Predict your clients’ cashflow future

This article was last updated on 7th December 2020.

We’ve launched our new Cashflow feature, which automatically builds a near-term cashflow forecast for your clients based on the data in their FreeAgent accounts. This data includes 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.

You and your clients can tailor their Cashflow picture by excluding individual transactions and even entire bank accounts, so feel free to play around with different scenarios.

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.