Other integrations Accounting software
Cashplannr × Winbooks
Cashflow control on your Winbooks accounting.
Cashflow control on your Winbooks accounting.
Cashplannr connects to Winbooks On Web via the official API. We pull in general ledger, AP/AR and bank entries and put your cash position + 13-week forecast live on one dashboard.
Full bookings and account structure. Pattern recognition builds on top.
Open invoices with due dates, folded into the cash-in / cash-out calendar.
Bank entries from Winbooks or via a Ponto top-up for daily balances.
Multiple Winbooks dossiers (group structures) are consolidated.
What's in Winbooks is in Cashplannr. No more parallel Excels.
Winbooks gives you the past. Cashplannr lays the future on top.
Cassy detects dips in your projected cashflow and warns before they happen.
Your accountant or fiduciary grants Cashplannr API access to your Winbooks dossier.
Pick the dossiers to sync. Read access is enough.
History loads and sync runs continuously in the background.
No writes on your Winbooks dossier. We read only.
Access via the official Winbooks API. Your fiduciary keeps control.
Belgian product, EU hosting, GDPR-compliant.
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