Harness the power of daily, weekly, and monthly forecasts to improve your clients’ financial health in actionable straightforward ways. No endless spreadsheets, no irrelevant messy data, simply review your clients’ cash flow in clear insightful ways and benefit from custom what-if scenarios to plan ahead and take action before the challenges come.
Help clients make better-informed decisions when measuring future impacts of expanding the team by hiring a new employee, of applying for funding opportunities like invoice financing or equipment financing, or even of increasing growth campaigns. Simply log in your dedicated PayPie portal and benefit from daily, weekly, and monthly cash flow forecasts powered by what-if scenarios to view live projections and provide data-driven advice.
Adding value through cash flow advisory is one of the most worth it and straightforward ways for accountants to grow their revenue. Being able to improve businesses’ financial health in one click is a must-have resource to generate new revenue streams from current and future clients.
With PayPie, accountants are empowered to demonstrate their expertise through in-depth guidance delivered in a visual, intuitive way. PayPie brings the ultimate advisory resource for accountants to excel when helping clients achieve better cash flow.
Companies that implement data-driven processes in their operations achieve better results and thrive in the long term. Leverage PayPie’s data analysis to give advice backed by accurate and reliable data so your clients can have financial methodologies applied to their day-to-day decisions.
You can take your own reports to the next level by using the various, graphs, charts, insights, and KPIs analyzed and created by the software. Customizable sections can improve your experience to generate tailored graphs that are most relevant to each specific client.
Cash flow is a matter of survival for the majority of small and medium-sized businesses. Most businesses only hold enough cash to take them to the next month, meaning that occasional impacts on their cash flow can make or break them.
Accountants are considered SMEs’ most trusted advisors and have the ability to bring significant improvements to businesses’ finances by providing valuable cash flow consulting services with PayPie. Cash flow consulting is one of the strongest trends in small business accounting and PayPie is the bridge that helps your firm reach further rewards in the advisory realm. Simply connect your QuickBooks Online account to PayPie in a click and start today.