Stop Forecasting.
Start Solving.
The AI cash-flow agent for QuickBooks. A live weekly cash-flow forecast, rebuilt from your books every day, that tells you which week gets tight and what to do about it.
Connect QuickBooks in 60 seconds. Read-only — we never write to your books.
How It Works
Get started with accurate cash flow forecasting in four simple steps
01
Connect QuickBooks
Securely link your QuickBooks Online account with our simple API integration in minutes.
02
Data Analysis
Our AI analyzes your accounting data, identifying patterns and trends in your cash flow.
03
Generate Forecasts
Receive accurate cash flow projections with detailed breakdowns and visual dashboards.
04
Get Recommendations
Act on AI-powered insights and recommendations to optimize your business finances.
Built to be your agent.
We don't just dump a spreadsheet on your screen. Our AI engine natively understands QuickBooks to give you actionable solutions.
Interactive Weekly Forecast
Monthly forecasts are useless when you need to make payroll on Friday. Get a dynamic 12-week view of your cash position. Drag and drop invoices or bills to instantly see how timing affects your bottom line.
Prescriptive AI Suggestions
The AI doesn't just say "Warning: Shortfall." It acts as your fractional CFO, suggesting exact solutions: "Delay Home Depot bill by 14 days" or "Collect Acme Corp invoice early."
Unlimited "What-If" Scenarios
Thinking of hiring a new employee? Buying new equipment? Or expanding your office? Build unlimited sandbox scenarios to see the impact on your cash flow before you spend a dime.
Simple pricing, complete control.
Enterprise-level FP&A tools cost over $400/mo. We deliver the precise cash flow insights you actually need, for a fraction of the cost.
Professional
The complete AI Cash Flow solution for SMBs.
$41.67 / month, billed annually
- Complete QuickBooks Online Integration
- 12-Week (Weekly) Cash Flow Forecast
- Daily Data Sync
- Unlimited AI Prescriptive Suggestions
- Unlimited Interactive 'What-If' Scenarios
- Priority Support
Ready to take control of your cash flow?
Join hundreds of SMBs, accountants, and freelancers who have stopped surviving spreadsheet anxiety and started solving cash crunches.
Secure OAuth 2.0 connection. Setup takes less than 2 minutes.
One login.
Your whole book.
Add clients as you go and switch between them from a single dashboard. Each client authorises a read-only QuickBooks connection in about 60 seconds — nothing is ever written back to their books, so there is no risk to the file and no cleanup afterwards.
You're billed, not them. roco becomes a line in your practice costs rather than another vendor your client has to approve — which removes the slowest step in getting a new client set up.
Every client, one dashboard
Switch between client books without logging out. Add and remove clients yourself.
Read-only, always
Connected through Intuit's official OAuth. roco never writes to a client's books.
Built for QuickBooks
Receivables, payables, payroll, loans and inventory flow straight from QBO. No spreadsheet to maintain.
The account is free. You pay for clients, not for access.
| Clients connected | Per client / month |
|---|---|
| 1–5Most Common | $35 |
| 6–15 | $25 |
| 16+ | $18 |
No contract. No seat minimum. No annual commitment. Cancel any time.
A three-client CFO pays $105 a month. Most tools in this category charge a firm licence before you have connected a single client. roco costs nothing until a client is on it.
Every plan includes the full 12-week forecast, unlimited scenarios, inventory forecasting, PDF reports and priority support. There is no feature-gated tier.
We're onboarding advisors one at a time right now. Tell us about your practice and we'll set you up.