Assistant

Get things done

Send an invoice, check your runway, or export last month to your accountant. Just ask.

Send an invoice, check your runway, categorize last week's expenses, or export everything to your accountant. Just describe what you need and the assistant handles it.

Assistant

Get things done

Send an invoice, check your runway, categorize last week's expenses, or export everything to your accountant. Just describe what you need and the assistant handles it.

Ask anything, get things done

Create and send invoices, categorize transactions, start timers, export data to your accountant, and search the web for prices or tax rates — all in natural language. No menus, no forms, just say what you need.

Create invoices

Manage transactions

Track time

Export to accountant

Web search

How's my cash flow looking?

Works with your tools

Connect Gmail, Slack, Google Calendar, Notion, GitHub, Linear, and more. Check your calendar, send a message, or look up an issue without leaving CashPanel.

Gmail

Slack

Google Calendar

Notion

GitHub

Linear

Category Expenses

Category Breakdown

Marketing

SaaS

Payroll

$5,700

Total

Everything you need to run the business side of your business

Invoicing, transactions, time tracking, customers, and files — connected, not scattered across five tools.

Invoicing

Create, send, and get paid without leaving the dashboard

Transactions

Every dollar in and out, categorized automatically

Inbox

Receipts matched to transactions the moment they arrive

Time tracking

Log billable hours against real projects and clients

Customers

See who is profitable, slow to pay, or needs a follow-up

Files

Every receipt, contract, and invoice stored and searchable

Exports

Books your accountant can use without asking questions

AI Connectors

Query finances from AI tools or your own scripts via API/MCP

Less admin. More focus.

CashPanel removes the manual work that quietly eats your week.

Chasing receipts

45 minutes per week

No more forwarding, no more “did you get this?”

Cleaning transactions

1 hour per week

No duplicate entries, no manual categorizing.

Preparing invoices

1–2 hours per week

Send, track, and get paid without spreadsheets.

Explaining the numbers

1 hour per week

Reports are ready before your accountant asks.

Preparing invoices

1–2 hours per week

Send, track, and get paid without spreadsheets.

As things add upWhat changes

What disappears over timeGet your time back

Disconnected tools stop being the job.CashPanel handles the busywork so you can focus on running the business.

4–6 hours

As things add up

What disappears every week

Disconnected tools stop being the job.

4–6 hours

Ready for accounting, without the extra work

Your books stay audit-ready every day, not just at tax time.

Transactions from 25,000+ banksTransactions from 25,000+ banks are categorized and reconciled automatically

Receipts pulled from email and uploadsReceipts and invoices are pulled from email and payments, then matched to the right transaction

Clean, consistent records across every connected account

Taxes tracked per transactionTaxes tracked per transaction, not reconstructed later

Ready to export to your accounting systemOne-click export, formatted for your accounting system

Learn more about pre-accounting →

Built alongside our users

Every feature is shaped by the people who use it every day.

View all customer stories

Works with the tools you already use

Connect your banks, inbox, payments, and workflow tools in minutes.

View all integrations →

Pricing that matches how you run your business

Start simple. Upgrade when your workflow actually needs it.

Starter

Everything you need to get going

$15/month

$180/year · billed annually

•Invoicing and payments

•Transactions and bank sync

•Inbox and receipt matching

•Accounting exports

•Time tracking

•Financial metrics

•Financial overview and reports

•Vault

•Apps and integrations

•5 AI Connectors

•Multi-currency

•Customer management

•API, CLI, and MCP

•3 banks · 15 invoices/mo · 10GB storage

Start your trial

Best for getting started

Pro

More power as your business grows

$39/month

$468/year · billed annually

•Everything in Starter

•10 banks · 50 invoices/mo · 100GB storage

•20 AI Connectors

•Custom transaction categories

•Invoice templates

•Customer portal

•Customer enrichment

•Advanced metrics

•Advanced AI thinking

•Shareable report and document links

•Priority support

Start your trial

Best value for most businesses

14-day free trial · Cancel anytime · 30-day money-back guarantee · / · Excl. tax