Know your cash 13 weeks out, then do something about it
Arclite reads your QuickBooks Online invoices and bills, builds a rolling thirteen week forecast, and hands you the moves that change it. One tool instead of a spreadsheet, a reminder folder and a guess.
Six parts. One subscription.
Forecasting shows you the problem. Collections and bills are the two sides of fixing it. Beans answers the questions you would otherwise ask your bookkeeper on a Tuesday, workflows do the parts you should not have to remember, and the advisor portal runs all of it across a book.
- 13-week cash flow forecastEvery open invoice and bill, placed on the week it will actually land. The tight week is marked before you get there.
- Collect overdue invoicesA drafted reminder for every overdue invoice, ranked by what it does to your forecast. Nothing sends until you approve it.
- Prioritize the bills you oweEvery open bill ranked against your tight week, with a call on each one. Pay on time, never early.
- Ask Beans a cash questionCan I make payroll Friday. Who should I chase. What happens if that check slips. Answers come from your numbers.
- Build a workflow onceA trigger, an action, what happens either way, and a schedule. The Monday routine, written down.
- Run a whole client bookThe advisor portal. Fractional CFOs, CPAs and bookkeepers run every client from one screen, under their own name.
See cash. Chase cash. Ask about cash.
The parts are not six products. They are one loop, and it runs every week.
Monday you look. Tuesday you act. Friday you check.
A forecast on its own is a report. Reminders on their own are busywork. Put them together and the forecast tells you which invoice is worth chasing, the reminder goes out, the money lands, and the forecast moves. Then it starts over.
- See the cashThirteen weeks from your real ledger, with the low week marked and the reason it is low.
- Chase the cashArclite ranks the overdue invoices by what each one does to that low week. You approve the sends.
- Ask about the cashBeans answers from your numbers, and rebuilds the forecast around any change you want to test.
- Then it repeatsNew invoice, paid bill, landed deposit. The forecast moves with QuickBooks and next week starts from the truth.
Connected before your coffee is cold.
1. Connect QuickBooks Online
One connection, about five minutes. Arclite writes back only what you approve.
2. The forecast builds itself
Open invoices, bills, balances, and how each customer has actually paid you. No import, no spreadsheet.
3. Go to work on the low week
Approve the reminders that matter, move the bills that can wait, and check the number again Monday.
It all comes in one plan. No seat counts, no modules to buy later. Here is what Arclite costs. Advisors running a client book are priced to their book instead.
See your own thirteen weeks.
Connect QuickBooks Online and Arclite builds the forecast from what is already there. Nothing to import, nothing to maintain.
$50/month. 7-day trial. Cancel in one click.
$50 a month, 7-day trialsee it work in four minutes
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