Track client complexity & staff capacity to align pricing with effort.

Rapid bulk assignments

Assign multiple employees to clients or tasks with just a few clicks—establish clear ownership and streamline workload distribution across your firm.

See daily utilization rates for every employee and immediately reassign work to prevent bottlenecks and burnout.

CashIO continuously updates client complexity scores so you always know the right price to charge, preventing underbilling or overpromising.

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