CashLayer automates transaction classification, month-end close, and cash forecasting for $1M–$10M businesses. Replace your bookkeeper. Get CFO-level intelligence.
$1M–$10M businesses cobble together bookkeepers, CPAs, and fractional CFOs. The result: slow close, no real-time visibility, and decisions made on stale data.
You check your bank account every morning and hope the number makes sense. No forecast, no aging analysis, no early warning system.
Month-end stretches to 15+ days. By the time you get numbers, they're already stale. Decisions can't wait that long.
Your bookkeeper reviews every transaction. Your CPA catches errors quarterly. Nobody's automating the routine work.
And they're still not getting real-time cash visibility, automated close, or proactive alerts. That gap is what CashLayer fills.
CashLayer connects to QuickBooks, learns your business, and delivers the intelligence a $50M company has — at a price a $5M company can afford.
AI-generated cash position delivered to your inbox or Slack every morning. AR aging, AP obligations, net position, and alerts — all before your first meeting.
85%+ of transactions classified automatically using a rules engine that learns from your corrections. You only review the exceptions.
Journal entries prepared automatically. Benefits reconciliation, loan splits, and prepaid amortization — all queued for your review with one-click approval.
13-week rolling cash forecast built from real bank data, AR/AP aging, and historical patterns. Updated daily. See problems 8 weeks before they hit.
Vendor invoices are automatically extracted from email, matched to vendors, and posted to QuickBooks. PDF attached. No manual entry.
Every correction teaches the system. After three consistent classifications, a new rule is created automatically. Your exception queue shrinks every week.
CashLayer connects in minutes and starts delivering value on day one. No migration, no disruption, no new software to learn.
Link QuickBooks and your bank accounts via Plaid. Read-only access. Bank-grade encryption. Takes under 5 minutes.
CashLayer learns your chart of accounts, vendor patterns, and recurring transactions. We seed the rules engine for your business in the first week.
Transactions are classified and posted daily. Journal entries are prepared monthly. You get a morning brief and only touch exceptions. That's it.
No per-transaction fees. No surprise charges. One monthly price for your entire finance operations layer.
For businesses ready to automate the basics and get daily visibility.
Everything in Starter plus close automation and forecasting.
For businesses that want a full CFO-level finance function.
Schedule a 20-minute demo and see how CashLayer can transform your finance operations.
Schedule a Demo →