Risk Scoring
Cash Flow Consulting

Provide Cash Flow Consulting

Cash flow management is a top concern for small to medium-sized enterprises (SMEs). With PayPie, you can help the businesses you serve better understand how to boost cash flow and improve financial health.

As QuickBooks Online (QBO) user, you already know the time you save and value you deliver by being in the cloud. With fewer manual tasks and less data entry, you have the opportunity to become an advocate through cash flow consulting.

Create Value

Create Value

Most small businesses consider their accountant their most trusted advisor. Build on this even more by taking a business’ key financial data (from their own QBO account) and making them more visual and intuitive.

Using our interactive dashboard filled with charts and graphs (as part of a regular consultation) lets you shed light on the key aspects of cash flow and financial health.

Risk Scoring
Offer Solutions

Offer Solutions

Most small businesses only have a cash flow buffer of about 27 days. When the standard rule of thumb is 90 days, you can see where this causes anxiety. This is why each financial health assessment also includes a list of targeted insights outlining key strengths and weaknesses.

From controlling expenses and improving collections processes to near- and long-term goal setting and business planning, our tools help you help your businesses see the metrics that matter most.

Risk Scoring
Build Your Own Measure of Success

Go Beyond the Spreadsheet

The fact is 90% of the information transmitted to our brain is visual. Even if a good spreadsheet holds a beloved place in your heart, it’s not the easiest or most effective way to convey information.

With PayPie, you can skip the time, cost and headaches that go with developing custom tools. Instead, you can go straight into offering ideas and insights. Get your businesses connected today!

PayPie works seamlessly with QuickBooks Online.