Cash Flow Planning
49 products
Fathom Portfolio
Fathom
·Financial Reporting+2
-
Fathom
Fathom
·Financial Reporting+2
-
Fundbox Term Loan
Fundbox
·Business Credit & Lending+1
-
Fundbox Line of Credit
Fundbox
·Business Credit & Lending+1
-
XenCapital
Xendit
·Business Credit & Lending+2
-
Emergency Savings
Vestwell
·Cash Flow Planning+2
-
Finance Helper
Brigit
·Budgeting+2
-
Credit Builder
Brigit
·Business Credit & Lending+1
-
Instant Cash
Brigit
·Business Credit & Lending+1
-
Solo 401(k)
Betterment
·Robo-Advisors+2
-
High-Yield Cash
Betterment
·Online Business Accounts+2
-
Kraken Institutional
Kraken
·Treasury Management Systems+2
-
Insights
Mercury
·Financial Reporting+2
-
Venture Debt
Mercury
·Business Credit & Lending+2
-
Working Capital Loans
Mercury
·Business Credit & Lending+2
-
Balance
Plaid
·Financial Reporting+1
-
Income
Plaid
·Business Credit & Lending+2
-
Mindbody Capital
Mindbody
·Business Credit & Lending+1
-
DeftHedge Solution
Diapason
·Financial Reporting+2
-
myDiapason
Diapason
·Treasury Management Systems+2
-
Lendio
Lendio
·Business Credit & Lending+2
-
MyU Pilotage Financier
MyUnisoft
·Forecasting+2
-
Financial Wellness Center
SS&C Technologies
·Financial Reporting+2
-
DBC Municipal Finance Solutions
SS&C Technologies
·Financial Reporting+2
-
Front Office Solutions
Broadridge
·Financial Reporting+2
-
MoneyLion
Gen
·Online Business Accounts+2
-
Kwote Credit Management & Debt Collection Software
kwote
·Accounts Receivable+2
-
Treasury Management
DFNS
·Treasury Platforms+1
-
Reporting & Data
Airporting
·Financial Reporting+2
-
Part-Time CFO/CFO
Airporting
·Financial Reporting+2
-
iPaidThat
iPaidThat
·Invoice Creation+2
-
Treasury
Tipalti
·Cash Flow Planning+2
-
Treasury & FX
Checkout
·Cash Flow Planning+2
-
Karmen
Karmen
·Business Credit & Lending+2
-
Sumeria AI Bank Accounts
Lydia
·Online Business Accounts+1
-
PayPal Credit
PayPal
·Business Credit & Lending+2
-
Ramp Banking
Ramp
·Corporate Cards+2
-
Risk Management
Kyriba
·Forecasting+2
-
Treasury
Kyriba
·Cash Flow Planning+2
-
Liquidity Performance
Kyriba
·Cash Flow Planning+2
-
Currency Risk Management
iBanFirst
·Forecasting+2
-
Metis
Payflows
·Cash Flow Planning+2
-
Shopify Capital
Shopify
·Business Credit & Lending+1
-
QuickBooks Money
Intuit
·Accounting Platforms+3
-
Mollie Capital
Mollie
·Business Credit & Lending+1
-
Cash Flow Planning
Agicap
·Cash Flow Planning+2
-
Accounts Payable Automation (APA)
Agicap
·Cash Flow Planning+2
-
Bank & ERP Connectivity
Agicap
·Bank Reconciliation+1
-
Cash Management & Forecasting
Agicap
·Cash Flow Planning+3
-
Financial ReportingMainForecastingCash Flow Planning
Fathom Portfolio is designed for accounting firms to easily oversee, monitor, and engage with their entire client base, offering a cost-effective solution for client management.
Features
- Monitor client base with an insights dashboard
- Create custom management reports
- Perform cash flow forecasting and planning
- Generate consolidated financial reports
- Integrate with multiple accounting platforms
- Import financial data from Excel and Google Sheets
- Use custom tags to sort and identify client opportunities
- Generate visually engaging summary reports
Financial ReportingMainForecastingCash Flow Planning
Fathom Portfolio is designed for accounting firms to easily oversee, monitor, and engage with their entire client base, offering a cost-effective solution for client management.
Features
- Monitor client base with an insights dashboard
- Create custom management reports
- Perform cash flow forecasting and planning
- Generate consolidated financial reports
- Integrate with multiple accounting platforms
- Import financial data from Excel and Google Sheets
- Use custom tags to sort and identify client opportunities
- Generate visually engaging summary reports