A system that hunts for mistakes, so you avoid surprises.
One unified overview
A single dashboard displays file-quality scores, outstanding reconciliations, and overdue tasks across every client. No more hopping between spreadsheets or multiple systems—everything you need is in one place.
Check file progress on your schedule.
For every entity, CashIO tracks your chosen close frequency (e.g., 20 days past month end). If progress lags behind that schedule, you’ll receive an alert before it becomes a crisis.
Set your firm's pace.
You define each client’s close cadence—monthly, quarterly, or custom—and CashIO triggers notifications only if reconciliations or other tasks are overdue beyond your threshold, keeping noise to a minimum.
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Discover how CashIO can transform your firm’s operations and help you stay ahead of the curve.
