CashCalc
Import your iO clients into CashCalc
Integrate with the UK’s leading provider of cashflow planning software.
Transfer client information both ways with a 2-way integration and start creating detailed and precise financial plans with ease.
How do I set up the integration?
Simply install this app to your Intelligent Office account, then follow the steps on the page on CashCalc to get your accounts linked together.
Don’t have a CashCalc account?
If you have yet to set up a CashCalc account, that’s not a problem. Simply click install and follow the step-by-step process to create a CashCalc account and integrate with iO. As a new user, you will also get a FREE 28 day trial of CashCalc!
What intelliflo office data does CashCalc use?
The two-way integration with intelliflo office will see client information securely transferred both ways between both systems, which includes personal information, savings and investments, incomes and pensions, assets and liabilities, plus additional data from the Data Capture Forms.
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