A cash flow forecasting tool for small businesses
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Why Your Small Business Should Use Swell: A Cashflow Forecasting Tool

In the world of small business, keeping up with the latest data trends and maintaining a healthy cashflow can be quite demanding. This is where Lemonade Beach’s Cashflow Forecasting program, “Swell” steps in – a real time financial tracking and management tool that serves as your financial consultant and advisor. With its numerous features and benefits, Swell is a platform that offers you the support to manage your financial data effectively and efficiently. In this blog post, we will detail the reasons why your small business should consider using Swell.

Real-Time Data Comparison and Tracking

One of the key features of Swell is its ability to visually compare and track financial data in real time. This feature gives you the ability to monitor your financial situation at any given moment, providing you with up-to-date insights and helping you make informed decisions. The real-time nature of Swell ensures you are always kept in the loop, and never miss out on any significant financial changes or trends.

Future Forecasting

Swell also brings to the table the ability to see the future with its forecasting feature. With this, you can predict future trends based on your current financial data, helping you plan ahead and make strategic decisions. This can be particularly useful for businesses and individuals who want to stay ahead of the curve and prepare for any potential financial challenges.

Dynamic Cash Flow Management

Cash flow is the lifeblood of any business. With Swell, you can manage your cash flow with dynamic reporting, allowing you to keep an eye on incoming and outgoing funds. This feature helps you to maintain a healthy cash flow, ensuring your business stays afloat and thrives in any financial climate.

External Perspectives and Insights

Swell isn’t just a tool. With it, you get an external perspective with monthly consultant insights and tips. These insights can offer a fresh perspective on your financial situation, providing you with new ideas and strategies that you may not have considered before. This can be invaluable in helping you navigate the sometimes complex world of business.

Human Consultants

At Swell, you’re not just dealing with a tool, but with real human consultants – located in Australia. You get advice from professionals who understand your needs and can provide tailored solutions to your financial challenges. This human touch adds a layer of personalization and understanding that can make managing your finances much easier and less stressful.

Live Alerts

Stay in the know with Swell’s live alerts feature. This feature keeps you updated on any significant changes or trends in your financial data, ensuring that you’re always informed and ready to take action when necessary. This real-time alert system can be a game-changer in managing your financial health.

Onboarding and Training

With Swell, you can feel confident in the onboarding and training process you’ll receive. The Lemonade Beach team ensures that you understand how to use the tool effectively and can make the most of its features. This means you can hit the ground running and start managing your finances more effectively from day one.

Collaboration

Swell allows you to collaborate with unlimited users. This means you can involve your team, your financial advisors, or anyone else you choose in your financial management process. This can foster a more collaborative and inclusive financial management process, ensuring everyone is on the same page and working towards the same financial goals.

Designed for the Different Stages of Business Growth

Swell offers three levels, each designed for the different stages of a business’s growth. These stages range from new businesses just starting, growing businesses facing challenges, to booming businesses seeking to maintain growth.

  • Level 1 (Snapper): Snapper is our introductory level of Swell. It’s all about gaining business knowledge and know-how so you can run your business with confidence and clarity.
  • Level 2 (Bells): Seeing Growth and Expansion is great, but it brings its own set of challenges too. Bells is our intermediate level of Swell, designed for businesses that want to forecast and plan their next growth move.
  • Level 3 (Mavericks): High Growth Business often means a time-poor founder. Mavericks is our top level of Swell, helping you keep your eyes on the important parts of your business whilst delegating tasks to others.

For further information on the Swell levels, we encourage you to read the following blog article – Three Swell Levels to Transform Your Business: Snapper, Bells and Mavericks

Next Steps

Through Swell’s comprehensive suite of features, you can manage your financial data more efficiently and effectively. From real-time data tracking to future forecasting, from dynamic cash flow management to consultant insights, the Lemonade Beach Swell program is designed to be your financial assistant, advisor, and consultant. If you’re ready to take control of your cashflow and would like to discuss how Swell could work for your business, we encourage you to book a complimentary consultation.

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