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Take off with business in sight.

Flight keeps advisors and their clients updated on business through a shared activity feed.

How it works

Powerful analysis

Adding a client to Flight securely integrates their data with your activity feed.

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What it does

Flight turns advisors into powerful allies

Flight identifies cash flow situations before they become issues. You can comment on a post and your client gets a notification. Save a post for later. Pinpoint troubling trends and suggest actions. See all of your clients, and all of their activities.

Flight gives business owners strong insight

Get a bird’s eye view on the cash flow hitting the books every day. Take note of incoming payments. Ask your advisor a question on a post, get answers and get back to running your business. Share posts with partners or other stakeholders.

Who it’s for

A consultant or professional such as an accountant or banker or bookkeeper who wants to update, influence or advise business clients on daily, weekly or monthly financial activities.

In-house Accountants
An in-house accounting professional who needs to keep the boss or other stakeholders updated on financial activity.

Accounting Offices
An accounting office with multiple employees, who need to keep their boss and their clients on the same page about the state of their businesses.

Business Owners
Business owners who want to stay in the flight path of their financial activity.


It’s all there

Advisors see the financial activity for all of their clients in a secure social media feed designed for easy engagement.


The advisor spots her opportunity - and swoops in to offer help.

Notify clients

The client is notified that there’s a new comment from his advisor, and opens his Flight feed to respond.

Make the connection

Advisor and client are on the same page.

Fly on

The advisor adjusts her superhero cape, scrolls through her business activity feed and finds the next opportunity to be awesome.


All plans include:

Unlimited clients    •     Chat, phone, and email support    •     Push notifications    •     Mobile app access    •     Custom branding

1-2 advisors
from the same firm
3-4 advisors
from the same firm
billed annually
$32/mo billed monthly
5-9 advisors
from the same firm
billed annually
$64/mo billed monthly

More than 10 advisors?

Let’s Talk

It’s time for a smarter, simpler way to be amazing for your clients. It’s time to find your wings.

Try Flight Now