Additional services App partner UK
Cash flow forecast
A workflow template for offering cash flow forecasting to your clients using Float.DOWNLOAD TEMPLATE BOOK YOUR DEMO
Want to start offering cash flow forecasting to your clients?
Use this simple workflow template created by Float for all of the pre, during and post work that goes into rolling cash flow forecasting out for your clients.
The workflow includes an email template for setting up a meeting with your clients to discuss the forecast.DOWNLOAD TEMPLATE