Cashflow INSITE

Cashflow INSITE is the only budgeting solution that offers client-advisor collaboration. In today’s economic environment, virtually everyone is concerned about their spending. Yet few people know how to track their cash flow and diagnose issues before they happen. Employing artificial intelligence techniques, Cashflow INSITE learns and adapts to user interactions and corrections, which automates the task of assigning future transactions. This greatly reduces the time and upkeep, a major roadblock in traditional budgeting applications, and allows your client to focus on taking control of their finances.