Supercharged advisory

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

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Analytics dashboards with actionable insights.

Track profitability, efficiency, liquidity, and leverage in real time—then let AI highlight anomalies and emerging trends so you know exactly where to focus with a single click.

Shareable KPI 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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Chat with the GL to dive deep into your data.

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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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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