Eligibility based on Customer’s checking relationship.
Cash Flow Insight®
A suite of cash flow management tools available in PNC Online Banking.
Transition Your Business from Physical to Virtual
Cash Flow Insight is designed to help you monitor and plan your cash flow, send invoices via email, get paid online and digitally manage payables. Learn more about how Cash Flow Insight can help you navigate the current business environment.
Manage Your Business’s Cash Flow with Efficiency, Control & Insight
Discover the Best Online Experience for Your Business
Frequently Asked Questions
No. Cash Flow Insight complements your accounting system to integrate and record current payment data of your customers and/or vendors, while helping to simplify 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 helps 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.
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Cash Flow Insight requires an eligible PNC business checking account and enrollment in PNC Online Banking. Cash Flow Insight is enabled for all new business checking customers enrolling in Online Banking. Cash Flow Insight and its additional tools (Receivables, Payables, and Accounting Software Sync) are available for enrollment exclusively within PNC Online Banking. The monthly and transaction fees for the additional Cash Flow Insight tools (Receivables, Payables, and Accounting Software Sync) are waived for 60 days beginning with enrollment in any combination of the additional Cash Flow Insight tools (Receivables, Payables, and Accounting Software Sync). Fee waiver period is offered to each customer one time only in a single continuous set of 60 days for Cash Flow Insight with Payables Receivables and Accounting Software Sync (any combination of the three tools).
For supported accounting software, how to un-enroll and other details, call 855-762-2361 or visit pnc.com/cashflowinsight. Offer may be extended, modified or discontinued at any time without notice and may vary by market. No purchase necessary. See full offer disclosure.
Enrollment in any combination of additional Cash Flow Insight tools (Payables, Receivables, and Accounting Software Sync) will result in monthly subscription fees. Transactions and additional user fees may apply.
Payables, Receivables, and Accounting Software Sync functions and data are only available for as long as enrollment in the service is maintained.
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®. There is a fee for this syncing service. 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. Must sign up for this service.
Account statements may be accessed up to 7 years on deposit accounts and up to 48 months on credit cards. Online statement history will not be available for accounts that have been closed. A fee may be charged if a paper statement is requested in addition to the online statement for an account.
Cash Flow Insight is a registered mark of The PNC Financial Services Group, Inc. U.S. Patent Nos. 10,402,910, 9,965,808, 10,552,917 and 11,074,660, and other patent pending.
PNC Merchant Services is a registered mark of The PNC Financial Services Group, Inc. Merchant Services are not deposit products. PNC Merchant Services does not offer deposit products and its services are not guaranteed or insured by the FDIC or any other governmental agency. Merchant Services are provided by PNC Merchant Services Company and are subject to application, credit review of the business and its owners, and approval.
QuickBooks® is a registered trademark of Intuit®, Inc.
All other trademarks, service marks and trade names referenced in this material are the property of their respective owners.