AI-Powered Insights Cash Flow Forecasting Smart Invoicing

YOUR AI-POWERED CFO
FOR YOUR BUSINESS

Get CFO-level financial visibility without hiring a full-time finance team. AI-powered cash flow forecasting, anomaly detection, and smart invoicing.

No credit card required · Free for 14 days · Cancel anytime

98% ACCURACY

AI categorizes every transaction automatically, eliminating manual data entry.

Total balance

$87,200

+ $4,320 · 5.2% this month

ANOMALY ALERTS

Get alerted to unusual spending before it becomes costly.

Duplicate charge detected
Spending 23% above avg

AI CFO

Ask anything

What's my runway?
~7 months at current burn rate

Trusted by 500+ SaaS companies worldwide

StreamStack
DataPulse
NovaCRM
CloudOps
FinTrack
ScaleUp

500+

SaaS Companies

$2.4B

Transactions Processed

98%

Categorization Accuracy

12hrs

Saved/Month Avg.

Everything your finances need, powered by AI

From intelligent categorization to predictive forecasting, CASSAFLOW handles it all.

AI Transaction Categorization

Automatically categorize every transaction with 98% accuracy. Machine learning that improves with your data.

Cash Flow Forecasting

Predict future cash positions with AI-driven models. Plan ahead with confidence and never be caught off guard.

Anomaly Detection

Get alerted to unusual spending, duplicate charges, and unexpected patterns before they become costly mistakes.

Smart Invoicing

Create, send, and track invoices with automated payment reminders. Know who owes you and when they'll pay.

Financial Health Score

A single metric that captures your company's financial well-being. Track improvement over time with actionable tips.

AI CFO Assistant

Ask questions in plain English and get data-driven financial insights. Like having a CFO on call 24/7.

Meet Your AI CFO

Ask financial questions in plain English. Get instant, data-driven answers.

CASSAFLOW AI CFO

Always online

What's my cash runway?

Based on your current burn rate of $12,400/mo and cash balance of $87,200, you have approximately 7 months of runway.

Which clients are paying late?

3 clients are in the 'Late' tier: Acme Corp (avg 18 days late), Beta Inc (12 days late)...

Your AI CFO can help you:

  • Analyze cash runway and burn rate trends
  • Track client payment behavior and flag late payers
  • Monitor progress toward revenue goals
  • Forecast future expenses and revenue
  • Generate board-ready financial reports
  • Answer ad-hoc financial questions instantly

Up and running in 3 simple steps

No complex setup. No IT team needed. Get started in minutes.

1

Upload

Connect your bank or upload CSV, PDF, OFX, or QIF statements

2

Analyze

AI categorizes transactions, detects patterns, forecasts cash flow

3

Decide

Get actionable insights, CFO-grade reports, and scenario planning

Simple, transparent pricing

Choose the plan that fits your business. Scale up anytime.

Monthly Annual Save 20%

Starter

For early-stage SaaS

$24.99 /month
  • 1 workspace
  • Up to 500 transactions/mo
  • AI categorization
  • Basic cash flow reports
  • AI CFO Assistant
  • Anomaly detection
Get Started
Most Popular

Professional

For growing SaaS teams

$99 /month

14-Day Free Trial — No credit card required

  • Up to 5 workspaces
  • Unlimited transactions
  • AI CFO Assistant
  • Anomaly detection & alerts
  • Cash flow forecasting
  • Smart invoicing
  • Financial health score
Start Free Trial

Enterprise

For scale-ups & teams

Custom
  • Unlimited workspaces
  • Everything in Professional
  • Dedicated account manager
  • Custom integrations & API
  • SSO & advanced security
  • Priority support & SLA
Contact Sales

Loved by SaaS founders

See what other SaaS teams are saying about CASSAFLOW.

"CASSAFLOW replaced our entire spreadsheet setup in one afternoon. The AI categorization is scary accurate — it freed up 10+ hours a month for our finance team."

JR

James Rodriguez

CEO, StreamStack

"The AI CFO assistant is a game-changer. I ask it about our runway, client payments, revenue targets — and it answers instantly with real data."

SK

Sarah Kim

Founder, NovaCRM

"Anomaly detection caught a duplicate vendor charge we'd been paying for 4 months. That one alert paid for a year of CASSAFLOW instantly."

MP

Michael Park

COO, CloudOps

Enterprise-grade security, built in

Your financial data is encrypted at rest and in transit. Every action is logged for accountability.

AES-256 Encryption

Data at rest

TLS 1.2+

Data in transit

Data Isolation

Multi-tenant security

Audit Logging

Full accountability

Frequently Asked Questions

Got questions? We've got answers.

When you sign up for the Professional plan, you get full access to all features for 14 days — no credit card required. At the end of your trial, you can choose to subscribe or your account will switch to a limited free state.
Yes! You can upgrade or downgrade your plan at any time from your account settings. When upgrading, you get immediate access. When downgrading, the change takes effect at the end of your billing cycle.
We accept all major credit cards (Visa, Mastercard, American Express) and debit cards. Enterprise customers can also pay via invoice or bank transfer via Paddle.
Yes — you save 20% when you choose annual billing. The Professional plan drops from $99/month to $79/month billed annually.
Your data remains accessible for 30 days after cancellation so you can export anything you need. After the grace period, data is permanently deleted.
No installation required. CASSAFLOW is fully cloud-based and works in any modern web browser. Just sign up, upload your data, and go.

Ready to take control of your SaaS finances?

Join 500+ SaaS companies already using CASSAFLOW

No credit card required · Cancel anytime