Run your cash with confidence.
CashPilot is an AI financial assistant for small businesses that automates invoicing, expense tracking, budgeting, and cash-flow forecasting. Get clear financial signals, faster follow-up, and simple reports without adding a full-time finance hire.
Invoices
Send faster and automate reminders.
Forecasts
See upcoming cash pressure before it hits.
Reports
Understand the numbers in plain language.
What to expect
Built around practical financial clarity.
No inflated promises
CashPilot is built to make daily money management simpler and more visible—not to replace your accountant or overcomplicate your workflow.
Owner-friendly reporting
Every dashboard and summary is written for busy operators who need decisions, not accounting jargon.
Automation with oversight
You stay in control while reminders, categorization, and recurring finance tasks run in the background.
Small business pace
The product is designed for lean teams that need useful financial structure now, without enterprise setup overhead.
Core workflow
From invoice to forecast, one financial operating layer.
CashPilot gives one feature large emphasis: a live view of where your money is going and what needs attention next—supported by the routines that keep it accurate.
Command center
Cash forecasting becomes a daily habit instead of a monthly scramble.
Monitor incoming payments, upcoming expenses, overdue invoices, and short-term runway in one place. CashPilot helps you understand whether you can hire, spend, or need to tighten collections before cash gets tight.
30-day outlook
See near-term peaks and dips so payroll, inventory, and vendor timing are less reactive.
Priority alerts
Surface overdue receivables, unusual spend, and upcoming shortfalls before they become urgent.
Cash flow forecasting that speaks plainly
See what is likely to happen in the next 7, 30, and 90 days without digging through spreadsheets or waiting on month-end reports.
Invoices that go out on time
Create polished invoices, send reminders automatically, and reduce the awkward follow-up that slows down payments.
Expense tracking that stays organized
Keep purchases categorized, monitor recurring costs, and spot spending patterns before they become margin problems.
Reports built for owners, not analysts
Understand profit, runway, overdue payments, and spending trends through simple summaries you can actually use.
1 platform
for invoicing, expenses, reminders, and reporting
3 horizons
to review cash now, soon, and next quarter
0 spreadsheet chaos
when the team needs one shared financial picture
Pricing
Straightforward plans for lean teams.
Choose the level of automation and financial visibility that fits your stage. No hidden finance-team add-ons.
Starter
For freelancers and very small teams getting control of cash basics.
$19/month
- Invoice creation and tracking
- Expense categorization
- Basic cash snapshot
- Automated payment reminders
- Single user workspace
Growth
For teams that need stronger forecasting and shared visibility.
$59/month
- Everything in Starter
- 30, 60, and 90-day forecasting
- Multi-user access
- Recurring expense tracking
- Advanced reporting summaries
- Priority product support
Operations
For multi-location or finance-heavy teams needing more oversight.
$129/month
- Everything in Growth
- Department or location views
- Custom financial report exports
- Approval workflows
- Dedicated onboarding assistance
- Higher usage limits
Common questions
A cleaner finance stack starts simple.
Get started
Give your business a clearer financial cockpit.
If invoicing, spending, and cash planning still live across too many tools, CashPilot gives you one calm place to manage the numbers and act sooner.