Connect Your Clients

Connect Your Clients

All you need to add businesses is a PayPie account and admin access to your client’s QuickBooks Online (QBO) account. Pricing is determined by the number of businesses you add. As an accounting partner, you may add up to two businesses before upgrading to a paid level of access.

If a business would like to use PayPie on their own, simply help them to create their own PayPie account and connect their businesses. Just be sure that you’re both using the most up-to-date report when reviewing the results.

Get One-Click Risk Assessments

Get One-Click Health Assessments

Once a business is connected to PayPie, our application scours the accounting data in their QBO account — sorting it into variables and indicators, then grouping these attributes into buckets for financial health and cash flow.

The financial health assessment algorithm is based on hundreds of transactional and business attributes divided into six main categories and further split into multiple sub-categories. Here are a few examples of the transactional attributes PayPie assesses to determine a business' financial standing:

Forecast Cash Flow

Forecast Cash Flow

Helping businesses understand cash flow is one of the most valuable services you can provide. Our cash flow forecasting and analytics turn cash flow data into interactive charts and graphs that highlight how key factors come into play.

Project cash flow on a monthly and daily basis, while pinpointing the effects and key components of accounts receivable and payable on inflows and outflows. Once a business is connected, PayPie downloads updated information each day for near-real-time reporting.

Build Better Financial Health

Build Better Financial Health

Small to medium-sized enterprises (SMEs) are passionate about what they do. However, there’s a lot to do each day and monitoring cash flow and assessing financial health often don’t top the list. (Even though they should.)

Our cash flow forecasting and financial analysis give small businesses the insights they need to anticipate needs, set objectives and improve financial health. With PayPie, making data-based decisions to plan for and sustain growth is easier than ever.

PayPie works seamlessly with QuickBooks Online.