Pennyflo exists to empower CFOs and finance teams by simplifying and automating cash flow management and financial operations. As businesses scale, managing cash flow becomes increasingly complex. We provide an AI-powered platform that centralizes financial data, reduces manual work, and offers real-time insights, enabling businesses to make smarter financial decisions, improve efficiency, and drive growth.
We're offering a design centric, AI powered Cash flow management & financial operations automation tool for CFOs and finance teams with simple, modern and intuitive UIs for faster operations, multi-player model with individual permissions and tracking & approval workflows, pre-configured integrations with accounting platforms and bank accounts to get full visibility and make it ridiculously easy to create custom dashboards and reports, and preparing regular reports, scheduling payments, follow-up customers and do comparisons with AI.

Key features include:

• Real-time cash flow tracking
• AI-driven dynamic financial forecasting
• Automated FinOps tasks
• Budgeting
• Bank account and accounting software integrations (Xero, QuickBooks, Zoho etc.)
• Team collaboration on financial management
• Invoice and payment tracking
• Account payables, Account Receivables.

Pennyflo is built for CFOs, finance managers, and executives in small to mid-sized businesses who need an efficient, scalable, and affordable solution to manage cash flow and financial operations. If you’re a CEO/CFO/Finance Manager/ Accountant/ a Business with <500 FTEs, we’re confident that Pennyflo could automate >90% of your Financial Operations by collaborating with existing team transparently.

We offer flexible pricing plans tailored to different business needs. To learn more about our pricing, please visit our Pricing page or contact us for a custom quote. You can try out Pennyflo, we offer a free trial for you to explore our platform and experience its benefits firsthand. Or you can book a personalized walkthrough of the product by signing up on our website.

Pennyflo automates financial operations by leveraging AI and real-time data integrations to streamline key financial tasks. Here’s how:

• Real-Time Cash Flow Management: It automates tracking of cash inflows and outflows by syncing with bank accounts and accounting software.
• Automated Reporting & Forecasting: Pennyflo generates dynamic financial reports and forecasts without manual input, giving businesses actionable insights.
• Invoice and Payment Automation: Automatically schedules payments, tracks invoices, and follows up on outstanding payments.
• Team Collaboration: Automates approval workflows and permissions for efficient team collaboration on financial tasks