Cashboard

Founded by Julian Rowlands in 2021

Connect financial data to AI models using standardized metrics and granular access controls

Pricing model

Free Tier, Paid

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Cashboard to connect your financial data, metric definitions, and permissions directly to AI assistants like Claude and ChatGPT. It acts as a semantic layer for finance, unifying information across systems like NetSuite, ADP, Stripe, and Salesforce. The software standardizes calculations for recurring metrics such as ARR, auto-maps vendor categories, and enforces row- and column-level access controls so sensitive payroll or revenue details remain protected. Finance teams can also run automated reporting workflows or pull live numbers straight into Microsoft Excel.

What Cashboard does

Build standardized metric definitions for financial reportsConnect accounting and payroll records to AI toolsRestrict access to confidential rows and columns in datasetsMap vendor and expense categories automaticallyRefresh financial models in Excel with live system dataGenerate governed performance dashboards for company leadersModel Context Protocol integration to safely connect data to Claude and ChatGPTRow- and column-level permission enforcement across all connected data sourcesAutomated vendor, department, and P&L category mappingData integration support for more than 900 business applicationsExcel add-in to pull live mapped financial figures into modelsCentralized data dictionary defining approved metric logicSelf-serve executive dashboards that mirror permissions

Pricing breakdown

Pricing model: Free tier, Paid

PlanList price

FreeFree

Pro$9 / mo

Business$19 / mo

Frequently asked

Amazon QuickSight Claude

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