Cash Flow Insight requires an eligible PNC business checking account and enrollment in PNC Online Banking. Cash Flow Insight is enabled for all new business checking customers enrolling in Online Banking. Cash Flow Insight and its additional tools (Payables, Receivables, and Accounting Software Sync) are available for enrollment exclusively within PNC Online Banking. The monthly and transaction fees for the additional Cash Flow Insight tools (Receivables, Payables, and Accounting Software Sync) are waived for 60 days beginning with enrollment in any combination of the additional Cash Flow Insight tools (Receivables, Payables, and Accounting Software Sync). Fee waiver period is offered to each customer one time only in a single continuous set of 60 days for Cash Flow Insight with Payables Receivables and Accounting Software Sync (any combination of the three tools).
Offers may be extended, modified or discontinued at any time without notice and may vary by market. For supported accounting software, how to un-enroll and other details, call 855-762-2361. No purchase necessary.
Eligibility based on Customer’s checking relationship and whether or not they have experienced Cash Flow Insight with Payables, Receivables, and Accounting Software Sync (in any combination of the three tools) before.
Fee waiver period is offered to each customer one time only in a single continuous set of days: 60 days for Cash Flow Insight with Payables, Receivables, and Accounting Software Sync (any combination of the three tools). Following the fee waiver period, unless you terminate the services,for the additional Cash Flow Insight tools, you will be charged the monthly subscription, additional user, and transaction fees onyour next applicable statement.
If you do not want to continue with any of the additional tools, you may opt out of any additional tool or tools, on your Settings page within Cash Flow Insight.
Please note Cash Flow Insight Payables, Receivables, and Accounting Software Sync charges are billed a month in arrears - for example June subscription and transaction fees are part of your July statement.
Following enrollment, you can change your enrollments or the account to be charged (service fee account) by visiting the Settings page, which can be accessed via the gear icon on the right side of the Cash Flow Insight toolbar or by selecting the choose your experience link from the yellow bar available on screen during the waiver period.
Your Receivables and/or Payables data within Cash Flow Insight can sync with the following supported accounting software: QuickBooks® for Windows, QuickBooks® Online, Intacct®, NetSuite® and Xero®. Users of other accounting software, such as Sage 50 and Microsoft Dynamics® GP, can use the import/export functionality within Cash Flow Insight at no additional cost. Must sign up for this service.
The graphs and tables in Cash Flow Insight include customer added information. Therefore, PNC does not represent the information presented is accurate and is not liable for any reliance placed on the materials presented. Cash Flow Insight is provided for informational purposes only.
PNC has multiple pending patent applications directed at various features and functions of Cash Flow Insight.