Aggregate client data

Sync complete general ledgers and live bank feeds from every client.

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Carbon copy of your GL, primed for AI analysis.

We meticulously duplicate the entire GL—including transactions, journal entries, invoices, and bills—to guarantee the highest level of accuracy in file-quality analysis.

Live bank feeds - skip the manual uploads.

Connect to thousands of banks across Canada and the USA. CashIO automatically performs reconciliations and notifies you if your team falls behind.
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Structure complex clients with instant org charts.

Complex clients often involve intricate structures with external shareholders, trusts, and parent/sub relationships. CashIO provides an instant org chart that visualizes these connections—showing ownership percentages, share classes, and shareholder rights.
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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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