Stop guessing. CashScope forecasts both sides of your P&L — revenue streams AND expenses — so you know whether you'll have enough cash before the problem arrives.
✓ No credit card · 2-minute assessment · Personalized results
Three capabilities every SMB owner needs
2-minute assessment — find out where your business stands. Take it free →
Takes about two minutes. We've got the rest.
Takes 2 minutes. One click. We read your data — we don't touch it.
Connect QuickBooks →We build a live picture of what's in, what's out, and what's coming. Updated every time your books sync. No spreadsheets.
See a live demo →Every Friday, you get a plain-English breakdown of what happened and what to watch for next month.
Get your first report free →Revenue up, revenue down, expenses creeping — CashScope sees it all 12 months out.
Set it once. CashScope auto-populates the next 12 months from your actual QuickBooks data. No spreadsheet updates. No end-of-year scrambles. When actuals come in, your budget shifts with them.
CashScope analyzes your historical revenue patterns and pending invoices to project what comes in — and when. Best case, worst case, expected case. No guesswork.
CashScope tracks your recurring and seasonal expense patterns. When spending is trending up before you've authorized it, you get an alert — not a surprise when the bank statement arrives.
Scenario Lab runs what-if analyses against your actual QuickBooks data. See the downstream impact of major decisions — before you commit.
Scenario Lab runs all what-if analyses against your actual QuickBooks data — not generic assumptions. Each scenario updates every 30 minutes as new data comes in.
When a category goes off track, CashScope reads the underlying transactions and tells you what happened in plain English. No manual digging through line items. Just the story.
Your accountant sends a report once a month. Your bookkeeper just records what happened. CashScope tells you what it means — and what to do next.
Every Friday, CashScope reads your books and writes a plain-English summary: what changed, why it matters, and what needs your attention this week. No deciphering required.
Connect QuickBooks or Xero in under 5 minutes. No consultants, no data exports, no configuration. Your first report lands in your inbox the next Friday — automatically.
Dashboards show you the past. CashScope tells you what to do about the future: collect this invoice, watch this expense, extend this runway. Actual advice, not colorful graphs.
CashScope was built from the ground up for SMB owners who are good at their business — not great at financial forecasting.
"I was hemorrhaging money and didn't even know where. CashScope helped me see exactly what payroll and operations were costing me — I cut over $2,000 a month without touching revenue. I wish I had this two years ago."
"I used to guess whether I could afford to take on a new client. Now I run a scenario in seconds and know exactly what it does to my cash position. It's like having a CFO on call."
"I spent every Sunday on spreadsheets trying to figure out if my business was healthy. CashScope replaced all of that in about five minutes. The AI explanation alone is worth the $59."
See exactly what the dashboard looks like — no signup, no credit card.
Answer 10 quick questions. Get a personalized Financial Health score, a breakdown of your cash flow strengths and risks, and specific recommendations for your business.
Take the Free Assessment →Your score includes: overall health rating, revenue stability score, expense risk level, and actionable recommendations
CashScope Pro includes everything: rolling budget, 12-month revenue and expense forecasting, AI variance analysis, and Scenario Lab. One plan. No surprises.
14 days free · No credit card · Cancel anytime
Not ready to sign up? Try the dashboard with sample data first — it takes 5 seconds.
Take the free Financial Health Assessment — 2 minutes, 10 questions, personalized score. Or jump straight to the demo.
✓ 2-minute assessment · 14-day free trial · No credit card
Have a question, need help connecting QuickBooks, or want to talk through your setup? We respond to every message.
Typical response time: within 24 hours
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