Cash flow automation for your business

Have confidence in your business finances and stop guessing.

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When Reserve bucket's balance drops below 3 months of the Operating bucket's average monthly expenses.
Change income allocation to Prioritize Reserve Savings.
Send Alert for Income Allocation Change.
App screenshot

Automated Cash Flow

Streamline your cash management with powerful automation

Are you tired of spending countless hours manually managing your business cashflow? Our solution helps you automate key processes, saving you time and reducing errors.

Time-saving Automations

As you spend and receive money, automated rules will assign expenses to the correct category.

Financial Data Integrations

Import financial data from Bank Accounts, QuickBooks, Stripe, and other popular platforms with just a few clicks.

Reports and Modeling

Historical data and assumptions about the future generate financial projections and reports.

Alerts and notifications

Customizable alerts and notifications for key financial events, such as cash dipping below a certain amount.

Cash Management

Effective cash management tools for your business

Manage your cashflow with ease using our dashboard, income and expense tracking, forecasting tools, and collaboration features. Enjoy peace of mind with our secure and safe platform, and seamlessly integrate with your existing financial systems.

Real-time Dashboard

Get a quick and easy overview of your business's current cash position with our robust real-time dashboard.

Income and expense tracking

Track and manage your income and expenses with ease, and categorize transactions for better financial reporting.

Forecasting tools

Predict your future cash position and model different scenarios with our advanced forecasting tools.

Secure and safe

We keep your financial information safe and secure with encryption at rest and whenever you access your data.

Collaboration tools

Allow multiple users to access and update your cash flow data in real-time with our collaboration tools.

Integration with financial systems

Seamlessly integrate with your existing financial systems, including accounting software and bank accounts, to import data automatically.