Cashplannr × Teamleader
Your sales side in your cash planning: deals, invoices and subscriptions.
Your sales side in your cash planning: deals, invoices and subscriptions.
Your Teamleader tells you what is still coming. Cashplannr reads your open deals, your outstanding sales invoices, your draft invoices and your subscriptions, and puts them in your cash planning on their expected date. For your expenses and your bank, combine Teamleader with an accounting or bank connection.
Deals that are not won or lost yet count as expected cash-in on their expected closing date. We take over the weighted value from Teamleader, so the probability of success is already included.
Outstanding invoices count as outstanding, with their due date. Draft invoices count as expected.
Active subscriptions become a recurring expectation in your forecast.
We link the customer behind a deal or invoice to the same relation in Cashplannr.
No waiting until a deal becomes an invoice. You see the expected cash already on the closing date of the deal.
Subscriptions run months ahead in your forecast.
One number for commercial and financial decisions, fed by the same Teamleader data.
In Cashplannr you choose Teamleader. We send you to the Teamleader login screen.
You log in to Teamleader and approve the access.
Deals, invoices and subscriptions appear in Cashplannr. After that the sync runs four times a day.
We edit nothing in Teamleader.
You log in to Teamleader itself. We do not store a password, and you can revoke access in Teamleader at any time.
We read deals, invoices, subscriptions and the name and VAT number of the customer. No emails, no phone numbers.
Book a 30-minute call. We'll set up the connection together and show you your first cash curve.
