Chasing receipts
45 minutes per week
No more forwarding, no more “did you get this?”
Transactions
All transactions together
All money moving in and out of your business, in one place.
Transactions
All transactions together
Every payment in and out of your business is automatically collected, categorized, and kept in one place so nothing gets lost across accounts.
All business transactions
Every payment in and out of your business is automatically collected from connected accounts and kept in a single list.
Automatic bank syncing
Unified transaction list
Manual transactions
CSV import
Filters and search
Fortnox
Xero
QuickBooks
SlackTransactions
| Date | Description | Amount | Category |
|---|---|---|---|
| Sep 10 | Office Supplies Co. | -$45.20 | Office Supplies |
| Sep 10 | Cloud Services Inc. | -$89.00 | Software |
| Sep 09 | Freelance Payment | +$1,200.00 | Income |
| Sep 09 | Marketing Agency | -$350.00 | Marketing |
| Sep 08 | AWS | -$182.05 | Infrastructure |
| Sep 07 | Stripe Payment | +$2,450.00 | Income |
| Sep 03 | Client Invoice | +$8,500.00 | Income |
Categorized and reconciled at scale
Transactions are automatically categorized and matched in bulk, so you can review, fix, and export everything in minutes instead of one by one.
Automatic categorization
Custom categories
Rules and patterns
VAT and tax rates
Expense tags
Bulk drag and drop receipts
Transactions
Everything you need to run the business side of your business
Invoicing, transactions, time tracking, customers, and files — connected, not scattered across five tools.
Less admin. More focus.
CashPanel removes the manual work that quietly eats your week.
Cleaning transactions
1 hour per week
No duplicate entries, no manual categorizing.
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.
Ready for accounting, without the extra work
Your books stay audit-ready every day, not just at tax time.
Built alongside our users
Every feature is shaped by the people who use it every day.
Works with the tools you already use
Connect your banks, inbox, payments, and workflow tools in minutes.
Gmail
Gmail
Outlook
Outlook
Slack
Slack
QuickBooks
Q
Xero
Stripe
WhatsApp
Telegram
N
Zapier
Make
n8n
Google Drive
L
A
H
S
S
S
W
S
iMessage
Stripe Payments
E-Invoice
Microsoft Copilot
M
G
C
C
G
Z
G
G
A
D
O
C
C
J
C
M
T
W
S
G
B
T
P
A
Z
A
C
C
A
L
F
C
M
W
G
F
B
Z
B
W
G
M
S
M
G
I
Z
F
D
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F
G
Fortnox
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
Most popular
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