Better cash flow conversations with your clients
Cadence gives your clients a live 13-week forecast. You can see it too, and advise from numbers that are current.
If your client uses Cadence
Clients invite their accountant or bookkeeper the same way they invite their own team.
- See what your client sees
- Your client invites you as a view-only team member. You look at the same live forecast, overdue invoices and scenarios they do, without asking for a spreadsheet.
- Advise with current numbers
- The forecast updates from your client's accounting data, so a conversation about a hire, a large purchase or a tax payment starts from where the business is today.
- Spot problems with them, not after them
- A forecast with a cash buffer line shows the weeks that fall short. That is a better prompt for a call than a late VAT payment.
- Nothing to install or manage
- View-only users can look at everything and cannot change anything, so there is nothing to undo.
Who to recommend it to
- Clients who invoice and pay suppliers on terms, especially agencies, consultancies and professional services firms.
- Clients on Xero who already keep their invoices and bills up to date.
- Owners who keep asking "will we have the cash for payroll?" and do not have a forecast to answer it.
- Businesses thinking about a hire, a move or a large purchase and wanting to see the effect on cash first.
Clients can start a free 14-day trial with no card, so there is no commitment to try it on their own numbers. Our guides and the 13-week template are free to share.
What it does not do
- Each Cadence account is one business. There is no practice dashboard for seeing every client in one place.
- Your view-only seat uses one of the users included in the client's plan.
- Cadence supports financial decisions. It does not replace bookkeeping, your advice or a statutory filing.
- It reads from Xero and never changes the books.
Questions from accountants
Do I need to pay to see a client's forecast?
There is no separate charge from CadenceFi for an adviser. You are invited by the client as a team member, and the seat counts towards the number of users included in their plan (up to five on Professional, up to 100 on Enterprise).
Can I change my client's data?
Not as a view-only user. View-only team members can see everything but cannot change it. If you want to help with set-up, your client can make you an admin, and every change is recorded in the activity log.
Does Cadence replace the accounting software I use?
No. Cadence sits on top of it. It reads invoices and bills from Xero, or from a CSV file, and adds the forward view: expected payments, recurring items, scenarios and alerts.
Can I manage several clients from one login?
Not yet. Each business has its own account. If that would matter to your practice, tell us: it helps us decide what to build next.
Is there a partner programme?
Not formally at this stage. If you would like to talk about working together, email hello@cadencefi.co.uk.
Want to see it first?
Start a free trial, or talk to us about how it would fit your clients.