The easiest way to manage cash for your business

Manage your accounts with policies, not transactions

Automation seamlessly moves cash where it needs to go

Continuously maximize returns on idle cash

No coding required

Are you managing your cash to the fullest?

50%

50% of cash held by businesses are idle earning little to no interest. Why not extract 38-54x more interest in money markets?

38%

Businesses easily spend 38% of a person day to manage cash for just 5 accounts. Work effort exponentially increases with each additional account!

81%

81% of businesses don’t have any proactive FX processes. FX rates can fluctuate wildly resulting in significant risks to profitability and cash holdings.

What CashWise can do for you

Consolidated Visibility

See all cash positions from a unified dashboard updated multiple times a day

Automate Cash Movements

Policy-based cash movements, maximize invested cash, save time approve and action payments directly from accounting/ERP system

Manage and Protect

Continuously monitoring and adjusting the daily cash management plan, includes automated FX protection & risk management policies

CashWise integrates with your financial stack

✅ Get Account

⏰ Coming soon

Need more?

Benefits

Global Visibility

See all cash positions from a unified dashboard

Single Point of Control

View and manage unlimited accounts from a single login on a single platform

Account Level Cash flow profiles

Track, project and manage individual cash flows for each account

Fully Automated Cash Movement

Policy-based management per account, set target balances for each account and investment policies for idle cash. Payments sent to payees directly from your accounting/ERP system, no need for duplicate entry.

Fully Integrated & Interconnected

Near real-time balance, transactions and intentions by integrating your accounting/ERP software, banks, payments and investment institutions.

Risk Management & FX Protections

Continuously cash movement plans to real-world balances in each account eliminates risk of being overdrawn and minimizes idle cash. FX protection policies are enforced daily to protect against unfavourable FX rate movements.

Role-Based-Access-Controls

Policy makers set the rules, operations staff just execute within established policies, eliminate fraud since no one needs to log into individual accounts any more.

Bank Level Security with 2FA

We use bank level security methodologies to secure your account. All your sensitive information is encrypted and safe.

Flexible Pricing

Choose the plan that suits your needs

Starter Plan

$49/mo

Deployment: standalone, manage directly from CashWise

Integrations: Airwallex, Wise, Syfe

Get started

Standard Plan

$299/mo

Starter Plan Plus:

Deployment: integrated, connects with Xero

Additional Integration with major banks1

Get started

Customized Plan

Standard Plan Plus:

Custom workflows

Multiple entities

Concierge Onboarding

Project Engagements

* 3rd Party Fees may apply