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Predict your clients’ cashflow future with FreeAgent

3rd Dec 2020
Brought to you by
FreeAgent logo

Award-winning accounting software for small business owners and their accountants and bookkeepers.

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Have you found this content useful? Use the button above to save it to your profile.

Today the UK’s #1 Small Business Accounting Software, FreeAgent, launched it’s brand new Cashflow feature.

Predict your clients’ cashflow future with FreeAgent

FreeAgent’s new Cashflow feature will automatically build a near-term cashflow forecast for your clients based on data in their FreeAgent accounts. This data will include invoices, bills, salary and upcoming tax liabilities.

As well as forecasting how a client’s bank balance might fare over the next 90 days, FreeAgent will alert your client if it looks like their balance might dip below zero, allowing you both to plan ahead and take early action if needed.

The feature allows you to exclude individual transactions and even entire bank accounts, allowing you and your clients to tailor their Cashflow picture. 

You can find the new Cashflow area in the Banking section of your clients’ FreeAgent accounts and you can read more about the functionality in our Knowledge Base.

Find out more about how FreeAgent can help you work with you small business clients.