For financial consultants and interim CFOs advising mid-market SMBs. Your advice, our engine: live cash data, budget vs. actuals and simulations, ready for the next client meeting.
Every engagement has its own spreadsheet, with its own tabs and formulas. Only you understand it, so everything stays on your plate and nothing is transferable.
Requesting exports, retyping numbers, reconciling versions. Hours that go into gathering data instead of the advice your client pays you for.
Between two client visits, reality keeps moving. By the next meeting your forecast describes last month, not the one ahead.
Cashplannr is the engine under your FP&A service. You own the advice, the platform keeps the numbers current.
Multi-account workspace for partners: switch between client accounts without logging in again. Every client gets their own environment, you keep the overview.
Accounting and bank connected. Bank balance, outstanding invoices and commitments flow in automatically. Nobody retypes numbers anymore, not even your client's bookkeeping team.
Put the budget you agreed with your client as a target line on the real cash curve. The gap between the two answers the advisory question: what do we still need to do to hit the goal?
What if the biggest customer pays 60 days later? A simulation on expected reality. What if we aim for 20% lower costs? A budget scenario on the target. Both per client, side by side on the curve.
Import an Excel budget and have the categories mapped. Raise all payroll costs by 5% from Q3. Create a pessimistic variant. You validate, Cassy executes.
Link your client's accounting and bank. From then on every number is live instead of last week's export.
Load the budget you agreed with your client and lay it as a target line on the real cash curve. Variants become budget scenarios.
Every quarter, a conversation about what still needs to happen to hit the goal, instead of a report about the past.