Accounting software
We read your open customer and supplier invoices, your bank entries and your chart of accounts. For Odoo and Exact Online, your sales and purchase orders as well.
No copy-paste between tools. We connect through each vendor's API, with a secure login or an API key, and fetch your data four times a day.
We read your open customer and supplier invoices, your bank entries and your chart of accounts. For Odoo and Exact Online, your sales and purchase orders as well.
For teams that don't run an accounting suite themselves: your open invoices come from your invoicing tool and, where the tool has them, subscriptions, order forms, quotes and bank too.
Operational systems supply orders (sales and purchase), invoices and quotes. That shows cash-in and cash-out earlier in the cycle, before any invoice exists.
Open deals, sales invoices and subscriptions show which cash is still on its way.
PSD2 connection with 1,500+ European banks via Ponto. Balances and transactions straight from your bank in Cashplannr.
Using a tool we don't (yet) support out of the box? Our public REST API lets you feed Cashplannr with your own data or surface Cashplannr insights inside your own systems. Endpoints, auth and examples live in the developer docs.
See the API docs→We keep adding integrations. Tell us which tool you use and we'll look at it together.
