CashLayer connects to your cloud accounting platform and delivers real-time cash visibility, automated close, and CFO-level intelligence — so you can stop guessing and start growing.
If you're running a $1M – $10M business, your finance stack probably looks like this:
You check the bank account every morning and hope the number makes sense. No forecast, no aging analysis, no early warning system.
Month-end close 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 so they can focus on what matters.
CashLayer connects to QuickBooks, Xero, or your preferred accounting platform, learns your business, and delivers the financial 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 your transactions categorized automatically. You only review the exceptions. Your bookkeeper works on the 15% that actually needs human judgment.
Reconciliation checks, accrual reminders, and close checklists — orchestrated automatically. Go from a 15-day close to a 5-day close.
A rolling cash forecast built from your actual AR and AP data, updated every day. See cash problems 8 weeks before they hit.
A sample Daily Cash Brief from a real CashLayer deployment.
No migration. No new software to learn. CashLayer connects to your existing stack and starts working immediately.
One-click secure connection to QuickBooks Online, Xero, or your accounting platform. We pull your chart of accounts, invoices, bills, and transactions. Your data never leaves secure infrastructure.
We map your vendor categories, flag your key customers, set alert thresholds, and tune the AI to your business context. Takes 2-3 days.
Daily briefs hit your inbox. Transactions auto-classify. Close checklists run. You review exceptions, not everything. That's the whole point.
$1M – $10M in revenue. Growing faster than your finance team. Ready to stop flying blind.
Agencies, consultancies, law firms with project-based revenue
High transaction volume, Stripe complexity, inventory cash traps
Recurring revenue, burn rate anxiety, board reporting needs
Project-based cash flow, retainage tracking, job costing
One plan. Everything included. No surprise invoices — ironic, right?
Book a 30-minute demo. We'll connect to your accounting platform, run your data through CashLayer, and show you exactly what your morning brief looks like.
hello@cashlayer.aiOr schedule directly: Book a time →