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Most Business Owners Are Confused by Their Accountant’s Reports—But Won’t Tell Them
Hello Cashflow is Xero’s Most Useful Cashflow Plug-In that Turns Ugly Reports Into Beautiful Interactive Dashboards Your Clients Actually Understand... all while making you look brilliant.
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Plugs into your clients’ Xero account
Backed by Serious Financial Intelligence, it combines the data from the P&L, Balance Sheet, and Cash Summary—instantly transforming it into meaningful insight.
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Hello Cashflow Brings Ugly Reports to Life so they're easily understood
Give your clients clear dashboards and scenario tools that give them clarity & confidence. You’ll deliver higher-value advice—without getting buried in the basics.
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Introducing Hello CashFlows' Brand New 'Partner Program'!
Due to popular demand, Accountants & Advisors now get access to a centralised control center to view all your clients at once - Only 50 firms will be onboarded in this first release.
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See Hello Cashflow in Action
Every feature is designed to save you time—and help your clients understand and act on their numbers.
Only 50 Advisors Will Get First Access — You’re Invited to Be One of Them.
Pay Once.
Use Forever.
Help Shape the Future:
We’re inviting just 50 accountants and advisors to secure lifetime access for their clients—long before Hello Cashflow 'Partners' becomes publicly available on a monthly subscription.
This is more than early access. We’re looking for advisors willing to share feedback and help shape Hello CashFlow to be the dream tool you and your clients will never want to live without.
How Lifetime Access Works:
Here's what is included:
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The price is $250+GST per Xero connection — one-time payment, no monthly fees, ever
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Keep each 'connection' for life — no expiry, no hidden costs
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If a client leaves, reuse the 'connection' for another
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Buy as many 'connections' as you want — this is a one-time offer
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Start on-billing clients immediately or bundle into your premium services (suggested on-billing price $40+GST per month)
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Most advisors break even fast (and keep profiting long after)
As you read on, you’ll see exactly what features you'll get access to right away—and what’s coming next..
Our Advice:
Think ahead. Future clients won’t qualify for this deal. You will only get the number of lifetime 'connections' you choose today.
Stock up now while you can—and remember, if a client cancels, you can simply reuse the connection with another client.
What You’ll Get
Immediately
As soon as you join the Hello Cashflow Partner Program, you’ll unlock instant access to every core feature—including:
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Partner Dashboard: Manage 100 Clients Like You’re Managing 10
A single control center to feel in control of your Clients progress and risk levels
With our Partner Dashboard, you can…
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Track client activity and key metrics at a glance
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Add and remove client organizations at any time
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Find accounts in seconds with smart search
➡️ The visibility you need to support more clients—without working more hours.
Live Dashboard Sharing: Share Real-Time Data
No more sending files back and forth—just instant clarity on demand.
A New easier way to interact with your clients, you can…
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Give clients 24/7 access to their own Hello Cashflow Dashboard
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Let clients interact with charts and projections in real time
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Share insights without exporting, emailing, or explaining
➡️ It’s the future of financial reporting—accessible, interactive, and always current.
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Monthly On-Charging: Create a New Revenue Stream Instantly
Turn better reporting into a brand-new revenue stream. With Hello Cashflow, you can on-charge clients for access
Here's how it benefits you:
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Immediate Profit: Charge your clients monthly or annually and recoup your investment fast.
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Reusable Passes: If a client leaves, simply assign their access to a new one.
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Flexible Billing: Roll it into your premium packages, or bill it separately—your call.
➡️ However you bill it, Hello Cashflow boosts your revenue and makes you look like a hero to your clients.
Streamlined Client Onboarding: Get Clients Set Up in Minutes
No training calls required—Both you and your clients know what to do from the first login.
What Your Clients Can Expect Right Away:
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Guided setup that walks clients through their first reports
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Minimal steps and a quick path to a fully optimised account
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Designed for clients to understand their numbers confidently, quickly
➡️ Clients start getting value fast—and you look like a tech-savvy pro.
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Co-Branding: Put Your Logo Front and Center
Put your firm’s brand front and center on every client dashboard.
With Partner Access, you can…
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Add your brand to all client-facing screens and dashboards
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Position yourself as the trusted source of their financial clarity
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Stand out from cookie-cutter reporting software
➡️ You get the credit—Hello Cashflow does the heavy lifting.
Start with Hello Cashflow Today
& Delight Your Clients!
What You'll Get In The Future
Here’s what’s in development and rolling out through this year:
Client Overview Snapshots:
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At-a-glance views of cash flow, profit trends, and risk level
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Traffic light system highlights urgent issues
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Click into any report for deeper analysis
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Permission Controls:
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Choose between read-only or editable access for each client
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Limit access to specific reports or timeframes
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Keep sensitive data protected while keeping clients informed
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Custom Client Alerts & Email Templates:
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Instantly generate pre-written client emails if concerns arise
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Boost chargeable hours with meeting suggestions.
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Alert clients to overspending, tax risk, or revenue drops
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Reports with Built-In Explainations:
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Every chart includes clear, AI-generated explanations
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Monthly finance summaries are created with interesting insights that are not easily spotted.
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A+ level client attention with a click
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Ai Forecasting & Scenario Builder:
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Model business decisions to get the break-even timeline
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Chat with Ai about your scenario and see your reports come to life.
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Make spending/saving choices without risk to your cashflow
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ChatGPT Meets Cashflow Intelligence
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This is an 'Ask Me Anything' AI Assistant —fully visual, always available, and branded under your firm (behind your pay-wall)
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Talk with Ai about your clients numbers and give additional insights no human could spot so quickly
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Custom Reports For Every Client:
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Pick from a menu of custom reports tailored to each client’s needs
Deliver insights that drive action—not just data for data’s sake
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Help clients grow and improve cashflow with reports they actually need to improve
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QuickBooks Integration:
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We are working to integrate Hello Cashflow with QuickBooks as a top priority at the moment.
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Reports stay up to date with daily auto-syncs
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In the future, we will also integrate with MYOB & other major providers
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Help Shape What Comes Next:
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Vote on feature priorities
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Submit requests that influence development
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You're not just using Hello Cashflow—you’re helping build it.
Hello CashFlow
Partner Program Pricing
or
Get Instant Access Now
Connection are now open for Lifetime One Time Purchases
✔ One-time Payment per Lifetime Xero Connection : $250 + GST per user
✔ FREE Access for your own business
✔ Full access to current + future Hello Cashflow features
✔ Buy as many lifetime connections as you want
✔ On bill your clients and keep 100% of the ongoing client revenue forever
*Only 50 Partner Spots available for this limited time offer
Frequently Asked Question
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Can I resell access to my clients?Yes. Our public price will start at $40NZD, but business owners buying direct for themselves will not have access to all the amazing benefits they will get through their advisor in the partner program. Since you’ve already paid the one-time connection fee, the recurring revenue is yours to keep forever.
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What support do I get as a partner?Lifetime partners get VIP support, access to our private Facebook group, and direct input into our product roadmap. Plus we will be building and releasing regular trainings, new features based on your feedback and wishlist feature requests.
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How soon can I start using it?Immediately. As soon as you join, you’ll get access to the platform, onboarding materials, VIP support, and the live MVP feature set. Our team will be in touch to work with you regarding onboarding, training and getting all your connections set up for your clients. It’s all very smooth and easy.
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Is there a money-back guarantee?This is a one-time, non-refundable deal offered to early partners to help fund feature development. If you're unsure, we recommend joining the waitlist and trying the public version when it launches.
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What exactly do I get with the lifetime deal?You get full access to the Hello Cashflow platform, including all current features and every new feature we release—forever. You pay once per client connection and keep access for life. If you want extra connections in the future you will have to pay the market price, so buy as many as you’d like now and a bunch of extras to prepare for your own business growth.
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What integrations are available?We currently integrate with Xero (with daily syncing), and QuickBooks integration is coming soon. Both are included in your lifetime access.
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Will my lifetime access ever end?Your lifetime access means exactly that: you’ll have ongoing access to Hello Cashflow for the life of the platform, with no ongoing fees or surprise charges. We built this deal to reward our earliest supporters—people like you who are helping us shape the future of small business financial clarity. You’ll continue receiving every new feature we roll out, ongoing updates, and VIP support. The only scenario where your lifetime access could be affected is if, far down the track, the business is acquired and the new owners choose to restructure how the product is sold. That said, our intention is to preserve the value we promised to early adopters—especially those who helped fund and believe in the vision from the beginning. In short: you’re not renting access. You’re buying it, owning it, and keeping it.
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How many lifetime spots can I buy?As many as you want—until we hit our 50-partner cap. Firms that buy more are benefitting from more passive income and more happy customers. The choice is yours. This tiny upfront cost will lock in the price for the lifetime of your subscription.
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Are there any additional costs?The only extra costs you can expect are 1, if you want to add any additional clients beyond the lifetime access passes you purchased and 2, additional AI credits if you go beyond your quota each month. Your client will pay for additional AI credits they use and you will pay for any additional credit you use yourself for excessive usage.
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What is a “client connection”?A client connection is one business or organisation you add to your Hello Cashflow account. You can manage multiple connections from your partner dashboard. These will currently be Xero accounts, and we will soon have quickbooks available too
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What happens if I run out of lifetime spots?You’ll still be able to add new clients, but those will be billed monthly at standard pricing. The $250+gst per-client lifetime pricing will not be available again so you may benefit hugely from buying a lot more than you need right now if you intend on growing your business.
Worried About the Cost?
Here's 3 Ways Hello Cashflow Will Make You More Money
On-bill Every Client
You get exclusive partner pricing—then on-bill it to your clients at full price (or higher). That means you keep the margin. This creates an additional passive income stream that you can start earning immediately.
Unlock Higher-Value Advisory Hours
Hello Cashflow helps you instantly spot which clients are heading toward a cashflow crisis—and positions you as the hero who saw it coming. That opens the door for more strategic conversations, deeper support, and more billable time doing high-trust advisory work.
Boost Retention with Happy, Stress-Free Clients
When clients actually get their numbers, they make better decisions, feel more in control, and are far less likely to go out of business. That means fewer panicked calls, fewer client losses—and more stable, long-term revenue for your firm. Less churn. More trust. A stronger bottom line.
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