
Cashboard is an all-in-one FP&A platform that automates 95% of recurring financial planning and analysis work, allowing finance teams to focus on strategy. With over 400 integrations, it pulls data from various sources to create accurate reports and insights in seconds. The platform features AI-powered data mapping, live dashboards, and self-serve analytics, making it suitable for complex, margin-focused businesses across sectors like SaaS, healthcare, and private equity. Cashboard's SOC 2 compliance ensures data security, while its user-friendly interface eliminates the need for data engineers, enabling rapid implementation.

Cashboard is an all-in-one FP&A platform that automates 95% of recurring financial planning and analysis work, allowing finance teams to focus on strategy. With over 400 integrations, it pulls data from various sources to create accurate reports and insights in seconds. The platform features AI-powered data mapping, live dashboards, and self-serve analytics, making it suitable for complex, margin-focused businesses across sectors like SaaS, healthcare, and private equity. Cashboard's SOC 2 compliance ensures data security, while its user-friendly interface eliminates the need for data engineers, enabling rapid implementation.
Product: AI-powered FP&A platform that automates recurring financial planning and analysis
Integrations: Over 400 integrations
Founded: Spring 2022
Founder / CEO: Julian Rowlands
Location: New York
Reported pre-seed funding: USD 1,500,000 (reported)
Financial planning & analysis (FP&A) automation for mid-market finance teams
2022
Finance / Financial Software
1500000.00
Reported pre-seed round; company participated in Y Combinator (Summer 2022) per evidence