Most owners check cashflow when they're worried, not before. By the time they're worried, the choices have narrowed. Earlier visibility means earlier action.
SMB cashflow forecasting is usually a spreadsheet that's a month out of date. The owner senses something is tight, scrambles to chase invoices, delays a supplier, hopes for the best. Most cashflow stress is preventable with 60-day visibility.
Connects to Xero, your bank feeds, your CRM (for upcoming invoices), and learns your seasonal patterns. Projects the next 90 days of cashflow daily — incoming, outgoing, net position. Surfaces gaps early with options: which invoices to chase first, which expenses are flexible, which payments to time.
OAuth into Xero or MYOB, bank feeds, CRM. We handle the integrations.
Reads two years of history. Learns your patterns — seasonality, customer payment behaviour, expense rhythms.
Daily-updated 90-day cashflow projection with confidence ranges. Gaps surface as alerts.
Pre-emptive actions — invoices to chase, expenses to flex, payments to time differently.
Build time: 3-4 weeks · Includes audit, build, training, 30 days of post-launch support
Start with a 30-min callThirty minutes. No commitment. We'll know within twenty whether it's the right fit for your business — and we'll tell you, either way.
Book the call