Simple cash flow planning for your clients
As an expert, your focus is on drawing up precise cash flow plans for your clients. Our financial planning software for consultants supports you in exactly that and, as an easy-to-use cash flow tool, makes the planning straightforward and precise. Its features do not only improve operational flexibility, they also strengthen the long-term stability of your customers. The forecasts the tool produces form the backbone of sustainable growth and secure competitiveness.
The fast-moving business world constantly confronts you with the task of adjusting financial forecasts. With features such as real-time tracking and the analysis of different scenarios, you spot deviations early and can act immediately. Optimise the strategic planning of your clients and enable them to take well-founded business decisions. The efficiency and simplicity of our financial planning software for financial advisers lastingly improves collaboration through fast, data-based processes.
OUR CUSTOMERS
Built for what your clients need,
used by thousands of companies and their teams
used by thousands of companies and their teams
Commitly makes it easy to record and adjust future cash flows. Using it is self-explanatory. That keeps the focus on the substance of the advisory conversation.
FinancePartners Beratungsges mbH
If you want to save time and get away from spreadsheets, this software is exactly right. I haven't found anything better.
Managing Director BMU Veranstaltungstechnik
COMMITLY is one of the reasons we have been able to grow so strongly over the past few years. A very simple and efficient way to keep cash flow in view and under control.
CFO Basenbox
This is why a spreadsheet-based liquidity analysis is unnecessary! No more manual spreadsheets, so the effort has dropped considerably. On top of that the quality of the numbers has improved noticeably, which gives real confidence on such a sensitive topic.
Managing Director Bimanu
Absolutely recommended. Thanks to Commitly we can track our revenue and our costs down to the day, and plan the current year on that basis. Much better and much simpler to handle, thanks to Commitly.
Finance Manager Yogaeasy
A great tool for cash flow planning. Commitly helps us plan our cash flow and see where we may stand at the end of the month or the year. A range of analyses gives us a good overview and makes spreadsheets obsolete here too.
Managing Director Klebekerlchen
How do you connect COMMITLY with lexoffice? Honestly, I can only vaguely remember. All you have to do is go to Integrations in the COMMITLY settings, click a button for "connect lexoffice" and log in to lexoffice as usual. That was it.
Managing Director Pro.Tec Solutions
Before we started using COMMITLY we tested and reviewed a number of cash flow planning tools. With COMMITLY the numbers are now in our own hands, and we can categorise them ourselves, more finely and independently of the DATEV chart of accounts. That makes shortfalls and opportunities easier to spot.
CEO, Managing Director Mate IT GmbH
A great cash flow planning tool. COMMITLY helps us make decisions and plan ahead. Can we afford new staff, new equipment or new projects? COMMITLY answers those questions quite reliably for us.
Head of Finance GDW Global Digital Women GmbH
The best cash flow planning tool and a lifesaver for the business. Commitly helps us plan our financial headroom at any time. The intelligent forecasts and the direct connection to our accounting are particularly good.
Managing Director huhuco UG
For us the best choice for cash flow planning. At Modoplus we value clear tools that noticeably improve day-to-day efficiency — for cash flow planning we found what we were looking for in COMMITLY. You can clearly tell the tool was built by people who know and understand the financial planning challenges young companies face.
Founder & CEO Modoplus GmbH
The simplicity of the daily account information. The way Commitly learns with every transaction. Wherever you are, you are always able to keep an eye on your liquidity.
Managing Director Quadrex Unternehmensgruppe
Get started right away – with the financial adviser software from COMMITLY
Thanks to the link to the bank and ERP integrations, you always work with figures that are current to the day and can be reconciled. That makes sure you are always up to speed and can take precise, data-based decisions.
With very little effort, produce the first forecasts for your clients – ideally in a joint online session. The team feature makes collaboration genuinely easy and, above all, secure! Our software for financial planning lets consultants work together with customers in real time. That encourages not only flexibility in the market but also efficiency and transparency. With COMMITLY you optimise not just cash flow planning but the whole of your client service.
Forecasts, plans, scenarios – all in one tool
Financial planning, or cash flow planning, is not only about seeing where things stand today, but about planning the future on that basis so that it is financially secure. The forecast should always be kept current, though, and the planning behind it should stay variable. In business in particular, things famously often do not go as expected, and unforeseen events can weaken a company. That applies especially to smaller or new businesses at the beginning of setting up in business. As the expert at their side, avoiding situations like these is naturally part of your job. Our planning software for financial advisers lets you record and adjust future payment flows easily. That helps businesses to have enough liquid funds available at all times.
Build different scenarios together to test the status quo and question decisions. The adjustable forecast always gives your clients a current outlook and a sense of direction. Our financial planning tool makes it easier for consultants to create, compare and analyse, so that fitting strategies can be developed. With COMMITLY and your expertise you strengthen your customers' business strategies and give them a clear competitive edge.
Fix plans for grant applications or loans and prepare the reports you will need later on.
REPORTS
Produce reports that are always current and easy to follow – at the push of a button. Providing clear and vivid data makes decision-making considerably easier for your customers. Companies gain a comprehensive overview of their working capital needs and can take well-founded decisions thanks to the markedly better transparency. Managing transactions and future payment flows centrally increases your control over your clients' financial data. Visualising the liquidity situation precisely through our financial planning software for consultants does not only save time, it also allows an accurate assessment of the financial position.
Financial services software for consolidation
Small and mid-sized businesses and family-owned company groups often face the challenge of keeping track of their cash position. Financial stability and planning for the future depend heavily on consolidated and standardised cash flow planning. The COMMITLY financial planning software for consultants helps you introduce and administer a uniform standard for group-wide cash flow planning.
Guide your clients through implementing that standard, so that every unit of the company has the same overview of its liquidity and can be managed more efficiently. A uniform system makes comprehensive cash flow planning possible both for individual units and at group level.
Spend your time advising your clients instead of building and maintaining Excel monsters.
THE FUTURE OF ADVISORY WORK
INNOVATIVE, DIGITAL SERVICES – TOGETHER WITH THE CUSTOMER
At a time of falling revenue from the core business, developing new services is becoming ever more important. More than 50% of experts would like to expand client advisory work substantially, yet fewer than 20% consistently follow through. Introducing modern financial planning software for consultants can lead to a considerable improvement in business processes and business relationships.
Be one of the innovators! With advanced technology you not only optimise cash flow planning, you also strengthen collaboration and communication.
3 REASONS FOR THE COMMITLY CONSULTANT EDITION
- 01
More revenue through new, digital services
By introducing the COMMITLY financial management software for consultants, you can offer innovative services that lift your revenue. The tool makes detailed and precise planning possible that goes far beyond conventional methods.
- 02
A dialogue about future cash flows strengthens and protects the client relationship
Presenting future cash flows transparently creates trust and encourages the long-term collaboration that matters for business success. With COMMITLY you spot plan deviations at a glance and react quickly to irregularities, strengthening and protecting the client relationship through sheer competence.
- 03
COMMITLY Consultant gives you a competitive edge
Using the COMMITLY financial plan software for consultants lets you offer personal, tailor-made support. Precise, up-to-date financial reports generated by the tool provide a reliable basis of data for important decisions and make it easier to prepare for meetings and presentations. That improves decision-making and gives you a clear competitive edge.
AT A GLANCE
Financial planning software for consultants – finally no more Excel
Traditionally, liquidity management was often dominated by sprawling, error-prone Excel spreadsheets. Our financial planning software for consultants shifts the emphasis to a more efficient and strategic approach. Automate reports and distribute them across the whole company to speed up the spread of information and improve data quality. Balance sheet tables and graphical comparisons of the performance of individual units let you visualise strengths and weaknesses and tackle them in a targeted way.
Another benefit of standardised liquidity management is the automation of data processing and analysis. That noticeably reduces administrative effort and gives you more time to concentrate on advising your customers strategically. Uniform procedures and standards for the central administration and coordination of financial data create a solid basis for cash flow planning. This leads to consistent and correct financial reporting and makes it easier for you to give precise, data-based recommendations.
With our solid, standardised financial planning software, a company can minimise risks proactively and position itself better strategically. Consistent financial planning encourages clear and uniform communication between the different units and ensures the seamless integration of financial data across every level. That strengthens the financial resilience of the company and creates a foundation for long-term success and sustainable growth.
Expertise and the right tool
The perfect combination for outstanding service consists of the consultant's expertise and the support of suitable tools such as a specialised financial planning tool. While the consultant – as expert, adviser or coach – brings in wide knowledge and experience, the software makes it possible to carry out the planning efficiently and precisely.
With a tool for financial planning, consultants reach results faster. These modern solutions minimise sources of error through automated processes while presenting complex financial data clearly and legibly. That lets you concentrate on the essential strategic work while the tool takes on the administrative and analytical tasks.
Combining professional competence with technical support does not only save you valuable time and effort, it also frees up those resources for other important activities. That includes looking after clients personally, developing new strategies and adapting to changing market conditions. Ultimately, using the right tools leads to more effective advice that makes both the expert and their customers successful in the long run.
Have we caught your interest? Get in touch – with questions and wishes about our financial planning software for consultants, or about anything else that is still unclear. We are glad to be there for you and to help you and your company.
