The partner role on Cashplannr isn't a viewing window. You build scenarios, propose budget versions and work in your client's real numbers, without sending files back and forth.
For accounting firms, bookkeepers, external CFOs and financial advisers.
Every client gets a partner role for their adviser, included on every plan. That role gives you access to the same numbers as your client, with the rights to act on them.
What if the biggest customer pays 60 days later? Put the scenario straight on your client's real cash curve, without asking for an export.
Draft a budget version, lay it next to the previous one and discuss the variance in the meeting itself, instead of emailing about it afterwards.
No export to convert and no file that has to come back after your change. You and your client look at the same cash curve, live.
One login, every client their own file. You switch between clients without logging in again, and your overview stays at firm level.
No Excel version you send back, hoping nobody's still using the previous one. You work in the same file, always the latest version.
Your client already sees their own numbers before the meeting starts. The conversation is about what they want to do with them, not about what the numbers actually say.
The hours that went into retyping and gathering now go into the advice your client is paying you for.
Cashplannr doesn't charge a commission on your clients and doesn't resell anything through you. What your firm actually earns: the onboarding dossier. You set up your client's environment yourself and bill that setup at your own rate, directly to your client.
One firm with twelve clients in the partner role is twelve accounts that didn't come to us through a sales conversation. That's a win for you and for us, with no invoice standing between us.
You get your firm environment, separate from any client file. From there you'll soon manage all your clients.
You set up your first client's environment: entities, connections, categories. You bill that setup work yourself.
Every next client follows the same pattern. You build on what you already know, we supply the engine underneath.