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Best Cash Flow Forecasting Tools for Agencies and Services Firms to Buy 2026 | Top 9 Picks

Albert Richer
Curated by :
Albert Richer
Updated Feb 2, 2026

This page fits into a bigger category — view our full Cash Flow Forecasting & Budgeting Tools listings.

Cash Flow Forecasting Tools for Agencies and Services Firms
Albert Richer

Finding the Right Fit: A Data-Driven Look at Cash Flow Forecasting Tools for Agencies and Service Firms Market research shows that when it comes to cash flow forecasting tools, agencies and service firms often find themselves overwhelmed by options that promise the moon but deliver… well, not much. Analysis of thousands of customer reviews indicates that tools like Float and Futrli consistently score well in user satisfaction, particularly for their intuitive interfaces and robust integration capabilities with existing accounting software. Users often report that these tools simplify the forecasting process, making it easier to visualize cash flow trends without needing a degree in finance. On the flip side, while some products tout flashy features, reviews suggest they may be more marketing hype than practical utility. For instance, many users of a popular tool claimed that its extensive customization options were more confusing than helpful—so much for “user-friendly.” Why does everyone think you need to spend $$$ for something that could just as easily be done with a pen and paper? Industry reports show that firms on a tighter budget might benefit from tools like PlanGuru, which offers solid functionality at a lower price point, making it a favorite among smaller agencies. Finding the Right Fit: A Data-Driven Look at Cash Flow Forecasting Tools for Agencies and Service Firms Market research shows that when it comes to cash flow forecasting tools, agencies and service firms often find themselves overwhelmed by options that promise the moon but deliver… well, not much.

Similar Categories
1
Expert Score
9.8 / 10
718
168
AGENCY OPTIMIZED
USER-FRIENDLY DESIGN
1
Cash Flow Frog
9.8

Cash Flow Frog

Cash Flow Frog
View Website
Cash Flow Frog is a dedicated cash flow forecasting tool specifically designed for agencies and service firms. It provides simple yet powerful forecasting and scenario planning capabilities, enabling firms to predict cash flow trends and make informed decisions.
Cash Flow Frog is a dedicated cash flow forecasting tool specifically designed for agencies and service firms. It provides simple yet powerful forecasting and scenario planning capabilities, enabling firms to predict cash flow trends and make informed decisions.
AGENCY OPTIMIZED
USER-FRIENDLY DESIGN

Best for teams that are

  • Small agencies and freelancers needing immediate, simple cash flow visibility
  • Users who want to plan scenarios like hiring without complex spreadsheets
  • Businesses needing VAT/GST forecasting alongside operational cash flow

Skip if

  • Large enterprises or finance teams requiring complex custom financial modeling
  • Businesses needing deep 3-statement financial analysis beyond operational cash flow
  • Users requiring advanced consolidation of many complex entities

Expert Take

Our analysis shows Cash Flow Frog excels at making financial forecasting accessible to non-experts. Research indicates it strips away the complexity of spreadsheets by automating data syncs from QuickBooks and Xero, allowing business owners to visualize cash runways instantly. While it lacks the deep custom formula capabilities of enterprise tools, its intuitive scenario planning and VAT/GST features make it a standout value for SMBs.

Pros

  • Seamless QuickBooks & Xero sync
  • Affordable pricing vs competitors
  • Intuitive what-if scenario planning
  • Automated VAT/GST forecasting
  • Multi-entity consolidation support

Cons

  • Limited custom modeling capabilities
  • Inconsistent support response times
  • AI may override manual dates
  • Basic Excel upload functionality
  • Not for complex finance teams
2
Expert Score
9.8 / 10
636
92
2
CCH Tagetik Cash Flow Planning
9.8

CCH Tagetik Cash Flow Planning

CCH Tagetik Cash Flow Planning
View Website
CCH Tagetik is a robust cash flow forecasting tool designed specifically for agencies and service firms. It provides real-time analysis of the impact of business changes on cash flow forecasts, enhancing visibility into net financial positions and facilitating informed decision-making.
CCH Tagetik is a robust cash flow forecasting tool designed specifically for agencies and service firms. It provides real-time analysis of the impact of business changes on cash flow forecasts, enhancing visibility into net financial positions and facilitating informed decision-making.

Best for teams that are

  • Large enterprises requiring complex financial consolidation and regulatory reporting
  • CFO offices needing a unified platform for CPM, ESG, and detailed cash planning
  • Companies needing to comply with complex standards like IFRS and GAAP

Skip if

  • Small to mid-sized businesses with straightforward forecasting needs
  • Teams without dedicated finance resources to manage a complex CPM platform
  • Users looking for a quick-setup tool for operational cash flow

Expert Take

Our analysis shows that CCH Tagetik distinguishes itself by using true double-entry accounting logic to derive cash flow directly from the P&L and Balance Sheet, ensuring mathematical integrity that simple forecasting tools lack. Research indicates its native integration with SAP HANA allows for real-time processing of granular data without replication, making it a powerhouse for large enterprises. Furthermore, its AirCyber Gold certification demonstrates a level of security maturity that exceeds standard industry compliance.

Pros

  • Automated double-entry cash flow logic
  • Native SAP HANA integration
  • AirCyber Gold security certification
  • Strong Excel add-in for users
  • Handles complex multi-GAAP consolidation

Cons

  • Steep learning curve for admins
  • High implementation cost & complexity
  • Performance lags with massive data
  • Requires specialized consultants
  • Opaque enterprise pricing model
3
Expert Score
9.7 / 10
579
93
3
Float Cash Flow Forecasting
9.7

Float Cash Flow Forecasting

Float Cash Flow Forecasting
View Website
Float is an award-winning cash flow forecasting software specifically designed for agencies and service firms. It provides real-time forecasts by syncing with popular accounting software such as Xero, QuickBooks, and FreeAgent, enabling industry professionals to plan and manage finances more efficiently.
Float is an award-winning cash flow forecasting software specifically designed for agencies and service firms. It provides real-time forecasts by syncing with popular accounting software such as Xero, QuickBooks, and FreeAgent, enabling industry professionals to plan and manage finances more efficiently.

Best for teams that are

  • Agencies and service firms needing granular daily or weekly operational cash management
  • Businesses that live and die by the timing of specific invoice payments and bills
  • Users who prefer the direct method of forecasting using actual due dates

Skip if

  • Companies looking for long-term strategic 3-way forecasting (indirect method)
  • Large enterprises needing complex treasury management or multi-currency consolidations
  • Users who want to forecast based on P&L budgets rather than actual cash data

Expert Take

Our analysis shows Float excels at demystifying cash flow for business owners by transforming dry accounting data into visual, actionable insights. Research indicates its real-time synchronization with Xero, QuickBooks, and FreeAgent eliminates the manual drudgery of spreadsheet updates. Based on documented features, the ability to layer 'what-if' scenarios allows businesses to stress-test decisions like hiring or inventory purchases with confidence.

Pros

  • Real-time sync with Xero, QBO, FreeAgent
  • Visual 'what-if' scenario planning
  • Intuitive, drag-and-drop interface
  • SOC 2 Type 2 and GDPR compliant
  • Automated daily import of bills/invoices

Cons

  • No native mobile app available
  • Limited reporting customization options
  • Only integrates with 3 accounting platforms
  • Can be expensive for very small teams
  • No native support for desktop accounting tools
4
Expert Score
9.4 / 10
614
148
SEAMLESS INTEGRATIONS
BUDGET-FRIENDLY
4
Fathom Cash Flow Forecasting
9.4

Fathom Cash Flow Forecasting

Fathom Cash Flow Forecasting
View Website
Fathom is a three-way cash flow forecasting software that integrates seamlessly with QuickBooks, Xero, MYOB & Excel to provide agencies and service firms with accurate, quick, and visually appealing cash flow forecasts. It addresses the need for real-time financial data visualization and management, vital for decision-making and strategic planning in the service industry.
Fathom is a three-way cash flow forecasting software that integrates seamlessly with QuickBooks, Xero, MYOB & Excel to provide agencies and service firms with accurate, quick, and visually appealing cash flow forecasts. It addresses the need for real-time financial data visualization and management, vital for decision-making and strategic planning in the service industry.
SEAMLESS INTEGRATIONS
BUDGET-FRIENDLY

Best for teams that are

  • Advisors and SMBs needing visual management reports and 3-way financial modeling
  • Businesses focused on long-term strategic planning rather than daily cash management
  • Users who prefer the indirect method of forecasting based on P&L and Balance Sheet

Skip if

  • Businesses requiring daily or weekly granular cash flow tracking
  • Users needing a standalone cash tool without deep accounting integration
  • Companies looking for direct method forecasting based on specific transaction dates

Expert Take

Our analysis shows Fathom stands out for its ability to combine robust three-way forecasting with visually stunning management reporting in a single platform. Research indicates it is particularly strong for accounting firms managing multiple entities, offering consolidation for up to 300 companies. While it lacks the daily granularity of some cash-focused tools, its SOC 2 Type 2 security and seamless integrations make it a trusted choice for strategic monthly and quarterly planning.

Pros

  • Powerful three-way cash flow forecasting
  • Visual-first reporting and dashboards
  • Seamless Xero and QuickBooks integration
  • SOC 2 Type 2 and ISO 27001 certified
  • Unlimited scenario planning and micro-forecasts

Cons

  • No daily or weekly forecasting granularity
  • Limited handling of complex accruals
  • No native ground-up budget builder
  • Fewer non-financial integrations than competitors
  • Learning curve for initial setup
5
Expert Score
9.4 / 10
698
169
PREDICTIVE PRECISION
CUSTOM DASHBOARDS
5
CashFlowTool
9.4

CashFlowTool

CashFlowTool
View Website
CashFlowTool is a cash flow forecasting solution specifically designed for agencies and service firms. It integrates seamlessly with QuickBooks, providing real-time financial insights for better decision making. With predictive analytics, it can anticipate potential cash shortfalls and surpluses, allowing businesses to plan effectively.
CashFlowTool is a cash flow forecasting solution specifically designed for agencies and service firms. It integrates seamlessly with QuickBooks, providing real-time financial insights for better decision making. With predictive analytics, it can anticipate potential cash shortfalls and surpluses, allowing businesses to plan effectively.
PREDICTIVE PRECISION
CUSTOM DASHBOARDS

Best for teams that are

  • Small business owners wanting a simple visual calendar view of upcoming cash needs
  • Accountants monitoring multiple small clients for cash flow anomalies
  • Users needing automated alerts for unexpected bills or late payments

Skip if

  • Mid-market companies requiring complex multi-entity consolidations
  • Users needing long-range strategic planning beyond short-term operations
  • Businesses that do not use QuickBooks (limited integration options)

Expert Take

CashFlowTool is a game-changer for agencies and service firms. It takes the guesswork out of cash flow management by offering real-time data and predictive analytics. This means no more surprises, only informed decisions. Plus, it's easy to use and integrates with QuickBooks, which is a big plus for businesses already using that platform. It's a fantastic tool for any firm that wants to take control of its financial future.

Pros

  • Real-time financial insights
  • QuickBooks integration
  • Predictive analytics
  • Cash flow forecasting
  • User-friendly interface

Cons

  • Free version has limited features
  • May require some financial knowledge to fully utilize
6
Expert Score
9.4 / 10
725
109
COMPREHENSIVE REPORTS
6
GTreasury Cash Flow Forecasting
9.4

GTreasury Cash Flow Forecasting

GTreasury Cash Flow Forecasting
View Website
GTreasury's cash forecasting software is an advanced tool designed specifically for agencies and service firms. It enables treasury teams to leverage real-time data from banks and ERP systems to create accurate cash flow forecasts. This addresses the industry's need for real-time financial insight, helping businesses make informed decisions and optimise their cash flow.
GTreasury's cash forecasting software is an advanced tool designed specifically for agencies and service firms. It enables treasury teams to leverage real-time data from banks and ERP systems to create accurate cash flow forecasts. This addresses the industry's need for real-time financial insight, helping businesses make informed decisions and optimise their cash flow.
COMPREHENSIVE REPORTS

Best for teams that are

  • Enterprise treasury teams managing global liquidity and complex bank relationships
  • Companies needing centralized visibility across multiple banks and currencies
  • Organizations requiring automated data consolidation from various ERPs and banks

Skip if

  • Small businesses or agencies with simple banking structures
  • Users seeking a simple plug-and-play tool without implementation overhead
  • Teams not needing advanced treasury functions like FX or risk management

Expert Take

Our analysis shows GTreasury stands out for its 'ClearConnect' ecosystem, which provides documented connectivity to over 13,000 banks and major ERPs like SAP and Oracle. Research indicates the platform's modular design allows companies to adopt specific capabilities like the AI-driven 'GSmart' forecasting without overcommitting to a monolithic system. Based on documented security features, including ISO 42001 AI governance, it offers a highly secure environment for sensitive financial data.

Pros

  • Modular platform reduces unnecessary costs
  • AI improves forecast accuracy by 30%
  • Connects to 13,000+ global banks
  • ISO 42001 & SOC 2 certified
  • Excel-like interface eases adoption

Cons

  • Reporting module lacks ease of use
  • No public pricing transparency
  • Lower compliance ratings vs competitors
  • Forecasting module may need refinement
  • Implementation can be complex
7
Expert Score
9.1 / 10
392
165
HIGH SATISFACTION
7
Xero Cash Flow Forecasting
9.1

Xero Cash Flow Forecasting

Xero Cash Flow Forecasting
View Website
Xero's Cash Flow Forecasting software is uniquely tailored for small business agencies and service firms. It allows users to predict future cash positions, keep track of due payments, and make well-informed decisions, all crucial needs in this industry. The software provides a simple yet comprehensive overview of an agency's financial status, ensuring businesses can plan effectively and never miss a payment.
Xero's Cash Flow Forecasting software is uniquely tailored for small business agencies and service firms. It allows users to predict future cash positions, keep track of due payments, and make well-informed decisions, all crucial needs in this industry. The software provides a simple yet comprehensive overview of an agency's financial status, ensuring businesses can plan effectively and never miss a payment.
HIGH SATISFACTION

Best for teams that are

  • Existing Xero users needing a quick, basic check of short-term cash health
  • Very small businesses with simple finances and no budget for external tools
  • Users needing a simple 7 to 30-day view of projected bank balances

Skip if

  • Businesses needing forecasts beyond 90 days or complex scenario modeling
  • Companies not using Xero as their primary accounting platform
  • Users requiring detailed manipulation of future recurring transactions

Expert Take

Our analysis shows that Xero Cash Flow Forecasting effectively democratizes financial insight by embedding AI-driven predictions directly into the general ledger. Research indicates that while it lacks the long-term horizon of dedicated FP&A tools, its ability to auto-generate 90-day projections from live data makes it an invaluable operational tool for immediate liquidity management. It removes the friction of third-party integrations for small businesses needing quick, reliable visibility.

Pros

  • Native integration with Xero ledger
  • Free version available (7/30 days)
  • AI predicts recurring bills automatically
  • Visual dashboard for trends
  • Scenario planning with manual adjustments

Cons

  • Maximum 90-day forecast horizon
  • No long-term (1-5 year) planning
  • Support is email-only (no phone)
  • AI assumes on-time payments
  • Limited customization compared to apps
8
Expert Score
8.9 / 10
395
36
SCENARIO PLANNING
AI ENHANCED
8
Jirav FP&A Software
8.9

Jirav FP&A Software

Jirav FP&A Software
View Website
Jirav is a robust financial planning and analysis solution tailored for accounting firms and SMBs in the service industry. Its all-in-one design combines forecasting, budgeting, and modeling, addressing the unique need for efficient financial management and future planning in this sector.
Jirav is a robust financial planning and analysis solution tailored for accounting firms and SMBs in the service industry. Its all-in-one design combines forecasting, budgeting, and modeling, addressing the unique need for efficient financial management and future planning in this sector.
SCENARIO PLANNING
AI ENHANCED

Best for teams that are

  • Growth-stage or VC-backed companies needing driver-based financial modeling
  • Accounting firms offering fractional CFO or complex advisory services
  • Teams needing to forecast workforce planning and complex revenue drivers

Skip if

  • Small businesses unable to justify a $10,000+ annual starting price
  • Users looking for a simple short-term cash flow tracker without full FP&A
  • Companies with very simple revenue models that don't require driver-based planning

Expert Take

Our analysis shows Jirav effectively bridges the gap between spreadsheet chaos and enterprise ERPs by offering true driver-based modeling and 3-way financial statements at a transparent price point. Research indicates its exclusive partnership with CPA.com validates its reliability for accounting firms and SMBs. While it has limitations in multi-GL consolidation, its 'Success Safari' onboarding and robust integrations make it a standout choice for growing companies seeking speed and structure.

Pros

  • Automated 3-way financial statements
  • Transparent pricing ($10k/$15k tiers)
  • Preferred partner of CPA.com
  • Fast implementation (weeks vs months)
  • Driver-based forecasting capabilities

Cons

  • Single GL connection per account
  • Performance lags with large datasets
  • High entry price for small startups
  • Learning curve for driver logic
  • Limited multi-entity consolidation
9
Expert Score
8.8 / 10
534
92
REAL-TIME INSIGHTS
MULTI-CURRENCY SUPPORT
9
NetSuite Financial Forecasting
8.8

NetSuite Financial Forecasting

NetSuite Financial Forecasting
View Website
NetSuite's Financial Forecasting provides a comprehensive suite of tools specifically tailored for agencies and services firms. By leveraging automation and AI, it streamlines and simplifies the complex task of cash flow forecasting and budgeting, enabling these firms to make data-driven business decisions with ease.
NetSuite's Financial Forecasting provides a comprehensive suite of tools specifically tailored for agencies and services firms. By leveraging automation and AI, it streamlines and simplifies the complex task of cash flow forecasting and budgeting, enabling these firms to make data-driven business decisions with ease.
REAL-TIME INSIGHTS
MULTI-CURRENCY SUPPORT

Best for teams that are

  • Mid-market to enterprise companies already using NetSuite ERP
  • Complex organizations managing multiple subsidiaries, currencies, or global operations
  • Finance teams needing forecasts fully integrated with their ERP data

Skip if

  • Small businesses or startups that do not use NetSuite
  • Users seeking a lightweight, standalone tool for quick cash flow checks
  • Companies with limited budgets for implementation and training

Expert Take

NetSuite's Financial Forecasting stands out for its ability to automate and simplify a typically complex and time-consuming process. The tool's built-in automation and AI capabilities make it a powerful asset for agencies and services firms, allowing them to generate accurate financial forecasts with minimal effort. Plus, its easy integration and 24/7 support makes it a reliable choice for industry professionals.

Pros

  • Built-in automation
  • AI capabilities
  • Industry-specific features
  • Easy integration
  • 24/7 support

Cons

  • May require technical know-how
  • Pricing may be high for smaller firms

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Cash Flow Frog
No Yes Yes - 7 days No No Yes Not specified QuickBooks, Xero No $49/month
2 CCH Tagetik Cash Flow Planning
No No Contact for trial No Enterprise API only Email/Ticket only ISO 27001 ERP systems Yes Contact for pricing
3 Float Cash Flow Forecasting
No No Yes - 14 days Yes No Yes Not specified Xero, QuickBooks, FreeAgent No $59/month
4 Fathom Cash Flow Forecasting
Web-only No Yes - 14 days Yes No Yes Not specified QuickBooks, Xero, MYOB, Excel No $49/month
5 CashFlowTool
No Freemium Yes - 30 days No No Yes Not specified QuickBooks No $49/month
6 GTreasury Cash Flow Forecasting
Web-only No Contact for trial No Enterprise API only No Not specified ERP systems, Bank data Not specified Contact for pricing
7 Xero Cash Flow Forecasting
Yes Yes Yes - 30 days Yes Yes Email/Ticket only Not specified Xero ecosystem Yes $11/month
8 Jirav FP&A Software
No No Yes - 14 days No No Email/Ticket only Not specified Xero, QuickBooks, NetSuite Yes $99/month
9 NetSuite Financial Forecasting
Yes No Contact for trial No Enterprise API only Yes SOC 2 NetSuite ecosystem Yes Contact for pricing
1

Cash Flow Frog

Has Mobile App
No
Has Free Plan
Yes
Has Free Trial
Yes - 7 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Xero
Supports SSO
No
Starting Price
$49/month
2

CCH Tagetik Cash Flow Planning

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
ERP systems
Supports SSO
Yes
Starting Price
Contact for pricing
3

Float Cash Flow Forecasting

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Xero, QuickBooks, FreeAgent
Supports SSO
No
Starting Price
$59/month
4

Fathom Cash Flow Forecasting

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Xero, MYOB, Excel
Supports SSO
No
Starting Price
$49/month
5

CashFlowTool

Has Mobile App
No
Has Free Plan
Freemium
Has Free Trial
Yes - 30 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks
Supports SSO
No
Starting Price
$49/month
6

GTreasury Cash Flow Forecasting

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
No
SOC 2 or ISO Certified
Not specified
Popular Integrations
ERP systems, Bank data
Supports SSO
Not specified
Starting Price
Contact for pricing
7

Xero Cash Flow Forecasting

Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Xero ecosystem
Supports SSO
Yes
Starting Price
$11/month
8

Jirav FP&A Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Xero, QuickBooks, NetSuite
Supports SSO
Yes
Starting Price
$99/month
9

NetSuite Financial Forecasting

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
NetSuite ecosystem
Supports SSO
Yes
Starting Price
Contact for pricing

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How We Rank Products

Our Evaluation Process

The selection and ranking of cash flow forecasting tools for agencies and services firms were driven by a comprehensive evaluation of key factors such as specifications, features, customer reviews, ratings, and overall value. Specific considerations included the software's ability to integrate with existing accounting systems, ease of use, customization options, and the depth of financial reporting capabilities, which are particularly important for agencies managing multiple clients and projects. The research methodology focused on analyzing product specifications, synthesizing customer feedback from various platforms, and evaluating price-to-value ratios to ensure a balanced comparison across the nine products assessed. Rankings were determined by careful comparison of the available data, allowing for a nuanced understanding of each tool's strengths and weaknesses within this specialized category.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of features designed for cash flow management in agencies and service firms.
  • Rankings based on an analysis of industry reviews, expert ratings, and user feedback specific to cash flow forecasting tools.
  • Selection criteria focus on essential functionalities, integration capabilities, and user satisfaction metrics relevant to agencies and services firms.
How We Evaluate Products

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Score Breakdown

0.0 / 10

What This Award Means