Product Clinic: When Should I Use Weekly vs. Monthly Cash Flow in Float?
27
1:00 PM - 1:30 PM
In this practical session, Graeme will explore how to choose the right forecasting structure for your needs (i.e. Weekly Vs. Monthly). From setup to tradeoffs, you'll learn how to build a forecasting system that works for your business and your team.
Here’s what we’ll cover:
- Getting started: key considerations
- Matching your forecast to business needs
- Pros and cons of each approach
- Balancing detail with time and effort
- Why forecasting matters even when cash is stable
We'll wrap with a Q&A and live discussion, so bring your questions and experiences.
See you there 👋
Speaker
Graeme Keys
Head of Product
With a background in customer support, Graeme has firsthand insight into the cash flow challenges small businesses face. As Head of Product, he champions a customer-centric approach, building tools shaped by real user needs. His deep understanding of customer pain points makes him a trusted voice on creating practical, effective solutions for modern finance teams.
27
1:00 PM - 1:30 PM