Dashboard
Real Time Visibility
Build a Custom Dashboard in Minutes with Flexible Charts and Tables.
Say no to endless logins and error-prone copy-pasting
Real-time liquidity tracking, all in one place
A dashboard that’s yours
Craft your cash view in minutes with powerful chart and table templates
Unlock future trends
Leverage time-series predictions with dynamic graphs for smarter decisions
Forecast
Look into the Future
Ditch Stale and Complex Spreadsheets for up toDate, Reliable & Intuitive Financial Forecasts.
Forecast vendors, tags or invoices in seconds.
Create simple one-time or recurring forecasts
Automatically update future forecasts based on recent past spend
Variance analysis at a glance
Color-coded heatmaps reveal variances, with drill-down details for swift action
Intelligent suggestions
AI-based suggestions harnessing accounting and banking data for automated forecast construction.
Sometimes, one plan isn't enough
Embrace scenario planning for diverse forecasts tailored to unique assumptions
Organize
Create Tags to OrganizeYour Cash Management
Search
Search and analyze transactions from all your banks, all in one place
Tag
Streamline your transaction management with AI-driven tagging and customizable rule engine, tailored to your business needs
Boost
Boost your forecasts, KPIs, and alerts with tags—turning raw transactions into strategic, actionable insights
Artificial Intelligence
Meet your 24/7 on-call Assistant
Transform Financial Clutter into ClarityLeverage AI to Ensure No Key Event Goes Unnoticed Turn Big Data into Your Strategic Advantage
