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A comprehensive cash flow management solution, Cash Flow Insight helps you speed up receivables, stay on top of payables, store documents online, and sync with your accounting software — while your receivables and payables activities automatically update an overall view of your cash flow, so you can see where you are today, and project and plan for your future with peace of mind.
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Cash Flow Insight requires a PNC business checking account and enrollment in PNC Online Banking. Cash Flow Insight and its additional tools (Receivables, Payables, and Accounting Software Sync) are available for enrollment exclusively within PNC Online Banking. Free trial offer is valid for Cash Flow Insight for 30 days beginning with enrollment in Cash Flow Insight. 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 (Cash Flow Insight and additional tools (Receivables, Payables, and Accounting Software Sync)). Offers 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 Cash Flow Insight or Cash Flow Insight with Payables, Receivables, and Accounting Software Sync (in any combination of the three tools) before. Customers with a Business Enterprise Checking, Industry Solutions Checking, Business Checking Plus, or Business Checking Preferred account have access to Cash Flow Insight (not including the additional tools: Payables, Receivables, and Accounting Software Sync) at no monthly fee for all of their eligible PNC business checking accounts in Online Banking.
Free trial and fee waiver periods are offered to each customer one time only in a single continuous set of days: 30 days for Cash Flow Insight and 60 days for Cash Flow Insight with Payables Receivables and Accounting Software Sync (any combination of the three tools).
Cash Flow Insight 30 day risk free trial includes enrollment in Cash Flow Insight for 30 consecutive calendar days starting the day after the customer enrolls. Enrollment is automatic for first time users of PNC Online Banking with eligible business checking accounts. At the end of the 30 calendar day period, the customer will be prompted to choose the online experience which best suits their business needs. If the customer chooses not to make a selection within 7 days of the end of the 30 day period, the customer will be moved to PNC’s standard Online Banking experience and will not have access to Cash Flow Insight without enrolling for the service. Following your trial period, if you choose to remain as a customer of Cash Flow Insight, you will be charged on a monthly basis for the tool(s) you are enrolled in and the transactions completed using the tool(s). If you do not want to continue with Cash Flow Insight, or any of the additional tools, you may opt out of Cash Flow Insight, or opt out of an additional tool or tools, on your Preferences page within Cash Flow Insight.
Cash Flow Insight with Payables, Receivables and Accounting Software Sync’s 60 day fee waiver includes Cash Flow Insight, any combination of the three tools (Payables, Receivables, and Accounting Software Sync), additional sub-users, and transaction-based fees for Cash Flow Insight transactions that occur during the 60 day fee waiver period. Following the fee waiver period, unless you terminate the services, you will be charged the monthly subscription, additional user, and transaction fees on your next applicable statement. Please note Cash Flow insight Payables, Receivables, and Accounting Software Sync charges are billed a month in arrears - for example June subscription and transaction fees are part of your July statement.
Following enrollment, you can change your enrollments or the account to be charged (service fee account) by visiting the Preferences 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 free trial or waiver period.
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.
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.
Cash Flow Insight is a service mark of The PNC Financial Services Group, Inc.
CFO: Cash Flow Optimized is a registered mark of The PNC Financial Services Group, Inc.
QuickBooks® is a registered trademark of Intuit®, Inc.
Bank deposit products and services provided by PNC Bank, National Association. Member FDIC