Simple Liquidity planning for your clients

Simple liquidity planning for your clients

You are an advisor and need a liquidity plan for your clients quickly? We can help you with our simple and intuitive cash flow tool.

Commitly makes it easy to record and adjust future cash flows. The handling is self-explanatory. The focus is thus on the content components in the advisory meeting.
Manuela Rott about COMMITLY
Manuela Rott
FinancePartners Beratungsges mbH

LET'S GO

After the connection of the company accounts by your clients comes your grand entrance! 

Through the link with the banks, you work with up-to-date and reconcilable figures.

Quickly create the first forecasts for your clients. The best way to do this is in a joint online meeting. The team function makes cooperation child's play and secure!

COMMITLY create budget
liquidity scenarios

FORECASTS, PLANS, SCENARIOS

The customisable forecast gives your clients an always up-to-date preview and orientation.

Create different scenarios together, challenge the status quo, help question decisions.

Fix plans for e.g. funding applications or loans for reports required later.

REPORTS

Always create up-to-date and comprehensible reports for your clients - at the touch of a button.

CONSOLIDATION

Family-owned business groups and SME groups

Keep track of cash holdings in the group.

Accompany your clients in the introduction of a standard for group-wide liquidity planning.

Use your time to advise your clients - not to create and maintain Excel monsters.

Learn more

THE FUTURE OF COUNSELLING

INNOVATIVE, DIGITAL SERVICES - TOGETHER WITH THE CUSTOMER

New services to replace declining revenues from the core business are becoming increasingly important. Well over 50% of advisors want to strongly expand client advisory services, but less than 20% implement it consistently.

Be one of the innovators!

3 REASONS FOR COMMITLY BERATER Edition

01
More turnover through new, digital services

02
Dialogue about future cash flows strengthens and protects the client relationship

03
COMMITLY advisor gives you a competitive edge

Cash flow planning made easy - All decisions firmly under control.

COMMITLY is your software tool for better liquidity and cash flow management - developed by financial experts and entrepreneurs who know what matters in financial planning.