Automatically sync spreadsheets with QuickBooks.
Skip the biometrics, multiple logins, and hours of manual data entry. Update all your spreadsheets with 1-click.
Secure
Single-Sign-On (SSO) used to ensure security.
Directly Integrated
No 3rd-party applications needed.
Secure
100% transparency for our customers.
See how it works
Connect QuickBooks
One 15-minute onboarding call with a Cash Flow Advisor to securely connect QuickBooks Online to CashFlowSync.
Install CashFlowSync
After connecting to QuickBooks, CashFlowSync will be installed for each spreadsheet. This is only done once.
1-Click Refresh
With 1-click your spreadsheets are updated with bank transactions data live from QuickBooks online.
For Consultants who want more money for less work.
For CFOs ready to eliminate repetitive manual data entry.
For DIY entrepreneurs who want control over cash flow.
Here’s what our users say
Jane Smith
San Francisco, California
“This app saves me at least an hour every single week when updating my client’s cash forecasts. It’s a game changer.”
Download The Ultimate Cash Flow Forecast Template for Founders & Entrepreneurs
Every subscription of CashFlowSync comes with The Ultimate Cash Flow Forecast Template.
START A FREE 30-DAY TRIALFrequently asked questions
What is CashFlowSync?
CashFlowSync is a is a tool built using QuickBooks secure APIs. With your authorization, CashFlowSync grabs transaction data from QuickBooks Online and syncs it directly into your existing spreadsheets. Once installed, click once in your spreadsheets and all your data is there.
Does CashFlowSync offer a free trial?
CashFlowSync offers a free 30-day trial. We do require credit card information for authorization, but no charges are billed until after the 30-day trial period. We then charge $12/month per entity. You can cancel at anytime.
Does CashFlowSync integration with other apps?
CashFlowSync integrates with QuickBooks Online and Microsoft Excel
