Cashboard provides an AI‑driven FP&A platform that automatically ingests and maps data from over 400 sources, then delivers real‑time dashboards and scheduled, customizable reports via drag‑and‑drop or SQL interfaces. By handling data preparation, attribution analysis, and report distribution, it lets finance teams focus on insight generation and strategic planning.
Funding
$1.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Finance teams spend extensive time on manual data integration, spreadsheet manipulation, and recurring report generation, which limits their ability to focus on strategic analysis and decision‑making.
Solution
Cashboard offers an AI‑powered FP&A platform that automatically pulls data from over 400 sources, maps it using machine learning, and creates live, interactive dashboards. Users can build visualizations in seconds via drag‑and‑drop or SQL, and the system continuously updates charts as new data arrives. The AI analyst then generates recurring narrative reports and deep‑dive attribution analyses based on custom instructions, delivering insights directly to stakeholders. By handling data preparation, dashboard maintenance, and report writing, Cashboard frees finance professionals to concentrate on strategic insights rather than repetitive data chores.
Target Audience
Primary customers are corporate finance and FP&A teams in mid‑size to large enterprises that require automated data consolidation, fast dashboarding, and recurring reporting.
Features
- Over 400 native integrations for apps, databases, and spreadsheets, providing a unified source of truth
- AI‑driven data mapping that eliminates manual VLOOKUPs and complex ETL pipelines
- Real‑time, drag‑and‑drop or SQL‑based dashboard builder with instant data refresh
- Automated narrative report generation and attribution analysis tailored to user‑defined prompts
- Task and project management tools with unlimited tasks and collaborative workspaces
- Tiered pricing with free tier, Pro ($9/month) and Business ($19/month) plans offering increasing storage, member limits, advanced analytics, API access, and dedicated support