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. Pay Receive Sync are available for enrollment exclusively within PNC Online Banking. The monthly and transaction fees for Pay Receive Sync are waived for 60 days beginning with enrollment in any combination of Pay Receive Sync. Fee waiver period is offered to each customer one time only in a single continuous set of 60 days for Pay Receive Sync (any combination of the three tools).

Offer may be extended, modified or discontinued at any time without notice and may vary by market. For supported accounting software, how to un-enroll and other details, call 855-762-2361. No purchase necessary.

Eligibility based on Customer’s checking relationship and whether or not they have experienced Pay Receive Sync (in any combination of the three tools) before.

Fee waiver period is offered to each customer one time only in a single continuous set of days: 60 days for Pay Receive Sync (any combination of the three tools). Following the fee waiver period, unless you terminate the services for Pay Receive Sync, the eligible business account used to enroll, will be charged the monthly subscription, additional user, and transaction fees on your next applicable statement and each month you are enrolled.

If you do not want to continue with Pay Receive Sync, you may opt out of Pay Receive Sync, on your Settings page within Cash Flow Insight.

Please note Pay Receive Sync charges are billed a month in arrears are applied on a delay– for example June subscription and transaction fees are reflected in your July statement and debited from your eligible business account in August.

Following enrollment, you can change or cancel your enrollments or the eligible business account to be charged (service fee account) by visiting the Settings page, which can be accessed via the gear icon on the right side of the Cash Flow Insight toolbar or by selecting the choose your experience link from the yellow bar available on screen during any waiver period.

Your Receivables and/or Payables data within Pay Receive Sync 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 Pay Receive Sync at no additional cost. Must sign up for this service.  

The graphs and tables in Cash Flow Insight include customer added information. Therefore, PNC does not represent the information presented is accurate and is not liable for any reliance placed on the materials presented. Cash Flow Insight is provided for informational purposes only.

PNC has multiple pending patent applications directed at various features and functions of Cash Flow Insight.