GreenSherpa, Partner To Give Users Personal Cash Flow Data Management From Any Web Browser

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Companies Offer Introductory Discounts to Provide New Data Access Opportunities For Users., a leading Cloud Content Management provider, and GreenSherpa, a provider of Personal Cash Flow Management™ (PCM) solutions, today announced a partnership that gives subscribers of both services the ability to access and manage their personal financial information from anywhere via the Internet.

GreenSherpa is the first Software as a Service (SaaS) application designed specifically for a more sophisticated user—typically mid-career individuals looking for a better way to take control over their financial life. GreenSherpa’s online web application includes such powerful features as automated synchronization with bank and credit accounts, goal setting and progress tracking, and even online collaboration with other trusted individuals such as a spouse, family member or financial planner.

With the inclusion of, GreenSherpa users have even more ways to access and share important financial files. makes it simple for businesses and individuals to share, access, and manage all of their content online. With today’s partnership, Box users can connect their files directly with GreenSherpa, making data access from within GreenSherpa a one-click operation.

“ and GreenSherpa are the perfect combination for a new era in personal financial control,” said Masen Yaffee, chief executive officer of GreenSherpa. “Today’s consumers are demanding flexible Web services that make their personal lives easier. By linking these state-of-the-art tools, people have what they need to gain the power over their cash flow they’ve always wanted.”

“ gives GreenSherpa users a very simple tool to facilitate conversation and collaboration around a critical piece of their lives—their finances,” said Karen Appleton, vice president of business development for “By linking and GreenSherpa, users can bring their money managers, lawyers, and families into shared, private workspaces as needed to provide ongoing access to important documents.”

To learn more about and its subscription plans, please visit; for full information about GreenSherpa’s Personal Cash Flow Management services, go to

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Erin Lozano