Case Study: Fidalgo Coffee Roasters improves cash flow forecasting with CashFlowTool

Fidalgo Coffee Roasters - Customer Case Study

Fidalgo Coffee Roasters, based in Burlington, Washington, roasts, packages, and distributes coffee directly from its warehouse, keeping only 3–5 days of inventory to ensure freshness. For more than 20 years, the company struggled to predict cash flow accurately and needed a better way to manage future cash needs. CashFlowTool helped Fidalgo Coffee address this challenge with its cash flow management and forecasting product.

With CashFlowTool, Fidalgo Coffee connected its QuickBooks Desktop data quickly and began seeing cash flow forecasts from the start. The simple setup and built-in team collaboration made it easy to keep the whole team aligned, replacing cumbersome spreadsheets with a more reliable planning tool. As a result, Fidalgo Coffee says it can operate with greater confidence and has a much better handle on cash flow, though no specific numeric metrics were provided.

Fidalgo Coffee Roasters

David Evans

Owner & Chief Coffee Officer