One workspace. Every tool your team already uses.

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.

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.

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.

04 Social Inbox Live

A single, unified inbox for every direct message and comment across your channels — so customer conversations never fall through the cracks.

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.

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 LinkedIn, X, Instagram and Facebook scheduling, plus Pinterest and Threads scheduling, and direct bank feed sync for finance and accounting. Have a request? Tell us what to build next.

08 Frequently Asked Questions