Cash Flow Mapping is a software-as-a-service (SaaS) company that develops and provides intuitive cash flow modelling tools specifically for financial advisers and planners. Founded by a financial planner, the company's mission is to make sophisticated financial forecasting accessible, enabling advisers to have more meaningful and visual conversations with their clients about their financial future. The platform is designed to be user-friendly, replacing complex spreadsheets with clear, visual charts and plans to help clients understand their financial position and make informed decisions.

Founded in

United States