Frequently Asked Questions
Everything you need to know about Cashflow Evaluator — how it works, security, pricing, and support.
What is Cashflow Evaluator?
Cashflow Evaluator is an AI-powered cashflow analysis tool that reads your bank statement and shows Indian MSMEs exactly where money is coming from and going to, in real time — without linking your bank account.
Is my bank data safe with Cashflow Evaluator?
Yes — Cashflow Evaluator never asks for your net-banking username or password. You upload a statement file; account numbers are never stored in plain text, and data is handled in line with India's DPDP Act, 2023.
Which banks does Cashflow Evaluator support?
Cashflow Evaluator works with all leading banks in India, with new banks added on an ongoing basis.
Do I need to link my bank account or share net-banking credentials?
No — you only need to upload a statement file you download from your own bank; net-banking credentials are never required.
How is this different from Tally or Zoho Books?
Cashflow Evaluator isn't accounting or bookkeeping software — it's a cashflow visibility layer that sits on top of whatever accounting tool you already use, turning your bank statement into instant cashflow charts.
Can I manage more than one business on Cashflow Evaluator?
Yes — multiple businesses under a single login, with a one-tap switcher and role-based team access.
Does Cashflow Evaluator use AI?
Yes — AI automatically classifies every transaction and generates on-demand, plain-English cashflow insight reports.
How much does Cashflow Evaluator cost?
Plans start at ₹19,999/year per business account; full plan details are on our Pricing page.
Is there a free trial, and do I need a credit card to start?
Yes — start a free trial with no credit card required.
Do I get a GST invoice for my payment?
Yes — an automatic, sequential, financial-year-numbered GST tax invoice is generated for every payment, with CGST/SGST or IGST split correctly for your input tax credit.
Still have questions?
Start your free trial and see it for yourself, or reach out and we'll help.
No credit card required