Pricing

One plan. Everything included.

No per-seat fees. No usage caps. No implementation invoice. Cancel anytime.

Monthly Annual Save $804/yr
$ 332 /mo billed annually

Full treasury automation. One flat price. Save $804 per year vs monthly.

Start 14-day free trial →

No credit card required · Cancel anytime

Core

  • Unlimited bank accounts & institutions
  • Daily collections & weekly pace
  • Cash position alerts & burn monitoring
  • Working capital KPIs (DSO, DPO, CCC)

Forecasting

  • 13-week AI cash forecast + confidence bands
  • Variance analysis & anomaly detection
  • Scenario planning & stress testing
  • Runway & burn analytics

AI & Automation

  • AI Treasury Assistant (plain English)
  • Bank fee analyzer & savings flags
  • AR aging + collection predictions
  • Vendor payment optimizer

Delivery

  • Native Excel Add-in (macOS + Windows)
  • Google Sheets Add-on
  • 7am daily digest email
  • Shareable cash health grade card

Team & Security

  • View-only accountant access (no account needed)
  • Bank-grade encryption · read-only via Plaid
  • Transaction amounts never leave your ledger
  • Export all your data at any time

Integrations

  • Plaid — 12,000+ US banks
  • QuickBooks Online sync
  • Xero (beta)
  • Microsoft Excel · Google Sheets
Add-on · optional
+ Smart Books
AI bookkeeping that auto-categorizes every transaction, generates P&L statements, and exports QuickBooks-ready CSV. Replace your $500/mo bookkeeper.
+$100/mo
How we stack up

Honest comparison.

Most alternatives either live behind stale accounting data or behind a six-figure contract. TreasuryFlow is designed for the $10M–$50M company in between.

TreasuryFlow Accounting-based
($99–$249/mo)
Enterprise treasury
($2,000+/mo)
Live bank data (not accounting-based)
Native Excel Add-in
13-week AI cash forecastLimited
Setup time<1 day1–2 days2–4 weeks
Morning digest emailCustom
Per-seat feesNoneVariesYes
Annual contract requiredNoNoYes
Price$332–$399/mo$99–$249/mo$2,000+/mo

Competitor features and pricing last verified April 2026. Subject to change. Report an inaccuracy.

FAQ

Pricing questions, straight answers.

Is there a free plan or a freemium tier?

No freemium, but we offer a 14-day free trial with full feature access and no credit card required. We also have a free 13-week cash forecast Excel template you can use whether you subscribe or not.

Does the price change as we add bank accounts, users, or volume?

No. The $399/mo (or $332/mo annual) price covers unlimited bank accounts, unlimited users, unlimited forecasts, and unlimited transactions. We will never meter you.

What happens after the 14-day trial ends?

We email you 3 days before your trial ends. If you don't add a payment method, the account pauses — we don't auto-charge. Your data is preserved for 30 days if you change your mind.

How does annual billing work?

One upfront payment of $3,984 for 12 months ($332/month equivalent). You save $804 compared to the monthly plan. If you cancel within the first 30 days, we refund the full annual amount. After 30 days, you keep your access through the end of the paid period but we don't pro-rate refunds.

Can I pay via invoice / wire / ACH?

Credit card (via Stripe) is the default. For annual plans $3,984+, we can invoice you for ACH or wire. Email michael@pantollventures.com.

What's the cancellation policy?

Month-to-month — cancel anytime from your Settings page. No phone call required, no cancellation fee, no notice period. You keep access through the end of the paid period. Annual plans: full refund in first 30 days, no pro-rata after.

Do you offer a discount for nonprofits or early-stage startups?

Yes. Registered 501(c)(3) nonprofits and pre-seed startups (less than $500K raised, less than 12 months old) get 50% off. Email michael@pantollventures.com with a one-liner about your org.

Is there a discount for accounting firms or fractional CFO practices?

Yes, plus a referral program. See the accountants page.

Start free. Subscribe only if it's earning.

14 days, full access, no credit card. If TreasuryFlow doesn't save you an hour a week, don't pay us.