Fiscal Flowcast for Agencies and Advisors

If you manage finances on behalf of multiple clients, Fiscal Flowcast's entity model lets you run every client's books in one place — with strict data separation, granular permissions, and the export tools you need for client reporting.

One platform, many clients

Each client lives inside its own entity. You can be a member of any number of entities, switching between them instantly without ever logging out. Client data is completely isolated — one client can never see another's financials.

Create a new entity for each client engagement.
Invite the client as a member with a read-only or contributor role.
Your advisor account retains admin access across all entities you manage.

See Managing entities.

Importing client data

Get new clients up to speed quickly by importing historical transactions via CSV or by connecting their bank account through Plaid. Bulk imports let you bring in months of history in minutes.

See Importing data and Linking a bank account.

Client reporting and exports

Generate professional reports for client meetings — P&L summaries, net-worth snapshots, cash-flow forecasts — and export them as CSV or PDF. Schedule regular exports to keep clients (and your own records) up to date automatically.

See Reports and Exporting your data.

API and automation

Power users can automate repetitive tasks using the Fiscal Flowcast API — pull client balances into dashboards, push transactions from external systems, or trigger reports on a schedule.

See Using the API.

Property and loan portfolios

For clients with property or loan portfolios, use the property and loan tracking modules to maintain accurate asset registers and amortisation schedules alongside operating accounts.

See Property tracking and Loan management.

Recommended plan

Agencies typically need the Premium plan for unlimited workspaces, API access, and team seats. See Feature availability by tier.

Quick links for agencies

Managing entities (multi-client)
Importing client data
Reports and client reporting
Exporting data
API access

Managing EntitiesCreate and switch between entities (personal, business, or project) and understand plan limits.
Importing Financial DataLearn how to import transactions and account data from CSV files.
Generating ReportsCreate detailed financial reports and export your data for analysis.
Exporting Your DataExport reports and data in CSV, PDF, Excel, or JSON depending on your plan.
Using the Fiscal Flowcast API (Premium+)Access your data programmatically with an API key. Available on PREMIUM and ENTERPRISE plans.
Tracking Properties and Real EstateAdd properties, track values, and manage mortgages associated with real estate.
Managing Loans and DebtTrack loans, monitor payments, and understand your debt obligations.
Feature Availability by TierSee which features and limits apply to FREE, BASIC, PREMIUM, and ENTERPRISE plans.

Fiscal Flowcast for Agencies and Advisors