Automation Benefits

Streamline your cash flow with smart automation tools.

Reconciliations
A sleek dashboard showing automated bank reconciliations in progress.
A sleek dashboard showing automated bank reconciliations in progress.

Automatically match transactions to save time and reduce errors.

An alert notification reminding a user about an upcoming invoice payment.
An alert notification reminding a user about an upcoming invoice payment.
A visual of smart collections nudges prompting timely customer payments.
A visual of smart collections nudges prompting timely customer payments.
Invoice Reminders

Never miss a payment with automated invoice and payable alerts.

Encourage faster payments with gentle, AI-driven collection prompts.

Collections

Meet cashbook.ai

We turn your cash flow from a monthly chore into a daily advantage with AI-powered insights.

A friendly team collaborating around a laptop displaying dynamic cash flow charts and AI analytics.
A friendly team collaborating around a laptop displaying dynamic cash flow charts and AI analytics.

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Projects

See how cashbook.ai automates your cash flow.

Dashboard view showing automated cash flow projections with colorful graphs and alerts.
Dashboard view showing automated cash flow projections with colorful graphs and alerts.
Auto Reconcile

Instantly match transactions without manual effort.

Illustration of AI-powered system scanning and categorizing bank transactions automatically.
Illustration of AI-powered system scanning and categorizing bank transactions automatically.
Learn More
Visual of cash runway forecast with future dates and predicted cash balances.
Visual of cash runway forecast with future dates and predicted cash balances.
Screenshot of smart collections nudges alerting users to upcoming payments.
Screenshot of smart collections nudges alerting users to upcoming payments.
Smart Alerts

Get timely reminders to optimize working capital.

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