Connect your bank, skip the manual entry
Link outside bank accounts so every transaction reconciles automatically, no manual entry and no rules to set up.
Schedule a demo
$279MM AUM
$350MM AUM
$230MM AUM
$400MM AUM
$250MM AUM
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$700MM AUM
$279MM AUM
$350MM AUM
$230MM AUM
$400MM AUM
$250MM AUM
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$700MM AUM
Categorization goes beyond rules
Instead of building a rule for every recurring transaction, incoming activity gets read and categorized automatically from day one.
Bank-level security
Every connection is encrypted and PCI compliant, so linking an account doesn't mean compromising on safety.
Scales with every account you add
Connect one bank account or a dozen, and each one gets the same automatic treatment.
Fewer errors, faster close
Reconcile transactions automatically and get a clear view of every dollar, without typos or manual matching slowing down your close.
Transactions match themselves
Payments and deposits are matched to the right property in real time, so you're never left guessing what a line item was for.
Every deposit ties to its property
Categorized without a single rule
Every transaction gets sorted into the right category automatically, the moment it comes in, not after you've told it how.
Connect any account you use
Link a bank account or credit card and start pulling, categorizing, and reconciling transactions within seconds.
Your questions answered
Stop entering transactions by hand
Connect your first account and let reconciliation happen automatically.
Schedule a demo
Seattle, WA
Products
Capital raising
Why Cash Flow PortalEquity raising simplifiedFunds on Cash Flow PortalCo-sponsorsCustom brandingProperty management
BookkeepingBank syncQuickbooks integrationReportsOwner portalMaintenanceApplications & eSignTenant screeningCRMRent collectionTenant portalCommunicationFund admin
Fund administrationInstitutional fund administrationSPVsFund admin servicesIntegrated CPA servicesBanking
Integrated bankingLeads
New leadsAccounting
Accounting©2026 All rights reserved. Cash Flow Portal Inc.