Cashboard is the one place to store the data, metrics, mappings, and permissions AI models need — exposed as a single MCP — so finance gets real work and trusted answers, not improvised guesses.
Use Cashboard from anywhere
Supported by leading investors in tech and finance
You didn't climb the finance ranks to become Chief AI Babysitter.
CASHBOARD'S SOLUTION
One source of truth for AI (and humans!) to run on. Built and gatekept by finance.
Live data from 900+ integrations to the tools you already use everyday, refreshed on a schedule or on demand so Claude always reads current numbers, never a stale export.
Mappings that never drift across vendors, P&L categories, departments, and your own custom dimensions. New data auto-maps for one-click approval.
Standardized metrics and reports captured as easily editable dashboards, so answers in Claude and ChatGPT reflect how finance actually sees and measures the business.
Granular permissions, down to the row and column, that travel with your data across every source and audience. No AI tool can surface what a viewer isn't cleared to see.
Use Cashboard anywhere — in Claude, ChatGPT, Slack, Gmail, or any MCP-compatible tool. Every AI draws on the same governed foundation, so you get one source of truth instead of one per app, and precomputed rules and metrics cut token costs.
"Cashboard gives everyone from finance to operations the instant, accurate insights they need as we scale."
head of finance
alpine energy
How Cashboard creates a finance-governed source of truth for agents, finance teams, and company leaders.
cross-system data integrations
Netsuite
ADP Workforce Now
Hubspot
Ramp
Stripe
Snowflake
Salesforce
Quicksight
cashboard SEMANTIC Layer
All Accessible through 3 interfaces
INTERFACE #1 — FOR AGENTS
Agents reach your data, mappings, metrics, and permissions through the Cashboard MCP, then run recurring finance workflows end to end
INTERFACE #2 — FOR LEADERSHIP
Dashboards built on your metrics and mappings, with row- and column-level permissions applied automatically
INTERFACE #3 — FOR FINANCE
Pull live, mapped data straight into Excel, refreshed on demand against the same definitions as everything else
Is Cashboard easy to set up and maintain?
Is Cashboard a replacement for Claude?
Can I pull Cashboard data into Excel?
With your data, metrics, mappings, and permissions behind scheduled agents, Claude runs the recurring work of an entire FP&A function, with as many reports as you need.
Onboarding
You’re only weeks away from never babysitting again
Onboarding at Cashboard is a free professional service: we turn your messy source data into clean, analysis-ready datasets, so you run on a trusted foundation in weeks, not months.
Model your raw data
Create analysis-ready data models
Understand your key metrics
Migrate what works
Transfer existing data mapping logic
Set up metric definitions
Dashboards based on current reports
Train and go live
Pilot Cashboard with core group
AI and data model tuning
Trainings and roll-out (finance first)
Security
Safe, secure, and private.
Cashboard is designed to keep your most sensitive data and reports safe and secure.
SOC 2 Compliance
Cashboard regularly undergoes Service Organization Controls audits (SOC 2 Type II).
Admin controls
Restrict access to data at a system level, dashboard level, or database row level.
SSO support
Require logging in to Cashboard with SSO.
Support