Your firm's firefighting days are over. 🔥

CashIO flags reconciliation gaps, capacity bottlenecks, and cash crunches—so you catch problems before they catch you.
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Built by a team with deep FinTech experience.
Automatic file quality checks

Stop stale books in their tracks.

See every client’s file-quality score at a glance. Automatically flag missing or stale reconciliations, unreconciled balances, and overdue tasks—right when they happen. No more surprises at month-end.
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Team capacity insights

Predict & Prevent Capacity Crunches

Know who’s overloaded before deadlines slip. View each employee’s utilization by client and task in real time. Reassign work with a click so no one burns out and no client falls through the cracks.
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AI-powered workflows

Personalized dashboards for effective triage.

Tailored alerts streamline your day. Every employee sees a prioritized feed of notifications—from unresolved reconciliations to overdue accounts receivable and payable—so they always know exactly what to tackle next.
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Supercharge your advice

AI-enabled advisory means even junior employees can offer great advice.

Powerful insights

Out-of-the-box dashboards help monitor profitability, efficiency, liquidity, and leverage. Use AI-driven insights to understand these metrics, their significance, and emerging trends with just a single click.
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Sharable visualizations

Invite clients to view the metrics they care about—profitability, burn rate, liquidity ratios—through clear, interactive visuals, eliminating the need to email spreadsheets or prepare one-off reports.
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Easy deep-dives

Leverage entity-specific scorecards for file quality, business performance, and cash management—and use CashIO’s AI chat to ask targeted questions, drill into anomalies, and uncover actionable insights in real time.
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Save time and reduce errors.

Implement advanced file quality checks to swiftly identify discrepancies, allowing your team to focus on your clients.

Manage capacity and prevent burnout.

Ensure work gets done on time and employees always have the appropriate workload.

Adjust pricing the right way.

Our real-time client complexity tracker helps you charge the right amount and justify any price increases with proof.

Smarter, data-driven advisory.

Leverage CashIO’s data-driven tools to provide clients with insights that position your firm as a key advisor in their growth.

Start your 30-day free trial.

Discover how CashIO can transform your firm’s operations and help you stay ahead of the curve.
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