Supported by leading investors in tech and finance
Cashboard pulls in your FP&A data, handles the mappings, and lets you build dashboards in seconds
Then, it analyzes your dashboards and writes recurring reports for you and your stakeholders
Finance Manager
$25M revenue healthcare consulting firm
Leave data chores to the robots.
Keep FP&A focused on strategy and let Cashboard handle the rest — from data prep to report creation, deep-dive attribution analysis, and more.
With 400+ integrations and counting, Cashboard automatically pulls data from every source that matters, making it your full source of truth.
Cashboard’s AI-powered data dictionary keeps all your data labels matched across all your sources, making apples-to-apples comparisons a breeze.
As new data arrives, it instantly appears in charts and dashboards that you can build in seconds — using drag-and-drop or SQL, whichever you prefer.
Cashboard delivers a tailored analysis following your specific instructions, giving you the insights you need on your schedule.
Cashboard goes below the surface to research the root causes behind variances and perform other multi-step analyses.
Analytics
From AI to BI, all in one place.
Cashboard's all-in-one platform lets finance teams take charge of their data, no data engineering required.
Self-serve analytics
Build any table or chart with an easy-to-use, no code editor (or SQL if you prefer).
Custom metrics
Measure anything with sheet-style formulas or SQL-based data models.
Drill down on anything
Dig in without needing to jump between sources of record.
Advanced permissions
Control who has access to data at a dashboard, user group, or granular row level.
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.
Use Cases
Made for complex, margin-focused businesses.
Complexity shouldn't get in the way of measuring performance. Cashboard's automated workflows and 400+ integrations make it easy to get data-driven.
Customer Stories
Don't just take our word for it.
Why Cashboard?
Save time and money with an all-in-one platform.
A system that relies on too many vendors, data engineers, and year-long implementation timelines.
An all-in-one solution that doesn't require data engineers and can go live in weeks — not years.