AI-generated insights are for informational purposes only and may contain errors. Always verify financial decisions with a qualified professional. CashScope does not provide financial, accounting, or legal advice.
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Your account is fresh — ready for real data
Connect QuickBooks or Xero to import your actual transactions and budgets automatically.
AI-generated insights are for informational purposes only and may contain errors. Always verify financial decisions with a qualified professional. CashScope does not provide financial, accounting, or legal advice.
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Connect to see your real chart of accounts
Your Chart of Accounts is pulled directly from QuickBooks — every income and expense account, organized and ready.
Actual vs. budget comparison with AI-powered insights
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✦ AI Variance Trigger Settings
Flag a variance for AI explanation if it exceeds either threshold.
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Total Income vs Budget
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Total Expenses vs Budget
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Net Budget Adherence
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Categories on-budget
Category Breakdown
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Actual vs Budget
AI-generated insights are for informational purposes only and may contain errors. Always verify financial decisions with a qualified professional. CashScope does not provide financial, accounting, or legal advice.
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Connect to receive real AI reports
Weekly CFO-style briefings are generated from your actual financial data. Connect QuickBooks or Xero first.
AI-generated financial briefing — delivered every Friday morning
Report SettingsRuns every Friday at 8 AM CST (2 PM UTC)
Enter your email to receive your AI financial briefing every Friday at 8am CST
✦ Auto AI Budget
On the 1st of each month, AI automatically analyzes your historical spending and generates a suggested budget — no clicking required. You can still edit or override any amount after it's populated.
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✦ What's In Each Report
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Cash Flow Summary
Position, burn rate, runway, overdue receivables
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Budget Performance
Actual vs. budget, on/off track categories
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30/60/90-Day Forecast
Balance projections and cash gap alerts
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AI Recommendations
2-3 specific actions for the week ahead
Report History
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Scenario Lab
Model "what-if" cash flow scenarios — sandbox projections based on your historical data
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Scenario Lab is a Pro feature
Run unlimited what-if scenarios based on your actual financials. See how revenue changes, expense cuts, or one-time costs impact your runway.
Common topics: QuickBooks connection issues · Billing questions · Feature requests · Data export · Account changes
AI-generated insights are for informational purposes only and may contain errors. Always verify financial decisions with a qualified professional. CashScope does not provide financial, accounting, or legal advice. Terms of Service
CashScope
Welcome to CashScope
Let's get your finances connected in 2 minutes
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Connect QuickBooks
Link your QuickBooks Online account so CashScope can analyze your cash flow, generate budgets, and send weekly AI reports.