01 Email Providers
Send, receive and track every customer email from inside Cash Flow Optimizer. Native integrations for Gmail and Outlook handle threading, attachments and read receipts; other providers connect securely via IMAP and SMTP.
Gmail
Two-way sync with Gmail and Google Workspace inboxes.
Microsoft Outlook
Native Outlook & Microsoft 365 mail integration.
Other Email Providers
Any standards-compliant IMAP / SMTP mailbox.
02 Calendars
Keep meetings, follow-ups and deal milestones in lockstep. Two-way sync means events created in Cash Flow Optimizer appear in your calendar instantly — and vice versa.
Google Calendar
Two-way sync with Google Calendar & Workspace.
Outlook Calendar
Two-way sync with Microsoft 365 calendar.
05 Accounting & Bank Feeds
Bring your books and your cash position into the same view as your pipeline. Sync customers, invoices and payments — and (soon) your bank transactions — for true cash-flow visibility.
QuickBooks Online
Sync customers, invoices and accounting data.
Bank Feed Sync
Direct bank transaction feeds for finance & accounting.
06 Security & Permissions
Every integration uses OAuth where supported, scoped tokens, and least-privilege access. Tokens are encrypted at rest, can be revoked at any time, and we never store your provider passwords. Read more on our Security page or in the Privacy Policy.
07 What's on the Roadmap
We're actively building Pinterest and Threads scheduling, the unified social inbox (LinkedIn, X, YouTube, Instagram, Facebook, TikTok, WhatsApp, Telegram), and direct bank feed sync for finance and accounting. Have a request? Tell us what to build next.
08 Frequently Asked Questions
Which email providers does Cash Flow Optimizer integrate with?
Native integrations for Gmail and Microsoft Outlook, plus support for any other email provider via IMAP / SMTP.
Does Cash Flow Optimizer sync with my calendar?
Yes — two-way sync with both Google Calendar and Outlook Calendar.
Which social media platforms can I schedule posts to today?
LinkedIn, X (Twitter), YouTube, Instagram, Facebook and TikTok. Pinterest and Threads are coming soon.
Can I manage all my social DMs and chats in one inbox?
The unified social inbox — covering LinkedIn, X, YouTube, Instagram, Facebook, TikTok, WhatsApp and Telegram — is coming soon.
Does it integrate with QuickBooks?
Yes — QuickBooks Online for customers, invoices and core accounting data.
Can I sync my bank transactions?
Direct bank-feed sync for finance and accounting features is coming soon.
Are integrations included on every plan?
Core email, calendar and QuickBooks Online integrations are available on every paid plan. See pricing for details.
03 Social Media Scheduling
Plan, schedule and publish content across the channels that matter — without leaving your workspace. Draft once, publish everywhere, and tie engagement back to revenue.
LinkedIn
Schedule posts to LinkedIn pages & profiles.
X (Twitter)
Schedule posts and threads to X.
YouTube
Schedule videos & community posts.
Instagram
Schedule feed posts, Reels and stories.
Facebook
Schedule posts to Facebook Pages.
TikTok
Schedule short-form videos to TikTok.
Pinterest
Pin scheduling on the roadmap.
Threads
Threads publishing on the roadmap.