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.

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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.

Understand how much money you make

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

Integrations

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

Collaboration & Security

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

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.

Clay

Small Business Owner

The best software I have ever used. I would give my kidney for this.

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.

Bradlee

Small Business Owner

Cassie's budgeting tool transforms our financial planning. Its interactive scenarios and intuitive variance analysis convert routine budgeting into strategic decision-making, turning our financial forecasts into roadmaps for success.

Jenny

Small Business Owner

With Cassie, financial forecasting has become a strategic advantage for us. We're no longer guessing; we're confidently planning for profitable futures.

Bob's Burgers

Small Business Owner

Without involving my technical team, I can report from our product database, Quickbooks, Sage, and Excel.

We're making finance easy for everyone.

Take Control of your data like never before. Do more stuff than before

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