Advisors

ADVISORS

Take your accounting
practice to the next level

Provide your clients with your experience, and we’ll
 provide the accounting software.

Take your accounting practice to the next level

Provide your clients with your experience, and we’ll provide the accounting software.

Join Free

ADVISOR PANEL

Manage all your clients
in one place

Manage all your clients in Cashflow’s advisor panel. Group them by category, size, type of business, or in any way you need.

KPI ALERTS

Serve more clients
in less time

Easily keep track of the most important KPIs of your clients’ business. Set alerts to always be on top of your clients’ accounting records.

ADVISOR DIRECTORY

Find new clients

Offer your services to the thousands of businesses that currently use Cashflow as their accounting software.

ADDITIONAL BENEFITS

Get a 10% recurring commission

Recommend the most complete and easy-to-use accounting software for small businesses and get a 10% recurring commission of every payment for each new client you recommend Cashflow to.

TRAINING & COURSES

Become a Cashflow Expert

Learn everything there is to know about Cashflow to quickly set up and manage new businesses, no matter what industry they’re in.

Visit the Training Academy

ADVISOR PARTNER PROGRAM

Simplify your accounting practice

Join our advisor partner program and access all of
your client accounts in the advisor panel.

Join our advisor partner program and access all of your client accounts in the advisor panel.

Join Free

Not an advisor but still want to earn by referring Cashflow?, Join here!