See exactly how Cash Basis AI keeps your books.
Short walkthroughs of the real product, from a one minute bank connect to asking Cash anything about your money. This is the whole workflow, start to finish.
Full app walkthrough
One tour of Cash Basis AI from end to end. Watch this for the whole picture, then take the pieces one at a time.
Ready to try it yourself?
Connect your bank and watch Cash Basis AI catch up your books. Plans start at $9/mo.
Connect and Categorize
Link your bank and credit cards through Plaid in about a minute. From there Cash categorizes every transaction as it lands, on a cash basis, mapped to the right Schedule C lines. We never see or store your bank login.
Set Up Your Tax Estimate
Add your filing status, your state, and any W-2 income, and your quarterly estimate updates in real time as money moves. Reminders arrive before each due date, so April is never a surprise.
Chat with Cash
One place for every conversation about your books. Review the transactions Cash is unsure about, answer a few questions about your business so it learns how you work, and ask anything about your money in plain English, any time.
Ready to hand off the bookkeeping?
Set it up in about a minute, then let Cash keep your books current while you work.