Cashboard

Product

Use Cases

Why Cashboard?

Demo with Founder

Book Demo

Cashboard

Product

Use Cases

Why Cashboard?

Demo with Founder

Your last
FP&A hire

Cashboard's AI analyst automates 95% of recurring FP&A work by taking your raw data and creating thoughtful, always accurate reports in seconds.

Demo with Founder

(Our founder is a 2x CFO who gets it)

Supported by leading investors in tech and finance

How Cashboard works

Leave data chores to the robots

Keep FP&A focused on strategy and let Cashboard handle the rest — from data prep to report creation, deep-dive attribution analysis, and more.

Integrate every app and spreadsheet

With 400+ integrations and counting, Cashboard automatically pulls data from every source that matters, making it your full source of truth.

Never write another VLOOKUP again, thanks to AI-powered data mapping

Cashboard’s AI-powered data dictionary keeps all your data labels matched across all your sources, making apples-to-apples comparisons a breeze.

Live, easy-to-create dashboards that replace static report packages

As new data arrives, it instantly appears in charts and dashboards that you can build in seconds — using drag-and-drop or SQL, whichever you prefer.

AI-powered insights delivered to you on autopilot

Cashboard delivers a tailored analysis following your specific instructions, giving you the insights you need on your schedule.

Deep insights? Just ask.

Cashboard goes below the surface to research the root causes behind variances and perform other multi-step analyses.

Analytics

From AI to BI, all in one place

Cashboard's all-in-one platform lets finance teams take charge of their data, no data engineering required.

Self-serve analytics

Build any table or chart with an easy-to-use, no code editor (or SQL if you prefer).

Self-serve analytics

Build any table or chart with an easy-to-use, no code editor (or SQL if you prefer).

Self-serve analytics

Build any table or chart with an easy-to-use, no code editor (or SQL if you prefer).

Custom metrics

Measure anything with sheet-style formulas or SQL-based data models.

Custom metrics

Measure anything with sheet-style formulas or SQL-based data models.

Custom metrics

Measure anything with sheet-style formulas or SQL-based data models.

Drill down on anything

Dig in without needing to jump between sources of record.

Drill down on anything

Dig in without needing to jump between sources of record.

Drill down on anything

Dig in without needing to jump between sources of record.

Advanced permissions

Control who has access to data at a dashboard, user group, or granular row level.

Advanced permissions

Control who has access to data at a dashboard, user group, or granular row level.

Advanced permissions

Control who has access to data at a dashboard, user group, or granular row level.

Security

Safe, secure, and private

Cashboard is designed to keep your most sensitive data and reports safe and secure.

SOC 2 Compliance

Cashboard regularly undergoes Service Organization Controls audits (SOC 2 Type II).

SOC 2 Compliance

Cashboard regularly undergoes Service Organization Controls audits (SOC 2 Type II).

SOC 2 Compliance

Cashboard regularly undergoes Service Organization Controls audits (SOC 2 Type II).

Admin controls

Restrict access to data at a system level, dashboard level, or database row level.

Admin controls

Restrict access to data at a system level, dashboard level, or database row level.

Admin controls

Restrict access to data at a system level, dashboard level, or database row level.

SSO support

Require logging in to Cashboard with SSO.

SSO support

Require logging in to Cashboard with SSO.

SSO support

Require logging in to Cashboard with SSO.

Use Cases

Made for complex, margin-focused businesses

Complexity shouldn't get in the way of measuring performance. Cashboard's automated workflows and 400+ integrations make it easy to get data-driven.

SaaS

Consolidate subscription, CRM, accounting, and payroll data, enabling real-time ARR and CAC reporting.

Healthcare

Consolidate KPIs, accounting, payroll, and CRM data to automate reporting across practices and clinics.

Energy & Logistics

Link operational tools and cost data to instantly generate profitability reports across facilities, routes, and crews.

Manufacturing

Unify ERP, inventory, payroll, and production data to create facility and product line-level reporting.

Private Equity Backed

Get live KPI dashboards in weeks, pulling from ERP, sales CRM, and payroll to instantly track performance.

Government Contractors

Integrate ERP, payroll, CRM, and more to instantly track KPIs across all revenue centers and cost centers.

SaaS

Consolidate subscription, CRM, accounting, and payroll data, enabling real-time ARR and CAC reporting.

SaaS

Consolidate subscription, CRM, accounting, and payroll data, enabling real-time ARR and CAC reporting.

Healthcare

Consolidate KPIs, accounting, payroll, and CRM data to automate reporting across practices and clinics.

Healthcare

Consolidate KPIs, accounting, payroll, and CRM data to automate reporting across practices and clinics.

Energy & Logistics

Link operational tools and cost data to instantly generate profitability reports across facilities, routes, and crews.

Energy & Logistics

Link operational tools and cost data to instantly generate profitability reports across facilities, routes, and crews.

Manufacturing

Unify ERP, inventory, payroll, and production data to create facility and product line-level reporting.

Manufacturing

Unify ERP, inventory, payroll, and production data to create facility and product line-level reporting.

Private Equity Backed

Get live KPI dashboards in weeks, pulling from ERP, sales CRM, and payroll to instantly track performance.

Private Equity Backed

Get live KPI dashboards in weeks, pulling from ERP, sales CRM, and payroll to instantly track performance.

Government Contractors

Integrate ERP, payroll, CRM, and more to instantly track KPIs across all revenue centers and cost centers.

Government Contractors

Integrate ERP, payroll, CRM, and more to instantly track KPIs across all revenue centers and cost centers.

SaaS

Consolidate subscription, CRM, accounting, and payroll data, enabling real-time ARR and CAC reporting.

SaaS

Consolidate subscription, CRM, accounting, and payroll data, enabling real-time ARR and CAC reporting.

Healthcare

Consolidate KPIs, accounting, payroll, and CRM data to automate reporting across practices and clinics.

Healthcare

Consolidate KPIs, accounting, payroll, and CRM data to automate reporting across practices and clinics.

Energy & Logistics

Link operational tools and cost data to instantly generate profitability reports across facilities, routes, and crews.

Energy & Logistics

Link operational tools and cost data to instantly generate profitability reports across facilities, routes, and crews.

Manufacturing

Unify ERP, inventory, payroll, and production data to create facility and product line-level reporting.

Manufacturing

Unify ERP, inventory, payroll, and production data to create facility and product line-level reporting.

Private Equity Backed

Get live KPI dashboards in weeks, pulling from ERP, sales CRM, and payroll to instantly track performance.

Private Equity Backed

Get live KPI dashboards in weeks, pulling from ERP, sales CRM, and payroll to instantly track performance.

Government Contractors

Integrate ERP, payroll, CRM, and more to instantly track KPIs across all revenue centers and cost centers.

Government Contractors

Integrate ERP, payroll, CRM, and more to instantly track KPIs across all revenue centers and cost centers.

Why Cashboard?

Save time and money with an all-in-one platform

The old way

A system that relies on too many vendors, data engineers, and year-long implementation timelines.

The Cashboard way

An all-in-one solution that doesn't require data engineers and can go live in weeks — not years.

Ready to automate 95% of your recurring FP&A work?

Demo with Founder

(Our founder is a 2x CFO who gets it)

Your last FP&A hire

Your last FP&A hire

Your last FP&A hire