway, and risk signal - in one view, updated automatically.
CashSignal flags clients approaching shortfalls before they happen. You know about the problem before your client does - which is the entire point.
Walk into every client conversation with specific, data-backed actions ready. That's what advisory looks like - and what clients will pay a monthly retainer for.
One plan, every feature included. A per-client rate that drops as you grow.