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Financial Clarity

See where your money is, where it's going, and what's coming next. Cashflow Manager gives you the financial visibility you need to make confident decisions.

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Cashflow Manager is included in these bundles

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Plugins / Finance & Billing

Cashflow Manager

Track cash position, see projections, and stay ahead of upcoming payments

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  • What You'll See
    • Cash Position — Summary cards showing revenue, expenses, and net cashflow
    • Projections — 12-month forecast with confidence intervals
    • Upcoming Payments — Timeline of recurring expenses due soon
    • Trend Charts — Visual history of cash in vs. cash out
  • Smart SetupGet started in minutes:
    • Template Mode — One-click installs Revenue, Expense, and Cash Account entities
    • Manual Mode — Map your existing entities and fields
    • Auto-Discovery — Finds number and date fields automatically
  • Financial DashboardReal-time view of your finances:
    • Summary Cards — Revenue, expenses, net cashflow at a glance
    • Date Filtering — All time, today, week, month, quarter, year, or custom range
    • Recent Transactions — Latest activity across all sources
    • Invoice Integration — Confirmed revenue from your billing tracked separately
  • 12-Month ProjectionsSee into the future:
    • Baseline Forecast — Monthly projections based on your data
    • Confidence Intervals — High and low bands show range of outcomes
    • Growth Assumptions — Built-in 3% monthly growth modeling
    • Key Metrics — Revenue, expenses, net cashflow, and cumulative cash
  • Upcoming Payments WidgetNever miss a payment:
    • 90-Day Look-Ahead — See what's due soon
    • Status Indicators — Overdue (red), due soon (orange), upcoming (green)
    • Recurring Intelligence — Weekly, bi-weekly, monthly, quarterly, annually
    • Payment Totals — Summary by status category
  • Visual ChartsUnderstand your finances visually:
    • Pie Charts — Expense breakdown by category
    • Line Charts — Cash flow over time
    • Gauge Charts — Cash position health
    • Scatter Charts — Revenue vs. expense patterns
  • Perfect For
    • Startups — Track cash and plan ahead
    • Small Businesses — Manage working capital
    • Agencies — Project revenue from clients
    • Freelancers — Plan for feast and famine
    • Any Business — Stay on top of cash
  • Works Great WithInstall these apps to enhance your financial picture:
    • Billing — Sync expected revenue from invoices
    • Contact Manager — Link revenue to clients

How It Works

  1. Step 1

    Quick Setup

    Install the template or connect your existing entities

  2. Step 2

    Map Fields

    Tell us which fields represent revenue, expenses, and accounts

  3. Step 3

    See Dashboard

    Instantly visualize your cash position

  4. Step 4

    Track Payments

    Monitor upcoming recurring expenses

Integrations

Cashflow Manager works great with

Quotes & Contracts

Sync expected revenue from invoices

Contact Manager

Link revenue projections to clients

  • Business Bundle7 plugins includedComplete business management toolkit.

Finance & Billing

More Finance & Billing plugins

Quotes & Contracts

Quote documents, digital signatures, contract analytics, and client-ready pricing proposals

Invoicing

Invoices, payments, taxes, and revenue reporting

Asset Manager

Registry for infrastructure assets, provider sync, current cost, and health fields

Browse all plugins
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