Cashboard
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.
- Artificial Intelligence
- Data & Analytics
- Enterprise Software
- Financial Technology
Funding
Raised to date
$1.5MRaised 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
Founder details are not available yet.
Product
Problem
Finance teams spend the majority of their time on manual data collection, spreadsheet manipulation, and repetitive report generation, which limits their capacity for strategic analysis and slows decision‑making.
Solution
Cashboard offers an AI‑driven FP&A platform that automates data integration from over 400 sources, maps the data using machine learning, and creates live dashboards with drag‑and‑drop or SQL interfaces. The platform continuously updates visualizations as new data arrives and generates recurring, customized reports based on user‑defined instructions. By handling data preparation, attribution analysis, and report delivery, Cashboard frees finance professionals to focus on insight generation and strategic planning.
Target Audience
Primary customers are corporate finance and FP&A teams in mid‑size to large enterprises that need to consolidate data from multiple systems and automate recurring reporting.
Features
- Automatic ingestion from 400+ applications, databases, and spreadsheets with AI‑based data mapping, eliminating manual VLOOKUPs and ETL scripts
- Real‑time, interactive dashboards built via intuitive drag‑and‑drop or direct SQL queries
- AI‑generated recurring reports and insights delivered on schedule, following user‑specified analysis templates
- Deep‑dive attribution analysis that automatically links financial outcomes to underlying drivers
- Secure, end‑to‑end encrypted data storage with role‑based access controls
- Tiered subscription plans (Free, Pro $9 / month, Business $19 / month) providing scalable storage, member limits, advanced analytics, API access, and dedicated support