Cash Flow Insight℠

An innovative suite of online tools for seeing and managing your business's cash flow.

 

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Talk with a Cash Flow Insight Consultant today.


Success Stories

Learn from other business owners.


Manage Your Business's Cash Flow with Efficiency, Control and Insight

Timeline and Trend

Visualize the impact of your actual and projected transactions.
Manage your short-term forecast and set a threshold to identify potential shortfalls.
Scenario plan for this year and next year, track how you're doing, and build future plans to achieve your goals.
Compare your cash position month to month and year over year.

 

 

 

 

 

Payables

Clear bills from your desk with online document management and unlimited storage.
Manage payment decisions with organized approval processes.
See the impact to your cash flow with each payment decision.
Connect with your vendors online and pay them electronically.


Receivables

Spend less time creating invoices with customized templates.
Know your cash position with each invoice and scheduled payment.
Get paid online through a website branded with your logo.
Stay connected with customers through auto-reminders and online messaging.


 

Features and Benefits [1]

Accounting Software Sync

Save time by syncing vendor, customer, bill, invoice and payment information between Cash Flow Insight and your accounting software like QuickBooks®, Xero®, Inacct®, NetSuite® and more.[2]

Forecast Credit Card Statement

Cash Flow Insight will automatically forecast your PNC Business Credit Card payment when your statement is available. Set up your preference to forecast minimum due, statement balance, or an amount of your choice.

Invoicing

Customize or choose a pre-set invoice template. Set up recurring invoices and automatic reminders. Customers can authorize you to automatically charge their bank account. A branded payment website allows your customer to see their invoice history, make payments, view shared documents and send messages.

Payments

Pay any vendor via ACH -- just invite them to join the payment network, or we’ll print and mail a check for you. No need to share bank information. You can also accept card transactions by applying for a PNC Merchant Services account.

Approvals

Set up users to route bills for approval, set up approval policies, and review & approve bills online. Email notifications are sent when bills are ready to be approved and when ready to pay.

Document Management

Email, scan and upload, or drag & drop documents from your computer to your document inbox. Organize documents by vendor, customer or within folders. Store bills, receipts, contracts, photos, or other business documents and access conveniently, all in one place.

 

Frequently Asked Questions

Do I need a PNC checking account to use Cash Flow Insight?

Yes. Cash Flow Insight requires a PNC business checking account and enrollment in PNC Online Banking.
Establish a business checking account at PNC »

Associated Products & Services

PNC Business Checking

Your business checking account should provide the features and benefits you need for efficiently moving cash in and out of your business everyday. That's why we offer choices, and work with you to help identify the account that best fits you and your business.

Learn More »

PNC Business Credit Cards

Points. Travel Rewards. Cash Rewards. Lower Rates.

No matter what you're looking for in a card, we've got you covered.

Learn More »

PNC Merchant Services

We help you streamline incoming payments by providing solutions for authorizing, clearing and settling credit and debit card transactions.

Learn More »

Important Legal Disclosures and Information

  1. Additional fees may apply. Refer to Account Services & Fees for more information.

  2. Your Receivables and/or Payables data within Cash Flow Insight can sync with the following supported accounting software: QuickBooks® for Windows, QuickBooks® Online, Intacct®, NetSuite® and Xero®. Users of other accounting software, such as Sage 50 and Microsoft Dynamics® GP, can use the import/export functionality within Cash Flow Insight at no additional cost.

* Cash Flow Insight requires a PNC business checking account and enrollment in PNC Online Banking. Free trial offer valid for Cash Flow Insight and additional tools (Receivables, Payables and Accounting Software Sync) and additional sub-users (delegates) for your current statement cycle period and two additional statement cycles. One free trial per customer. For supported accounting software, post-trial fees, how to un-enroll and other details, call 855-762-2361 or visit pnc.com/cashflowinsight. $100 offer good for the completion of three unique stated Receivables transactions, two times, for a total of six qualifying transactions, or for the completion of three unique stated Payables transactions, two times, for a total of six qualifying transactions, or for the completion of a combination of three unique stated Receivables transactions once and three unique stated Payables transactions once for a total of six qualifying transactions by the business customer. $100 will be credited to your Cash Flow Insight-enrolled business checking account within 30 days of completing your qualifying transactions. Limit one $100 offer per business. Offer may be extended, modified or discontinued at any time without notice and may vary by market. May be considered taxable income; consult your accountant or tax advisor. No purchase necessary. See full offer disclosure.

Cash Flow Optimized and Cash Flow Insight are service marks of The PNC Financial Services Group.

Bank deposit products and services provided by PNC Bank, National Association. Member FDIC