Do you offer training?

We have the following training material available to you:

Getting Started

Check out our getting started page to see a number of short videos to get you up and running quickly.

Online Training & Certification

Business Cash Flow Essentials Course:

CashFlowTool Certification Course:

In-product description videos:

Throughout the product, you will see "Explain" buttons which will bring up a detailed explanation and video describing the feature.


In the dashboard, every every card has an "Explain this" button which shows you a video describing how the card works.


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