Cashboard is the collaborative planning tool for AI-native finance teams. It connects to the AI tools you already use, builds the plan from your data, then helps each budget owner fill in their part.
Works with
Supported by leading investors in tech and finance
How it works
From last year’s plan to a board-ready budget in a week.
Prompt
Zero implementation — just start with a prompt.
Tell your AI tool what you want to plan in Cashboard. Cashboard pulls data from existing systems and builds your custom budget.
Design
Cashboard designs and fills detailed templates for every budget owner.
Cashboard fills every line with granular data from your systems, and adds drivers and calculations. Review its work, then release to budget owners.
Verify
Every number comes with receipts.
Each calculated cell is built using the Excel syntax you already know. Click any cell to see the records and formula behind it.
Interview
Cashboard interviews budget owners for their contributions.
Cashboard guides each owner through their part of the plan and gathers input via chat to fill in the worksheet for them.
Approve
Review, comment, or approve in a single click.
Changes come back highlighted, and the activity feed records every edit. Approve or reopen for edits in one click.
Reforecast
Reforecast bottoms‑up anytime so your plan is always fresh.
Roll forward into next month’s forecast with a click or a prompt. Cashboard flags changes so there’s no need to re-audit from scratch.
Cashboard MCP
Your AI. Your data. Zero implementation.
Start planning the day you sign up. Cashboard works through the AI tools your team already uses and pulls data from the systems connected to them via MCP.
Works with
Claude
ChatGPT
Gemini
Copilot
Connect your AI in one click
Add the Cashboard connector so your AI tool (such as Claude) can build, read and update your plans.
Import data via MCP (or CSV)
Prompt your AI to pull data into Cashboard from your systems, like “bring in October actuals from NetSuite,” and review the new data before it’s merged.
Model anything. In plain English and the formulas you already know.
Describe the logic
Tell Cashboard or your AI tool (such as Claude) how a metric or driver works. It writes the formulas for you.
Anything you’d build in Excel
Excel functions like SUMIFS, XLOOKUP and IFS, table-style references, and time-aware helpers like PREVIOUS().
Excel
Take your plan to Excel and back, formulas intact.
Export the plan as one workbook
A Plan Overview tab with your full budget, plus supporting tabs with detailed data on every employee, vendor, customer, and more.
Live Excel formulas
Cashboard exports your workbook with the same formulas that live in your plan.
Back to Cashboard with a prompt
Make changes in your workbook and ask your AI, such as Claude in Excel, to update the plan in Cashboard.
Security
Governed by finance. Secure by default.
Finance-led setup
Zero implementation means finance can start building on day one.
Budget owner permissions
People see only the rows they’re assigned to, and neither Cashboard nor their AI tools share data outside that scope.
Audit trail
Every change is recorded in the activity feed with who made it and when.
Versions
Save a version of the plan at any stage, so finance can look back on how it evolved as the team collaborates.
Comments and @mentions
Discuss any line item and bring the right people into the conversation.
Review and approval
Budget owners submit plans to finance for review. Approve or request edits in a click.
SOC 2 Type II
Regular independent audits. Report available on request.
Single sign-on
Authenticate through your identity provider.