For SMB owners who use QuickBooks. Connect in 60 seconds — get AI-powered forecasts, weekly reports, and overdue alerts. Like a part-time CFO for $29/mo.
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You're billing clients. Work is coming in. But your bank account tells a different story. This is why.
One month you're turning away work. The next, your pipeline is dry. You can't confidently hire, invest, or plan when revenue swings 40–60% month-to-month.
You delivered work last week, but the invoice won't clear for 30–60 days. Payroll is Thursday. That gap kills your confidence when making any financial decision.
A growth opportunity appears — new hire, new equipment, bigger location. But you can't tell if acting now will leave you short next month when bills come due.
Two big clients pay late the same month. Your bank account dips. You hold your breath wondering if you'll cover payroll. This shouldn't be a surprise two weeks in.
Slow seasons hit every year. You know they're coming, but you don't have a clear view of how much cash you need to reserve to get through them without stress.
Financial data scattered across QuickBooks, invoices, and spreadsheets. You patch together a rough forecast monthly. It's exhausting, time-consuming, and usually wrong.
Your accountant sends a report once a month. Your bookkeeper just records what happened. CashScope tells you what it means — and what to do next.
Every Friday, CashScope reads your books and writes a plain-English summary: what changed, why it matters, and what needs your attention this week. No deciphering required.
Connect QuickBooks or Xero in under 5 minutes. No consultants, no data exports, no configuration. Your first report lands in your inbox the next Friday — automatically.
Dashboards show you the past. CashScope tells you what to do about the future: collect this invoice, watch this expense, extend this runway. Actual advice, not colorful graphs.
Link QuickBooks Online or Xero with one OAuth click. CashScope syncs your accounts, transactions, invoices, and cash balances automatically — no manual exports, ever.
Every Friday morning, our AI reads your latest financial data — cash position, burn rate, overdue receivables, upcoming payables — and synthesizes it into a coherent, actionable picture.
You get a narrative report in your inbox: what's changed since last week, what's at risk, and 2–3 concrete actions to take before next Friday. Like a CFO who works for you part-time.
Built for the small business owner who's tired of guessing whether cash will cover next month's expenses.
"We went from panicking about payroll to confidently hiring. CashScope shows us exactly where our cash will be in 90 days. That's the clarity we needed to grow."
"The variance analysis caught a $12K overspend before it became a problem. Now I make bigger business decisions because I can see the cash runway months out. This pays for itself immediately."
"I used to dread the 'can we make payroll?' question every time a client paid late. Now I have the answer two months before I need it. Every small business owner should have this."
See exactly what the dashboard looks like — no signup, no credit card.
CashScope models your cash flow across three scenarios for the next 30, 60, and 90 days. Stop reacting to your bank balance — start anticipating it weeks in advance.
Create monthly budgets by category in minutes — no accounting degree required. See exactly where you're running over or under, updated automatically as your books sync.
When something's off budget, CashScope's AI reads the underlying transactions and tells you exactly why in plain English. No manual digging through dozens of line items.
Want to see it in action?
Try the full dashboard with realistic sample data for a roofing & HVAC company. No signup required.
No credit card. No signup required. Just connect QuickBooks and we'll email you a plain-English AI cash flow report every Friday — automatically.
Get My Free Cash Flow Report →We sync read-only. Your data stays yours.
Simple monthly pricing. No setup fees. Cancel anytime.
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Not ready to sign up? Try the dashboard with sample data first — it takes 5 seconds.
Connect QuickBooks in 30 seconds. AI-powered forecasts, weekly reports, and variance analysis — delivered to your inbox every Friday.
✓ No credit card · 14-day free trial · Cancel anytime
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