FAQ

Questions, answered

Everything finance teams ask before switching their accounts payable to OutflowDesk.

Is OutflowDesk a Bill.com alternative?

Yes. OutflowDesk covers the accounts-payable workflow most teams actually use Bill.com for — capturing bills, coding them, routing approvals, and recording payments in QuickBooks — on flat plans from $49/mo with no per-transaction fees. It is intentionally leaner and less pushy: no payments network you have to opt into and no upsells to your vendors.

Does OutflowDesk move money?

No. OutflowDesk is not a money transmitter and never holds or routes your funds. It generates bank-ready NACHA ACH files and printable checks that you submit through your own bank, then records the payment and syncs it to QuickBooks. You stay in control of timing, float, and your banking relationship.

Do I keep my own bank?

Always. There is no requirement to open a new account, move balances, or use a partner bank. OutflowDesk works on top of whatever bank you already use. Export a NACHA file or print checks and pay the way you do today — OutflowDesk just handles the AP workflow and the bookkeeping around it.

Does OutflowDesk support QuickBooks Online?

OutflowDesk is built around QuickBooks Online with a two-way sync. Vendors, chart of accounts, classes, bills, and payments stay in lockstep, so a change in either system shows up in the other. We connect through Intuit's official OAuth flow and the Accounting API — no spreadsheet imports or nightly CSV reconciliation.

How does auto-coding work?

When a bill arrives, OutflowDesk extracts the vendor, amount, due date, and line items, then suggests the GL account and class based on your QuickBooks chart of accounts and how you've coded that vendor before. You review and confirm — the suggestion gets smarter the more you use it, but you always have the final say.

Can OutflowDesk help with 1099s?

Yes. OutflowDesk keeps vendor records and W-9 details in one place, flags which vendors are 1099-eligible, and tracks reportable payment totals throughout the year. When January comes, you can pull a clean summary of who needs a 1099 and how much they were paid, instead of reverse-engineering it from your check register.

What approval workflows are supported?

You can build multi-step approval chains and route bills by amount, vendor, or department. Approvers can sign off from email or the dashboard, and nothing is marked payable until the required approvals are in. Full approval workflows are included on every paid plan and during your free trial.

How is my data secured?

OutflowDesk connects to QuickBooks through Intuit's OAuth 2.0 flow, so we never see your Intuit password, and access tokens are encrypted at rest. Sensitive payment details are stored in an encrypted vault, every action is written to an immutable audit trail, and access is scoped per organization and role.

What does OutflowDesk cost?

OutflowDesk is part of TechForCFO's unified pricing. Starter is $49/mo ($39/mo billed annually) for any one tool with full features and one company. Suite is $199/mo ($159/mo annually) and unlocks all 11 tools for up to 3 entities. Bookkeeping adds a dedicated bookkeeper from $549/mo, priced by your monthly expense volume. Every tool is fully featured — unlimited bills, full approval workflows, auto-coding, vendor and 1099 tracking, NACHA and check export, QuickBooks two-way sync, and the audit trail.

Is there a free plan?

There's no perpetual free tier. Every plan comes with a 14-day free trial — full access, no credit card required — and there's a public live demo you can explore without signing up. When the trial ends, pick Starter, Suite, or Bookkeeping to keep going; until then your account stays read-only so your data is never lost.

How do I get started?

Start your 14-day free trial, connect your QuickBooks Online company in a couple of clicks, and forward your first bill to your OutflowDesk inbox. Pick Starter for just OutflowDesk or Suite for all 11 TechForCFO tools whenever you're ready — no sales call required.

Get your accounts payable on autopilot

Connect QuickBooks, forward your first bill, and see OutflowDesk code and route it in minutes. 14-day free trial — no credit card.