Accounting software
We pull in your general ledger, open AP/AR invoices and bookings directly.
No CSV imports, no copy-paste. We connect through the official API of each vendor. One click, OAuth login, and your cashflow goes live.
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.
Operational systems supply orders (sales and purchase), projects and quotes. That lets us project cash-in and cash-out earlier in the cycle, before any invoice exists.
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.
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.
