Learn from other business owners.
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.
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.
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.
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.
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.
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.
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.
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.
Yes. Cash Flow Insight requires a PNC business checking account and enrollment in PNC Online Banking.
Establish a business checking account at PNC »
No. Cash Flow Insight complements your accounting system to integrate and record current payment data of your customers and/or vendors, while simplifying your account reconcilement.
Yes. You can set-up a specific role for each individual, entitling what actions can be created and/or approved for processing payments and managing your business’s cash flow.
Payables allows you to enhance your current process by capturing (scan or email) and storing your bills and contract documentation in Online Banking. From there, authorize and route the payment for approval and increase security with check payments and/or offer electronic payments to more vendors/suppliers. Compare online experiences »
Additional fees may apply. Refer to Account Services & Fees for more information.
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