Four moments where our AI assistant takes work off your plate. The more you let Cassy do, the more insights and actions you get.
Cashplannr sends you a message. You don't need to open the system.
One message, one clear action. Plus every Monday morning, a weekly digest of what to expect this week.
Watched · buffer threshold · late payers · balance drift · credit due dates · unusual transactions
Ask in plain language. Get answers with numbers.
Connected to your accounting, bank transactions and forecast. Answers come with the underlying chart. No standalone chatbot, no yes/no without numbers.
Row-by-row suggestions. You decide.
Realistic values per line based on your history and seasonality. Click to apply everything, override one line, or ignore.
Invoices, bank transactions, spreadsheets. Interpreted automatically.
GL categorization, invoice matching and interpretation of existing Excel models. Nothing to adapt. You only see the manual reviews that are really worth your time.
Anonymized. Each of these saved someone at least one unpleasant surprise.