Other integrations Accounting software

Cashplannr × Yuki

Live cashflow from your Yuki administration.

What does this integration do?

Cashplannr connects to Yuki via the official API. We pull in your general ledger, open invoices and bank transactions so your cash position always matches what your accountant sees in Yuki — but looking forward.

What data do we sync?

General ledger

Bookings and account history from Yuki. Cassy (our AI) recognizes patterns for the forecast.

AP / AR

Open AR/AP invoices with due dates, automatically folded into your cash-in / cash-out calendar.

Bank

Bank transactions via Yuki's bank feed. One source, no duplicate PSD2 flow.

Multi-entity

Your accountant manages several administrations in Yuki? Cashplannr consolidates them.

What do you get?

Single source of truth

Your accountant sees the same picture as you. No more parallel Excels, no more disputes.

Forecast on real data

No fixed percentages. The forecast starts from your actual Yuki bookings.

Alerts before the pain

We spot a buffer issue 3-6 months before it shows up on your bank account.

How to connect?

01

Start the connection

In Cashplannr click 'Connect Yuki'. We redirect you to the Yuki authorization page.

02

Grant access

Log into Yuki and grant Cashplannr read access to the administration(s) you want to connect.

03

Continuous sync

Initial sync loads your history. After that Cashplannr runs live on your Yuki data.

Secure & GDPR-compliant

Read-only

We don't write back. Yuki remains the source of truth for your accounting.

OAuth via Yuki

Access via Yuki's own authorization. Revocable any time from your Yuki portal.

GDPR & EU

Data within the EU, GDPR-compliant. No transfer to non-EU parties.

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