Currence Cash Flow Management Software
One of our many wealth planning solutions is Currence cash flow management software. It helps you break free from unconscious spending habits and create lasting wealth through intelligent cash flow optimization.
Using Currence, you will:
Break free from “lifestyle creep” by automatically capturing portions of raises and bonuses.
Replace impulse purchase habits with the satisfaction of watching your savings grow.
Our Cash Flow Framework
To help our clients implement Currence, we use a three-part cash flow framework:

Set Your Income and Expenses to Be Asynchronous
First, we set up your income reservoir where income flows in. We also remove your expenses to go to your expense account. This makes them asynchronous of each other so they can run on their own paths.

Automate 80-90% of Your Cash Flow
First, we set up your income reservoir where income flows in. We also remove your expenses to go to your expense account. This makes them asynchronous of each other so they can run on their own paths.

Use Timely Data to Adjust
Finally, we use Currence software to give us timely data in order to know how to adjust our approach. You can see whether you are above or below your target within your reservoir. This tells you whether you can make a move or not. We know whether we have free cash flow to build wealth with, or if we’re running at a deficit and need to make changes.
Cash Flow Management Software Builds Financial Freedom
Our cash flow management software helps you save an average of 29% of your income. Most importantly, you do it without feeling deprived or restricted.
True financial freedom isn’t about reaching a magic number. It’s about creating a life you don’t need a vacation from. Our cash flow management software helps you build that life through mindful money management.
You’re bombarded with ways to spend your money. “Lifestyle creep” silently erodes your earning power. Each raise brings new expenses rather than increased savings. Traditional budgeting feels restrictive and ultimately fails to address these core challenges.
You need a better approach. That’s where our cash flow management software comes in.
Revolutionizing Savings Through Advanced Cash Flow Management Software
Currence cash flow management software introduces a groundbreaking approach to managing your money.
Your income flows into a specialized “reservoir” account before reaching your checking account. This simple change makes saving automatic and painless.
Think of your reservoir as a protective filter for your wealth. Before money reaches your spending account, it passes through this digital sanctuary. Here, it’s protected from impulse purchases and unconscious spending.
You maintain complete control over your money flow. You decide exactly how much moves to your checking account each month. Your regular expenses continue unchanged while your reservoir quietly grows.
This system works because it acknowledges human psychology. Instead of fighting against your spending impulses, we redirect them. The excitement of watching your reservoir grow replaces the temporary thrill of unnecessary purchases.
The Power of the Reservoir in Cash Flow Management
Your reservoir account serves dual purposes as both safety net and opportunity fund. You set a target amount that provides peace of mind. Once reached, excess funds can flow toward investments or passive income opportunities.
Consider your reservoir as your personal wealth capture system. While others let opportunities pass by due to lack of funds, you’ll have resources ready. Our users save six times more than the national average through this approach.
The reservoir system adapts to your life circumstances. Need to adjust your monthly flow? Simply work with your strategist to modify your settings. Your financial security grows without sacrificing your quality of life.
Breaking Free from Financial Autopilot with Advanced Cash Flow Management Software
The average American spends $5,400 yearly on impulse purchases. Meanwhile, the median savings account holds just $5,300. Our cash flow management software helps you redirect those impulses toward wealth building.
We understand the psychology behind spending. Companies invest billions in triggering your desire for instant gratification. Our software doesn’t fight these urges—it redirects them toward positive financial outcomes.
The dopamine hit you once got from shopping? You’ll now experience it watching your reservoir grow. Each deposit brings you closer to your financial goals. Small victories compound into significant wealth over time.
Smart Cash Flow Management Prevents Lifestyle Creep
Here’s how it works: Say you earn an extra $1,000 monthly. You might route $300 to enhanced lifestyle choices through our system. The remaining $700 builds your reservoir automatically through our cash flow management tools.
This balanced approach prevents the common trap of expanding expenses to match increased income. You enjoy life’s pleasures while simultaneously building serious wealth. No deprivation, just intelligent money management.
Professional-Grade Cash Flow Management Software
The software seamlessly integrates with your existing financial structure. It connects with your current accounts and automates saving and spending flows while providing clear visibility into your money movement. You’ll appreciate how it facilitates collaboration with financial professionals and adapts as your financial situation evolves.
Why Choose Currence Cash Flow Management Software?
Currence was created by veteran financial advisors who understand your challenges. Over 10,000 users trust Currence with their cash flow management.
Currence provides seamless collaboration with your financial professional through a simple interface that makes saving effortless.
Our users consistently achieve six times higher average savings rates than the national average.
Your reservoir becomes the foundation for building lasting wealth. Through our system, emergency funds grow automatically while ensuring you never miss investment opportunities. You’ll be positioned to create generational wealth as passive income streams develop naturally.
Start Your Journey to Financial Freedom Today
Don’t let another day of potential savings slip away. Our cash flow management software creates the structure you need for financial success. You’ll build emergency savings without stress while capturing investment opportunities when they arise.
Most importantly, you’ll break free from paycheck-to-paycheck living. You’ll achieve financial freedom faster while developing multiple income streams.
Schedule a Discovery Call now to learn more.