One platform. All your clients. Zero spreadsheets.
Create a project for every client. Each one gets its own forecast, transactions, and alerts — all in one place.
Send clients a branded PDF or a live read-only link with your agency name and logo instead of CashCast's.
Set a cash threshold per client and get an email the moment their forecast dips below it. Never be blindsided.
One click generates a plain-English explanation of what's driving each client's cash position.
Monthly income vs expense charts, category breakdowns, and runway metrics — all calculated from your transaction data.
Row-level security on every record. Clients can only ever see their own data via a revocable share link.
Three steps to a clear cash picture for every client.
Add your client's name, opening balance, and any recurring income or expenses in minutes.
CashCast builds a 90-day running balance chart — green when healthy, red when at risk.
Send your client a live read-only link, download a branded PDF, or set an alert threshold and let CashCast watch it for you.