Real-time cash intelligence

Stop guessing.
Start knowing
your cash.

CashSignal connects directly to your bank account — no bookkeeping required — and shows you your cash position today, tomorrow, and weeks ahead. With built-in solutions, not just forecasts.

🏦 Powered by Plaid
🔒 Bank-level security
No bookkeeper needed
CashSignal — Joe's Cawfee Shop
Current Balance
$5,000
Runway
0 wks
Shortfall
$1,074
Min
📤 Upcoming Payments
Road Warrior Body$755
Robertson & Assoc.$315
PG&E$86
📥 Upcoming Collections
Paulsen Medical$95
Geeta Kalapatapu$63
John Melton$45
Solution found
✓ Shortfall resolved

Other tools are broken. Here's why.

Most cash forecasting software was built for accountants, not business owners — and it relies on data that's almost never current.

📚

They require clean books

Competitors pull data from QuickBooks or Xero. But if the books aren't up to date — and they rarely are — you get a useless forecast.

CashSignal: Direct bank feed, always current
🧑‍💼

Designed for accountants, not you

Most tools are built for financial professionals — complex interfaces, jargon-heavy reports. Business owners can't use them without help.

CashSignal: Built for business owners
📉

Forecasts without solutions

Even if you can read the forecast, other tools just show you the problem. They don't help you fix it.

CashSignal: Real solutions, not just warnings

Forecast. Diagnose. Solve.

CashSignal is the only cash flow tool that connects directly to your bank and gives you actionable solutions — not just numbers.

🤔

Can I Afford This?

Plug in any upcoming expense, hire, or investment and instantly see how it affects your cash position over the next 13 weeks. Fixed or recurring. No guesswork.

New employee: $4,500/mo
Start date: May 1
You can afford it — $1,200 cushion
🏦

Live Bank Feed via Plaid

Connect your bank account in minutes. No accounting software required. Your forecast is always based on real, current transactions.

🚦

Cash Risk Score

Get an instant signal — green, amber, or red — on your cash health. Know where you stand without building a spreadsheet.

💡

Built-in Solution Options

When a shortfall is detected, CashSignal surfaces levers you can pull — delay a payment, accelerate a collection — and shows the real-time impact instantly.

📊

13-Week Rolling Forecast

See your cash flow week by week. Historical trends overlaid with forecasted runway. Simple, visual, actionable.

🔗

Optional QuickBooks Sync

On Premium and Accountant plans, connect QuickBooks Online for even more accurate forecasting — invoices, bills, and payroll included.

Up and running in under 5 minutes

1

Connect your bank

Link your business bank account securely through Plaid in just a few clicks. No accountant needed.

2

Review your forecast

CashSignal instantly builds your 13-week cash forecast from real transaction data.

3

Spot shortfalls early

See risks before they happen. Get your Cash Risk Score and understand where you're exposed.

4

Fix the problem

Use solution levers and the "Can I Afford This?" tool to make confident, informed decisions.

Plans for every business

Start free for 7 days. No credit card required. Cancel anytime.

Basic
$39
per month · billed monthly

Everything a small business needs to stay on top of cash — no bookkeeper required.

  • Live bank feed via Plaid
  • 13-week rolling cash forecast
  • Upcoming payments & collections
  • Solution levers for shortfalls
  • 1 bank account
Start Free Trial
Accountant
$149
per month · up to 10 clients

Manage and monitor all your clients' cash positions from one powerful dashboard.

  • Multi-client dashboard
  • Real-time client cash signals
  • Client-level forecasts
  • Recommendations engine
  • Cash risk scores
Start Free Trial

Business owners and accountants love CashSignal

★★★★★

"I finally stopped being surprised by low balances. CashSignal shows me exactly what's coming and tells me what to do about it. No accounting background needed."

M
Maria T.
Owner, Rosewood Catering
★★★★★

"My clients' books are almost never current. CashSignal runs off the bank feed, so I can actually give them real advice in real time — not six weeks late."

D
David K., CPA
Managing Partner, K&R Advisory
★★★★★

"The 'Can I Afford This?' feature saved me from a terrible hire at the worst time. Plugged in the salary, saw it would drain us in week 6. Waited a month. Now we're fine."

J
James L.
Founder, LiftOff Fitness

Your cash position is changing right now.
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Join thousands of business owners and accountants who use CashSignal to stay ahead of every shortfall.

Start Your Free 7-Day Trial Request a Demo