Built for agencies managing multiple clients

Cash flow visibility
for every client

CashCast gives your agency a single workspace to forecast, monitor, and report on the cash position of every client — with your branding, not ours.

Free plan included · 14-day free trial on all paid plans

Everything your agency needs to stay on top of cash

One platform. All your clients. Zero spreadsheets.

Multi-client workspace

Create a project for every client. Each one gets its own forecast, transactions, and alerts — all in one place.

White-label reports

Send clients a branded PDF or a live read-only link with your agency name and logo instead of CashCast's.

Automated alerts

Set a cash threshold per client and get an email the moment their forecast dips below it. Never be blindsided.

AI commentary

One click generates a plain-English explanation of what's driving each client's cash position.

Deep analytics

Monthly income vs expense charts, category breakdowns, and runway metrics — all calculated from your transaction data.

Secure by default

Row-level security on every record. Clients can only ever see their own data via a revocable share link.

Up and running in minutes

Three steps to a clear cash picture for every client.

1

Create a client project

Add your client's name, opening balance, and any recurring income or expenses in minutes.

2

See the forecast

CashCast builds a 90-day running balance chart — green when healthy, red when at risk.

3

Share or alert

Send your client a live read-only link, download a branded PDF, or set an alert threshold and let CashCast watch it for you.

Simple, transparent pricing

Start free. Every paid plan includes a 14-day free trial.

Free

$0forever
  • 1 client project
  • 90-day forecast
  • Invoices & budget tracking
  • Public share link

Most popular

Pro

$79per month

14-day free trial

  • 15 client projects
  • White-label branding
  • PDF reports
  • Email alerts
  • AI insights

Business

$149per month

14-day free trial

  • Unlimited projects
  • Team members & roles
  • Everything in Pro
  • Priority support

Your clients deserve better than a spreadsheet

Set up your first client project in under five minutes.