Cash Flow Insight requires a PNC business checking account and enrollment in PNC Online Banking. Free trial offer valid for Cash Flow Insight, for additional tools (Receivables, Payables and Accounting Software Sync) and additional sub-users (delegates) for your current statement cycle period and two additional statement cycles. During your free trial period, the monthly fee for Cash Flow Insight, monthly fees for the additional tools and sub-users, and transaction-based fees for transactions that occur during the trial period are all waived. One free trial period per customer, based on the enrollment date of the first account you enroll in Cash Flow Insight.
Your free trial period for all accounts in Cash Flow Insight ends at the same time. At the end of your free trial, unless you un-enroll, you will remain enrolled in Cash Flow Insight, and in any additional tools you selected. All sub-users to whom you granted access will also maintain access. If you remain enrolled in Cash Flow Insight (and no additional tools), you will begin to be charged a fee of $10/month. Customers with a Business Checking Plus, Business Checking Preferred, Business Enterprise Checking, Industry Solutions Checking or Retail Businesses Checking account have access to Cash Flow Insight (not including the additional tools) at no monthly fee for all of their eligible PNC business checking accounts in Online Banking. If you remain enrolled in any of the additional tools (Receivables, Payables and/or Accounting Software Sync), your Cash Flow Insight $10/month fee is waived. Following your trial period, you will be charged on a monthly basis for the additional tool(s) you are enrolled in, the sub-users to whom you granted access, and the transactions completed using the tool(s). For post-trial fee information, call a Cash Flow Insight Consultant at 855-762-2361. You may add, remove, or edit a sub-user’s access on the Business Tools tab in Online Banking. If you do not want to continue with Cash Flow Insight, or any of the additional tools, you may opt out of Cash Flow Insight, or opt out of an additional tool or tools, on your Preferences page within Cash Flow Insight.
Your Receivables and/or Payables data within Cash Flow Insight can sync with the following supported accounting software: QuickBooks® for Windows, QuickBooks® Online, Intacct®, NetSuite® and Xero®. Users of other accounting software, such as Sage 50 and Microsoft Dynamics® GP, can use the import/export functionality within Cash Flow Insight at no additional cost.
The graphs and tables in Cash Flow Insight include customer added information. Therefore, PNC does not represent the information presented is accurate and is not liable for any reliance placed on the materials presented. Cash Flow Insight is provided for informational purposes only.
PNC has multiple pending patent applications directed at various features and functions of Cash Flow Insight.
The business names used are intended to be generic representations and are not intended to represent or depict any actual business, and any similarity in name is coincidental and unintentional.
Cash Management Services are provided by PNC Bank, National Association, a wholly-owned subsidiary of PNC and Member FDIC. ACH services require credit approval.
Subject to credit approval. PNC Bank, National Association is the creditor and issuer of PNC Bank Business Credit Cards.
All loans are provided by PNC Bank, National Association and are subject to credit approval and require automatic payment deduction from a PNC Bank business checking account. Origination and/or other fees may apply.
Next-day funding on card transactions processed by PNC Merchant Services when deposited into your PNC business checking account. Merchant Services are provided by PNC Merchant Services Company and are subject to credit approval. PNC Merchant Services is a registered trademark of The PNC Financial Services Group, Inc.
PNC does not charge a fee for the Mobile Banking service. However, a supported mobile device is needed to use Mobile Banking. Also, your wireless carrier may charge you for data usage. Check with your wireless carrier for details regarding your specific wireless plan and any data usage or text messaging charges that may apply.
There may be fees for certain optional services available through PNC Online Banking.
PNC Online Banking is required.
PINACLE® is a registered trademark of The PNC Financial Services Group, Inc. Transaction fees may apply. ACH services require credit approval.
Banking and lending products and services, bank deposit products, and treasury management services, including, but not limited to, services for healthcare providers and payers, are provided by PNC Bank, National Association, a wholly-owned subsidiary of PNC and Member FDIC. Lending and leasing products and services, including card services and merchant services, as well as certain other banking products and services, may require credit approval.
Federal regulations prohibit you from making more than a total of six transfers each month to other accounts from a savings or money market account (including transfers to another account for overdraft protection) or to third parties each month by check, through point-of-sales purchase transactions with a banking card, by preauthorized or automatic agreements, by telephone or online. See your account agreement for more information. Other limits may apply to your account. Excessive transactions may result in changing your Business Money Market account to a Business Checking account and will be subject to the features and fees as described in the Business Checking Accounts and Related Charges in effect at that time.
Funds may not be available for immediate credit and withdrawal. Subject to credit approval. Remote deposit users should refer to their remote deposit service agreement and the applicable Funds Availability Policy for your PNC business checking account to determine when your funds will be credited and made available. DepositNow is a registered trademark of BServ, Inc. Eligibility for DepositNow is subject to bank approval. Customer must maintain a PNC business checking account to qualify for DepositNow.