5th Line Cash Flow Tool Demo | saas demo video made with ngram

About the video

This saas demo video was made with ngram to show how 5th Line's AI financial assistant, Quentin, builds a repeatable 13-week cash flow model from inside Slack. The user prompts Quentin to pull live QuickBooks Online data, set a baseline starting cash position, categorize weekly outflows, and surface risk flags such as exposure on European receivables and tight operating balances. Quentin retrieves the balance sheet, profit and loss, and accounts payable aging, then saves a structured workbook to a Google Drive folder with linked tabs for the forecast and prioritized flags. The demo continues with a follow-up adjustment, adding monthly analytics revenue and a large August receivable, which Quentin processes and re-uploads within minutes, updating the closing cash balance and flags dynamically. The result demonstrates a finance workflow where cash flow modeling, risk flagging, and spreadsheet delivery happen through conversational prompts rather than manual spreadsheet building, aimed at businesses that need an ongoing, revisable 13-week forecast.