Hello Cashflow for Advisors & Accountants

A cashflow plug-in built for the way clients actually think

Traditional accounting reports explain the past.
Advisors are expected to guide the future.

Hello Cashflow sits between accounting data and advisory conversations, giving you a clear, visual view of cashflow that you can share live with clients.

You’ve seen it too many times.

Clients struggling with cashflow they don’t understand.
Urgent calls when it’s already too late to help.
The same advice repeated with little change in behaviour.

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Paid plans only | 30 day money back guaranteed*

Multi-client dashboard | Seamlessly integrates with:

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The Real Problem

Most business owners aren’t confused by numbers,
they’re stuck on what the numbers mean.

Everything in Hello Cashflow is built to be fast, visual, and connected, so you can proactively guide clients, scale advisory revenue, and become indispensable.

Easy to Understand

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.

Slide to see how your financial reports look in Hello Cashflow.

Always Up to Date

Hello Cashflow connects directly to your clients’ accounting software, keeping numbers current and consolidating P&L, Balance Sheet, and Cash Summary data into live, shareable advisory dashboards.

Developed with strong financial integrity and security controls.

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Hello Cashflow works best with 2 years of financial data

Keeps Getting More Useful

Hello Cashflow is actively being built around real business needs: adding new tools, reports, and guidance as owners face new decisions and moments that matter.

Built by award-winning business owners & chartered accountants..

You start with clarity today, and unlock more support over time.

See Hello Cashflow in Action

Help turn Cashflow Confusion into Confident Client Decisions

Every feature is designed to save you time and help your clients understand and act on their numbers.

1. The Expense Breakdown Your Clients Have Been waiting For

2. Test Any Business Move Before You Make It.mp4

3. This Tool Makes Cashflow for Clients.mp4

4. You’ve Never Seen Net Profit Like This Before.mp4

5. Custom Reports That Save You Hours.mp4

6. Budgeting Sucks. This Makes It Stupidly Simple..mp4

Who Hello Cashflow Is Really For

Built for Advisors who want to do more than Compliance

If this sounds like you, you’ll feel at home here.

Hello Cashflow is not for you if…

Only want year-end reporting

Prefer building everything in spreadsheets

Don’t want clients asking better questions

You're afraid to use new ai powered technology

Hello Cashflow is for you if…

Provide (or want to provide) advisory services

Want to move beyond compliance-only relationships

Value clarity, structure, and scalable systems

You’re comfortable working with live data

Request a Demo

Join the Hello Cashflow Partner Program

A partner model that supports your advisory work – not replaces it

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Hello Cashflow becomes part of your toolkit – not another platform to manage.

Hello Cashflow is a cashflow forecasting and decision-making engine that plugs into xero & quickbooks, so you can proactively guide clients, scale advisory revenue, and become indispensable.

How advisors typically benefit

Higher-value advisory conversations without extra prep time
Stronger client retention through shared financial clarity
Scalable advisory hours without increasing workload
You license a 'seat' for your client and retain full control over how it’s packaged or billed within your services.
Hello Cashflow handles platform support, so you’re not adding technical support to your role.