Cashboard

Founded by Julian Rowlands in 2021

An all-in-one cloud-based software for freelancers and small businesses to track billable time, manage projects, and automate professional invoicing and payments.

Cost

Demo

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Cashboard to automate 95% of your recurring financial planning and analysis work. It pulls data from 400+ sources including ERP, CRM, and accounting systems, maps everything with AI, and creates live dashboards without coding. The AI analyst writes detailed reports, performs variance analysis, and delivers insights automatically on your schedule. You can build custom metrics, drill down into any data point, and get root cause analysis for financial variances.

What Cashboard does

Import data from multiple financial and operational systemsMap chart of accounts across different entities automaticallyBuild interactive financial dashboards without codingSet up automated monthly and weekly reporting schedulesAnalyze profit margins by product line or locationCreate budget vs actual variance reports with explanationsMonitor cash flow and working capital metricsGenerate custom KPI tracking for specific industriesAI-powered data mapping across 400+ integrationsAutomated report writing and analysisDrag-and-drop dashboard builder with SQL optionReal-time variance analysis and root cause detectionSOC 2 compliant security controlsRow-level data access permissionsMulti-step deep-dive financial analysisCustom metrics with formula builder

Frequently asked

Google Workspace PayPal

PayPal

Microsoft Excel

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