CASH-FLOW PLANNING · BUSINESS OWNERS & NON-FINANCE TEAMS

See where your cash is going—
and what happens next.

Import bank statements to build a reviewed, shared cash position. Forecast the next 13 weeks, test practical what-if scenarios, and plan collections, payments, and budgets—then turn the same ledger into plain-language insights and suggested next actions.

Ask about your cash
What's my runway? Where is money going? Anything unusual?
AGENT BRIEF · DEMO SAMPLE DATA

Position is healthy. 283,274 on hand, 4.5 months of runway at current burn. No anomalies in the last 30 days.

CASH ON HAND
283,274
RUNWAY
4.5 mo
IN · 30D
+148,200
OUT · 30D
−96,540
AGENT SIGNALS · DETECTED TODAY
ANOMALY AWS spend +38% above 3-mo average 0.92
RUNWAY Floor of 241k on Jul 18 — payroll 0.97
01
Import
Add statement exports
02
Verify
Review before saving
03
Understand
See position and signals
04
Act
Forecast, plan, report
FROM STATEMENT TO DECISION

One cash workflow, without rebuilding a spreadsheet.

Bring reviewed cash data in, see where the organization stands, forecast what happens next, and follow through on collections, payments, budgets, and reports.

See what shipped in Version 2.0
01 — IMPORT & VERIFY

Import and verify cash activity

Upload CSV, Excel, or PDF bank statements. CashCatalyst extracts and classifies transactions for your review before anything is saved.

  • Duplicate and tie-out checks
  • CFO / CFI / CFF classification
  • Confirm or discard the import
See the import workflow
02 — SHARED CASH POSITION

See organization cash across every account

See organization cash across multiple bank accounts while keeping each transaction connected to its source account.

  • Organization-wide ledger
  • Multi-account traceability
  • Expected money in and out
Explore My Position
03 — 13-WEEK FORECAST

Forecast cash and identify shortfalls

Project weekly cash balances, identify possible shortfalls and low points, and understand which expected receipts and payments affect the result.

  • Weekly base forecast
  • Lowest point and run-out week
  • Expected receipts and payments
Understand the forecast
04 — TEST WHAT-IF SCENARIOS

Explore decisions without changing the ledger

Test delayed receipts and additional weekly costs, compare the resulting low point with the base forecast, and reset when finished.

  • Delay an expected receipt
  • Add a temporary weekly cost
  • Keep the base ledger unchanged
See how scenarios work
05 — COLLECTIONS, PAYMENTS & BUDGETS

Turn expected cash into action

Track receivables and payables by due date, compare monthly budgets with actual spending, and identify variances.

  • Receivable and payable aging
  • Budget versus actual spending
  • Settlement creates the transaction
Explore planning tools
06 — INSIGHTS & REPORTS

Understand the numbers and report clearly

Turn reviewed cash activity into plain-language signals, suggested next actions, and period-aware management reports.

  • Grounded daily brief and signals
  • CFO / CFI / CFF statement
  • Cash and accrual views
Explore insights and reports
No bank login required. Import a supported statement export and review every proposed transaction before it enters the organization ledger.

CashCatalyst complements existing accounting processes and professional finance tools.

PRICING

Plans for every business

Start with the complete cash workflow. Move up for more AI capacity, advanced analysis, and team access.

Free
FOR INDIVIDUALS

0/mo

  • Unlimited transactions
  • 1 user
  • 50 AI credits/month
  • Statement import and review
  • 13-week forecast and reports
Pro
MOST POPULAR

39/mo

  • Everything in Free
  • 1 user
  • 1,500 AI credits/month
  • Advanced AI analysis
  • Financial patterns and risk metrics
Business
FOR TEAMS

99/mo

  • Everything in Pro
  • Up to 5 users
  • 5,000 AI credits/month (shared)
  • Team invitations and shared workspace
  • Priority support

Prices are in SGD and billed monthly through Stripe. AI credits reset monthly with no rollover and no overage charges.

Read the pricing and billing FAQ

Build a clearer cash plan.

Import your first statement, review the proposed transactions, and build a cash position you can forecast, plan, and report from.

See how it works