Cashplannr connects directly to your accounting, bank and CRM.

No CSV imports, no copy-paste. We connect through the official API of each vendor. One click, OAuth login, and your cashflow goes live.

Accounting software

We pull in your general ledger, open AP/AR invoices and bookings directly.

For teams without a classic accounting suite: bank and invoice data come from your invoicing tool.

Pipeline data enriches your forecast with expected cash from deals still to be won.

Direct PSD2 connection with 1,500+ European banks. Balances and transactions live in Cashplannr.

Not finding what you need?

We keep adding integrations. Tell us which tool you use and we'll look at it together.