Built for the way
SaaS works.
Recurring revenue. Churn dynamics. Runway pressure. CASSAFLOW understands the metrics that matter to subscription businesses — and acts on them.
Core capabilities
Three engines working together to run your finances on autopilot.
AI Financial Brain
Automatically categorizes every transaction, detects spending patterns, and surfaces actionable recommendations. Learns your business over time — gets smarter with every upload.
Predict, Don't React
12-month cash flow forecasts. Runway calculations updated daily. Break-even projections that adapt to your growth rate. Know exactly when and where to act.
Revenue on Autopilot
Generate branded invoices. Track payments in real-time. Get aging reports that highlight at-risk receivables before they become problems.
And that's just the start
Every tool a SaaS finance team needs. Zero spreadsheet wrangling.
Anomaly Detection
Flags unusual transactions, duplicate charges, and spending spikes before they snowball.
Financial Health Score
A single number combining burn rate, growth efficiency, and runway. Updated daily.
AI CFO Chat
Ask questions in plain English. Get answers backed by your real financial data.
Scenario Planning
Model hiring plans, pricing changes, or churn spikes. See the financial impact before committing.
Client Intelligence
Revenue per client, payment reliability scores, and churn risk indicators — all automatic.
Automated Reports
Weekly and monthly reports generated and delivered. P&L, cash flow, and SaaS metrics — ready for investors.
Bring your data, we handle the rest
Upload bank statements in any format. Our parser extracts, normalizes, and categorizes — no manual mapping required.
How it works
Three steps. Under two minutes. Zero learning curve.
Upload
Drop your bank statements or CSV files. Our parser handles the rest — auto-detects columns, currencies, and formats.
AI processes
Within seconds, every transaction is categorized, patterns are identified, and your financial model is updated.
Act on insights
Get forecasts, health scores, anomaly alerts, and AI recommendations. Ask your AI CFO anything.
Built for teams
Collaboration-ready from day one. Keep every stakeholder in sync.
Multi-workspace architecture
Separate books for each entity or project.
Role-based access
Owner, Admin, Viewer permissions.
Team invitations
Add team members with granular controls.
Audit trail
Every action logged with who, what, when.
Trusted by SaaS teams
Hear from teams who made the switch.
Cut our month-end close from 3 days to 4 hours.
The AI CFO chat alone is worth the subscription.
Caught a $4,200 duplicate charge we'd missed for months.
Compare with alternatives
See why SaaS teams choose CASSAFLOW over generic tools.
| Feature | CASSAFLOW | Spreadsheets | Generic Tools |
|---|---|---|---|
| SaaS-native metrics | ✓ | ✗ | ✗ |
| AI categorization | ✓ | ✗ | Partial |
| Cash flow forecasting | ✓ | Manual | Basic |
| Anomaly detection | ✓ | ✗ | ✗ |
| Setup time | < 2 min | Hours | Days |
| AI CFO assistant | ✓ | ✗ | ✗ |
See it in action
14-day free trial. No credit card. Full access to every feature.
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