Work smarter, not harder.

Financial tools to fuel your growth.

The operating system for growing businesses, where finance and legal come together to plan, analyze, and forecast with confidence.

product screenshot

Plan, predict, and grow with confidence

Instantly integrate with leading accounting tools for immediate financial intelligence.

Strategic Financial Planning

Utilize Cassie to turn existing data into comprehensive cash flow forecasts, transforming raw numbers into strategic financial insights for optimized revenue management.

monthly revenue

Understand how much money you make

Construct effortless cash flow forecasts utilizing your existing data, thereby transforming raw figures into insightful financial projections.

monthly revenue

Integrations

Instantly integrate with your existing accounting tools for immediate cash flow insights.

monthly revenue

Collaboration & Security

Enhance teamwork with Cassie's collaborative tools while ensuring top-tier security for your sensitive financial data.

monthly revenue

Consolidated Cash Flows

Seamlessly combine data from different sources to create insightful cash flow forecasts and manage consolidated financial reporting in one unified place, transforming raw figures into clear financial projections.

Need more? We got you.
Details matter, and we've put a lot of love into each and every one of them.
User-friendly Interface
Cassie's user-friendly interface turns complex finance management into a simple task. No expertise required, just easy navigation and stress-free experience.
Automated Data Sync
Cassie's automated data sync feature ensures your financial data is always up-to-date. Say goodbye to manual data entry and hello to accuracy and efficiency.
Secure Data Management
Your financial data's security is our top priority. Cassie provides robust security measures to ensure your data is safe and secure. Keep your sensitive data safe by choosing who can see what.
Seamless Integration
Cassie smoothly integrates with QuickBooks, Sage, and Xero. Say goodbye to scattered data and hello to time-saving, error-free financial management.
Scalable Solution
As your business grows, so do your financial management needs. Our product is designed to scale with your business.
Real-Time Financial Consolidation
Gain instant access to your consolidated financial data, empowering you to make swift, accurate decisions. Add one or multiple companies and manage everything in one place. No more guesswork, just informed choices.

People love us already.

Details matter, and we've put a lot of love into each and every one of them.
placeholder
Clay
Small Business Owner
The best software I have ever used. I would give my kidney for this.
placeholder
Erica
Small Business Owner
As a small business owner, managing expenses used to consume a significant portion of my time. With Cassie's automated expense tracking, I now have real-time data at my fingertips. Being able to make informed spending decisions has not only optimized our costs but also propelled our business growth. It's like having a dedicated financial analyst working round the clock.
grid
We're making finance easy for everyone.
Consolidated finances have never been easier.
Get Started Today
Cassie Finance
Copyright 2024
More
Legal
xs