Cash Flow Health
Quickly and easily understand your cash flow — what’s working, or when to adjust — with tools built for you, not accountants.
get tax-ready
Stay organized, understand deductions, and save time with select plans.
Cash Flow Health gives you a clear picture of the money going in and out of your business, with unlimited connected accounts and balance forecasting.
Connect all your business and credit accounts to see a simple view of your finances.
Know how your income is trending so you can make informed decisions on your plans.
Trigger an alert when your connected account balance goes below a certain amount to help you avoid shortfalls.
financial statements
Export detailed profit & loss statements, balance sheets, and cash flow reports — whether filing on your own or with help.
reporting periods
Custom reporting periods and expense breakdowns help you understand your performance and where to make changes.
Automatic categorization
We'll automatically sort your transactions. Just confirm they're correct — in-app or by text.
upload receipts
Skip the folders and the stress. Easily upload your receipts so you can stay on top of your deductions.
customer stories
Cash Flow Health gives you the insights you need to stay the course — or adjust when you need to.
balance forecasting
The balance forecasting feature helps him to see and plan ahead, before he experiences any shortfalls.
Meet the small business owners who are redefining their business journey with Nav.
“Nav Cash Flow Health motivates me. It’s easier to understand for someone who doesn’t have a CPA.”
Blake M.
Guapaholics
“Because of Nav, my tax preparation this year will be so much better. I don’t have to scramble, I don’t have to organize, I have it all ready.”
Rico L.
Professional Consumer Financial Group
Yes. Cash Flow Health is designed to help you track your finances at no cost. Bookkeeping features, like automatic transaction categorization, are only available with select Nav Prime plans.
Yes. You can add as many credit cards, checking, and savings accounts to your Cash Flow Health dashboard as needed.
Cash Flow Health supports credit cards, checking accounts, and savings accounts from most major U.S. banks and financial institutions.
Setting a safe limit means we’ll send you an alert when your balance falls below that amount. It’s a more customized version of the standard low balance alerts from your bank to help you stay more proactive.
When Nav Prime members with bookkeeping features (Build or Expand plans) connect a bank account to Cash Flow Health, transactions are automatically matched to a suggested spending category. You can confirm the category is correct by text or in Cash Flow Health. You can also confirm correct categories in bulk from your Cash Flow Health dashboard.
JOIN Nav Prime
Unlock up to 6 business and personal scores to track your total progress in one place.
Get up to 2 tradelines1 submitted monthly to the major business credit bureaus. No hard credit checks.
Get 1-on-1 support to help you build business credit and plan your path to funding opportunities.
Monitor all your money in one spot. Secured using bank-level encryption.
