Customers

Know your customers

See revenue and activity per customer in one view.

See revenue, profitability, and activity per customer in one place without switching tools or exporting data.

Customers

Know your customers

See revenue, profitability, and activity per customer in one place without switching tools or exporting data.

Customer revenue and activity

See revenue, invoices, time, and activity per customer in one place, with automatically enriched company details and a shareable customer portal when needed.

Customer profiles

Revenue per customer

Customer portal

Invoice history

Time tracked

Supabase

General

Details

Statement

Customer context, built in

Automatically enriched company profiles give you instant context on customers, without manual research or switching tools.

Company profiles

Industry and size

Location and local time

Funding and ownership

Web and social presence

Supabase

General

Company Profile

Details

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