Fiscalo automatically monitors cash flow, AR aging, and revenue trends across every client — so you catch problems before clients do.
| Client | Health Score | Alert |
|---|---|---|
AP Apex Retail Connected Jan 12, 2025 | 92/ 100 | No issues |
BL Blue Stone LLC Connected Feb 3, 2025 | 61/ 100 | Warning |
HA Harbor Foods Connected Mar 18, 2025 | 45/ 100 | Critical |
SU Summit Co Connected Apr 2, 2025 | 88/ 100 | No issues |
No setup fees. No IT required. Just connect and monitor.
Link each client's QuickBooks account with one click using secure OAuth — no passwords shared.
We pull balance sheets, AR aging, and P&L data across all connected clients instantly.
See every client's health score, cash position, and alerts — without opening a single QuickBooks file.
Most firms waste hours manually checking each client — and still miss problems until it's too late.
Manually logging into each QuickBooks file, scanning reports, and copying numbers into spreadsheets.
Clients call you about cash flow issues before you've even had a chance to look at their books.
Jumping between disconnected QuickBooks files with no unified dashboard to see which clients need attention.
Five intelligent modules that replace hours of manual checking with real-time automated monitoring.
One dashboard view of every client's health score, cash position, and AR status — updated automatically.
Track overdue receivables by aging bucket with automatic severity classification and trend detection.
Get alerted when a client's days-of-cash drops below safe thresholds, before they run into trouble.
Spot multi-month revenue declines automatically — know when a client's business is trending down.
Automatically scores each client's QuickBooks setup across 5 checks — so you know which files need attention before syncing.
Generate plain-English financial summaries for any client — powered by AI, ready to share in seconds.
Founding member pricing — locked in for life. Start with a free trial, upgrade when you're ready.
All plans include a 14-day free trial · Cancel anytime · No credit card required