Your clients connect their banks once. You get view-only access — no password sharing, no security debt, no IT ticket. Plus $399 credit every time a client subscribes through your link.
Your client sets up TreasuryFlow in under an hour. Plaid pulls their banks live. They invite you with one click. From now on, their cash position is a dashboard URL away — the real numbers, not a reconstruction.
The simplest path. Sign up yourself (even on a trial), grab your referral link, share it with clients. Every client who subscribes gives you $399 credit — no caps, no tiers.
If you advise 10+ businesses, let's talk. We offer white-glove onboarding for your clients, discounted annual pricing at the firm level, and a shared dashboard view across your book of business.
No. Your client invites you with your email address. You receive a signed link that opens their dashboard — no account creation, no password, no SSO config. If you eventually want your own account to use the referral program, that's a separate (free) signup.
The full dashboard — consolidated cash position, all connected accounts with balances, 13-week forecast, variance analysis, anomaly alerts, and the ability to export to Excel. You cannot initiate payments, change bank connections, or modify user settings.
Bank connectivity is read-only via Plaid — the same infra that powers Venmo, Robinhood, and 12,000+ US financial apps. TreasuryFlow cannot transfer funds. View-only accountant access is explicitly designed for AICPA-style practice rules: no shared credentials, no password rotation risk, and access can be revoked by the client in one click.
Today, each client invite is a separate link. A firm-wide multi-client dashboard is on the roadmap — if this matters for your practice, email us and we'll prioritize based on real demand.
Sign up for a TreasuryFlow account (free to create). You get a unique share URL. Send it to a client. When they subscribe, $399 credit applies to your next invoice. Refer 12 clients who subscribe, you pay $0 for a year. Credit stacks forward indefinitely if you refer faster than you bill. Full details on the referral program page.
Yes. If you advise 10+ clients and want a discounted rate for your whole book, email michael@pantollventures.com. We'll set you up with a partner agreement that beats the referral program economics for anyone referring at scale.
Sign up free. Grab your referral link. Send it to the first client who'd benefit. Both of you save.