Streamline Your Cash Flow Management with CloudFO

Streamline Your Cash Flow Management with CloudFO

Product announcement /update

Managing your business's cash flow can be a daunting task but with CloudFO it's about to become a lot easier– a comprehensive platform that allows you to connect your business bank accounts, merchant providers, and spreadsheets in just a few clicks, giving you a consolidated view of all your cash flows.CloudFO's CFO in the Cloud takes care of the rest.

With real-time monitoring that is FCA approved, you always have the most up-to-date insights on your business's financial health. This means you have all the tools you need to make informed decisions that support your business's financial performance.

The platform automatically visualises and categorises your income, expenses, and business performance, giving you full visibility into where your money is going. You can easily see which channels and products or services bring in the most income and manage, monitor, plan, and budget everything from one place. The user interface displays totals, breakdowns, and filters, allowing you to dig into the data and spend smarter.

As a business owner or leader, you need to know that your financial information is secure. CloudFO takes security seriously and is proud to be FCA-approved using trusted Open Banking technology. This ensures that your financial data is kept safe, and is monitored on a read-only basis. You can trust CloudFO to take care of your finances while you focus on growing your business.

In conclusion, CloudFO is the ultimate solution for managing your cash flow, giving you peace of mind and confidence in your financial decisions. Say goodbye to hours spent managing your finances and hello to CloudFO – sign up today and experience the benefits for yourself.

Check out our latest Beta release:

  1. Sign up for CloudFO and connect your business bank account and/or upload CSV data files to manage your cash flows.

2. Use our Analyse Transactions feature to gain complete, accurate, and timely financial data. Filter and view cash flows over different time periods and know which categories these fall into. This level of detail provides invaluable insights into the financial health of your business, to support making informed decisions and drive success in a competitive market.