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 Checking Plus 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). Offers may be extended, modified or discontinued at any time without notice and may vary by market.
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. 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.
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