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.
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. Compare online experiences »
Login to Online Banking and select Business Tools to add Cash Flow Insight to your business checking account experience.
Login & Enroll »
Speak with a Cash Flow Insight consultant.
Mon-Fri. from 8:00 a.m. to 9:00 PM ET.
Manage Business Finances
Whether the economy is good or bad, there’s no wrong time to sort out your business’s cash flow. Here’s how to figure out what cash reserves you need.
2 min read
Manage Business Finances
The current state of the economy is a concern for everyone in business — and healthcare practitioners are no exception.
60:30 min video
Manage Business Finances
This webcast provides insights from Gus Faucher, SVP and chief economist of The PNC Financial Services Group, focusing on the business needs of Minority-Owned Businesses.
4:43 min video
Eligibility based on Customer’s checking relationship.
Enrollment in any combination of additional Cash Flow Insight tools (Payables, Receivables, and Accounting Software Sync) will result in monthly subscription fees starting at $20. 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.
* 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). One offer per customer per experience (Receivables, Payables, and Accounting Software Sync). 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.
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 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. For more information, visit pnc.com/cashflowinsight. Cash Flow Insight is a registered mark of The PNC Financial Services Group, Inc. U.S. Patent Nos. 10,402,910 and 9,965,808, and others patents 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 subject to application, credit review of the business and its owners, and approval.
All other trademarks, service marks and trade names referenced in this material are the property of their respective owners.
Bank deposit products and services provided by PNC Bank, National Association. Member FDIC
Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.