Hello Cashflow is Xero’s Most Useful Cashflow Plug-In
Turn ugly reports into dashboards your clients finally 'get'
—without changing a single thing about how you work.
86% of business owners are confused by their accountant’s reports—but they won’t tell you.
If they feel lost, someone else will come along who makes it feel easy.
Why is it always after the panic sets in and the numbers are a mess that they reach out?
Spreadsheets and Xero reports weren’t made to guide real-world decisions. They hide what matters most: Where your client stands, what’s ahead, and how today’s choices impact tomorrow.
Hello CashFlow seamlessly plugs into your clients’ Xero
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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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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Hello CashFlow Turns Messy Reports Into Actionable Insight
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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This Is a Limited, One-Time Invitation to Secure Lifetime Partner Access To Hello CashFlow
Pay once, and never again - ONLY 50 SPOTS AVAILABLE
Become one of the first advisors to offer the cashflow tool your clients will never want to live without.
Join the Hello Cashflow Partner Program and get lifetime access to our most powerful, client-loved features—before we go public.
No monthly fees. No ongoing costs. Just a single upfront payment for permanent access.
Designed to plug directly into Xero (with Quickbooks coming soon), Hello Cashflow transforms clunky reports into clear, visual insights your clients can actually understand and run their business decisions through with confidence.
You’ll stand out, save time, and deliver smarter, faster, more profitable advice
—without spending hours on spreadsheets or explanations.
Only 50 firms will be accepted for our Lifetime Partner Access.
After that, the lifetime offer is gone for good.
What You’ll Get
Immediately:
As soon as you join the Hello Cashflow Lifetime Partner Program, you’ll unlock instant access to every core feature—including:
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 Report Sharing: Share Real-Time Data Instead of PDFs
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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Create Live Report Links your clients can access anytime
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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.
Permission Controls: Stay In Charge of What Clients Can See
Give access with confidence—without giving up control.
With Partner Access, you can…
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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
➡️ You stay in control while clients stay in the loop.
Streamlined Client Onboarding: Get Clients Set Up in Minutes
Until now, budgeting used to be a dull and daunting task, but with Hello Cashflow it’s effortless and fun!
With our Intelligent Budget editor, you can...
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Create budgets that are a breeze to understand, helping keep your money safe
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Feel confident about where your money is going and how it affects your profits
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Adjust your budget effortlessly when unexpected expenses or new opportunities arise
Co-Branding:
Put Your Firm Front and Center
Give access with confidence—without giving up control.
With Partner Access, you can…
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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
➡️ You stay in control while clients stay in the loop.
VIP Support: Fast Help When You Need It
No more sending files back and forth—just instant clarity on demand.
A New easier way to interact with your clients, you can…
-
Create Live Report Links your clients can access anytime
-
Let clients interact with charts and projections in real time
-
Share insights without exporting, emailing, or explaining
➡️ It’s the future of financial reporting—accessible, interactive, and always current.
Monthly On-Charging: Create a New Revenue Stream Instantly
A single control center to feel in control of your Clients progress and risk levels
With our Partner Dashboard, you can…
-
Track client activity and key metrics at a glance
-
Add and remove client organizations at any time
-
Find accounts in seconds with smart search
➡️ The visibility you need to support more clients—without working more hours.
The Road Ahead For Hello CashFlow
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Client Overview
Snapshots:
Spot Red Flags Before
They Call You
Custom Client Alerts
& Email Templates:
Turn Insights Into Action
Explain My Numbers
Reports with Built-In,
Plain English
Commentary
Forecasting
& Scenario Builder:
Help Clients Make
Smart Decisions
“Ask Me Anything”:
Give your Clients an
AI-Powered Co-Pilot
Branded Reports:
Stay Top-of-Mind
Automatically 🤯
On-Charge Tracking,
VIP Support, and Private Partner Community
QuickBooks Integration
(and MYOB later on)
Early Access &
Feature Influence:
Help Shape What
Comes Next
What You’ll Get
In The Future:
Come along for the journey as we evolve Hello CashFlow into a cutting-edge financial tool—get in early to benefit from exclusive features and innovations as we grow!
Client Overview Snapshots:
Quickly see which clients are thriving and who needs attention.
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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
➡️ Deliver proactive advice before clients even know there’s a problem.
Custom Client Alerts & Email Templates:
Flag issues. Send advice. Improve retention. Increase revenue.
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Instantly generate pre-written client emails if concerns arise
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Templates auto-populate with client-specific insights
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Alert clients to overspending, tax risk, or revenue drops
➡️ You become the advisor who shows up before the storm—earning trust, loyalty, and generate more chargeable hours.
Reports with Built-In Explainations:
Clients finally understand their numbers—less hand-holding required.
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Every chart includes clear, AI-generated explanations
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Monthly summaries are created and sent automatically
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Reduces confusion and builds trust
➡️ Less 'What does this mean?'—more 'Wow, I get it know'
Forecasting &
Scenario Builder:
Model financial decisions with clarity and confidence.
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AI-powered scenario planner
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Run “what if” projections in seconds
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Test hires, investments, and spending choice
➡️ Clients stop guessing and start asking you what’s next.
ChatGPT Meets Cashflow Intelligence
Give your clients an AI-powered co-pilot for smarter, faster answers.
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Clients (or you) can ask questions like:
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“Why is cashflow down this month?”
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“Can I afford to hire a new team member?”
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“What changed since last quarter?”
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Answers include plain-English explanations + branded charts
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Credit-based system keeps usage easy to manage
➡️ This is an 'Ask Me Anything' AI Assistant —fully visual, always available, and branded under your firm.
Proactive Client Communication:
Stay 'top of mind' automatically - with just a few clicks.
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Clients receive Ai insights of their numbers that would otherwise not be seen
Reports are fully branded and generated automatically
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You get a dashboard showing which clients are engaging
➡️ You look proactive—even when you're hands-off.
VIP Support & Hello CashFlow Community
Turn insights into income—and get world-class support along the way.
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Track who’s paying and who’s not
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Access priority support from the Hello Cashflow team
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Join our private Facebook group for exclusive trainings & bonus resources & support
➡️ You’ll be ready to support more clients, on more platforms—with zero extra work.
QuickBooks Integration (& MYOB later on)
Connect clients no matter what platform they use.
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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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No spreadsheets, no manual importing, no delays
➡️ You’ll be ready to support more clients, on more platforms—with zero extra work.
Help Shape What Comes Next:
Be more than a user—be part of the future of cashflow reporting with early access & feature influence.
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View the internal development roadmap
Vote on feature priorities
Submit requests that influence development
➡️ You're not just using Hello Cashflow—you’re helping build it.
Join the Hello Cashflow
Partner Program Today
A Smarter Way to Serve Clients and Boost Revenue!
Do you want to keep your clients longer?
Easily help them foresee and plan for dips in there cashflow so they don't get 'caught out', but can take calculated risks and actually plot out what those decisions will do to their cashflow. Happy & thriving clients don't leave!
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Do you want to strengthen your business?
Position your practice ahead of the competition by integrating Hello CashFlow into your services. With a single control center, monitor all your clients in one place and identify potential risks before they become unmanageable. Same number of billable hours, but higher-value hours thanks to insights vfrom Hello Cashflow.
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Do you want to save yourself time but not miss out on revenue?
Accountants and advisors are using this cutting edge tool to quickly provide their easy to understand client reports that they bill directly, others are creating a year round recurring revenue stream by allowing their clients direct access.
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Hello CashFlow
Pricing Options
Get Everything—Forever.
$200
USD Per Client
✔ Lifetime Access is a one-time payment per client
✔ 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 spots available for accountants / advisors
or
Get Everything—Forever.
$200
USD Per Client
✔ Lifetime Access is a one-time payment per client
✔ 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 spots available for accountants / advisors
Grab Your Free
E-book Now!
