The Next Evolution of Advisory: Inside the Live Demo of the Clear Path to Cash App Version 2

By Jeff Robertson | October 26, 2025

The future of advisory is here. DEMO Below

Cash Flow Mike just unveiled Version 2 of the Clear Path to Cash App in a live demo that gave accountants, bookkeepers, and financial advisors an inside look at the most powerful upgrade yet. This wasn’t just another software walk-through. It was a masterclass in how real advisors use tools to create results, not just reports.

If you missed it live, here’s your recap and why you need to lock in your current pricing before the official launch.

A New Kind of Advisory Experience

During the live session, Mike walked through the philosophy that built the Clear Path to Cash system:

“Real advisory work starts where the numbers stop.”

The new app is designed to help advisors connect the math to the moment, turning numbers into conversations that create measurable change. With built-in coaching tools, AI-driven analysis, and a complete library of advisory techniques, Version 2 gives you everything you need to:

Diagnose business health instantly
Find hidden cash in minutes
Forecast cash flow with clarity
Guide clients toward smarter, more confident decisions
Track actions and measure results over time

This is not a spreadsheet upgrade. It’s a total transformation in how you work with clients.

What’s New in Version 2

Version 2 isn’t just faster or prettier, it’s smarter. Here’s what’s inside:

✅ AI Data Parsing: Copy and paste financials directly from QuickBooks, PDFs, or spreadsheets and watch the system analyze and sort everything for you.
✅ Guided Conversations: Step-by-step prompts help you uncover the “burning issue” behind your client’s financial challenges.
✅ Valuation Tools: Instantly show clients how today’s changes can increase their company’s worth.
✅ Debt Optimizer: Build custom payoff plans that fit their goals and cash flow.
✅ Action Log and Smart Feedback: Track what you did, what it achieved, and connect every action to measurable results.

This version was built for real advisory work, the kind that keeps clients for life because they see and feel the value you bring.

Why Advisors Are Calling It a Game Changer

The demo wasn’t just about features. It was about impact.
Advisors saw how quickly they could show a client exactly where money is leaking out of their business and how to fix it. One participant said it best:

“You’re not just showing them reports, you’re showing them results.”

From live cash flow diagnostics to valuation growth forecasting, every function in the app reinforces one thing: your expertise is the differentiator.

The Countdown Is On

When Version 2 officially launches, pricing will increase.

If you’ve been thinking about joining the Clear Path to Cash community, now is the time. All current members, and anyone who signs up before launch, will be grandfathered in at the current rate for life.

Once the new version goes public, new subscribers will pay the updated rate.

👉 Lock in your rate now before the countdown ends.