If you’re an accountant or financial advisor, you know how crucial it is to give your clients a clear picture of their Cashflow. But let’s face it—managing cash flow manually can be time-consuming and repetitive. That’s why at ProudNumbers, we created the Cashflow module to make tracking and reporting Cashflow as easy as clicking a button.
Cashflow is the heart of any business. Our system gives your clients insights on cash inflows and outflows, to make smarter decisions faster. Whether adjusting strategies or jumping on new opportunities, this level of clarity helps them stay ahead of the curve.
Our goal is to save you time, improve accuracy, and give you complete control—all in an Excel-like format you’re already comfortable with.
Here’s how this module helps you streamline your Cashflow processes:
Get a crystal-clear view of your clients’ cash flow with detailed breakdowns that don’t just show the big picture—they zoom in on every underlying transaction. Whether it’s incoming revenue or outgoing expenses, you can easily trace the source of each flow.
Our module offers flexible reporting—whether weekly, monthly, or yearly—so you can present information over the periods that work best for your needs. Track cash flow trends across multiple years to guide clients toward smarter long-term financial planning.
The cashflow module generates indirect and cash reports instantly, reducing manual effort and eliminating repetitive tasks. With a quick setup for cash flow nominal codes, you’ll have accurate, ready-to-use reports in seconds, freeing up time for more important work.
Ready to Simplify Your Reporting?
At ProudNumbers, we understand that managing accounts is just one part of your daily responsibilities as an accountant or financial advisor. Our Management Accounts Professional module is here to ease that burden, allowing you to focus on what truly matters—helping your clients succeed.
Interested in seeing it in action? Contact us for a free demo.