Every Feature You Need. And the Ones You Haven't Thought of Yet.

Other platforms hand you a toolbox and wish you luck. Cashentra gives you a team of builders who construct exactly what your business demands. Standard features included. Custom features? That's where we shine.

Core Platform

The Tools That Run Your Business

Every feature is designed with one question in mind: does this make it easier for a small business owner to stay profitable and in control? If the answer is no, it doesn't make the cut.

AI-Powered Financial Insights

Your finances tell a story. Our AI reads it in real time and translates it into action items you can actually use. No jargon, no guesswork.

  • Real-time analysis of cash flow, revenue trends, and expense patterns
  • Trend detection that spots opportunities and risks before you do
  • Anomaly alerts that flag unusual transactions instantly
  • Predictive forecasting so you can plan with confidence

Virtual CFO Support

You started your business because you're great at what you do, not because you love spreadsheets. Our virtual CFO team brings the financial expertise so you can focus on what matters.

  • Expert guidance from people who've run businesses themselves
  • Strategy sessions tailored to your goals and growth stage
  • Growth planning that accounts for where you are and where you're headed
  • Tax preparation support so you never scramble at year-end

Cash Flow Buckets

Most businesses calculate profit as revenue minus expenses. We flip the equation. Profit isn't what's left over. Profit is what you take first. Cashentra is built from the ground up around the Cash Flow Buckets methodology.

  • Automatic profit allocation that moves money where it belongs on every deposit
  • Ensure profitability from day one with guardrails that keep you on track
  • Clear allocation buckets for profit, owner pay, tax, and operating expenses
  • Health indicators that show whether your margins are trending the right direction

Live Chat Support

When you have a question about your money, you don't want to talk to a chatbot. You want a real person who understands what it's like to run a business. That's exactly what you get.

  • 24/7 real humans, not bots pretending to understand your problem
  • Business owners helping business owners who speak your language
  • Average response time under 2 minutes because your time matters
  • Escalation paths to financial experts when the question demands it

Real-Time Dashboard

Stop digging through menus to find the number you need. Your dashboard shows you exactly what matters, the moment you log in. And if the default layout doesn't work for you, change it.

  • Fully customizable layout with drag-and-drop widgets
  • KPIs that matter to YOUR business, not a generic template
  • Live data updates so you're never working with stale numbers
  • Mobile-optimized so you can check in from anywhere

Custom Reports

Need a report that doesn't exist in the template library? Tell us what you need and we'll build it. Your lender wants something specific? Your investor needs a custom view? Done.

  • Any report you need, built on request by our dev team
  • Scheduled delivery to your inbox on your terms
  • Export-ready formats for banks, investors, and tax professionals
  • Visual + data views so numbers tell their story clearly
Our Biggest Differentiator

If Your Business Needs It — We Build It.

This is the thing no other financial platform will tell you, because no other platform can do it. We write our own code. We employ our own developers. When your business outgrows a standard feature, we don't point you to a help article. We build you something new.

Custom Features

Need a workflow that doesn't exist anywhere else? Our team builds it from scratch, tailored to the way your business actually operates.

Custom Integrations

Your tech stack is unique. We connect Cashentra to your existing tools, even the niche ones that other platforms don't support.

Custom Automations

Repetitive financial tasks eating your time? We build automations that run in the background so you can focus on growing your business.

Custom Dashboards

Beyond drag-and-drop. We build entirely new dashboard views with custom data visualizations designed around how you make decisions.

QuickBooks gives you features. Cashentra builds what you actually need.

How We Stack Up

See the Difference for Yourself

We're not here to trash the competition. We're here to show you what's possible when financial software is built around your business instead of the other way around.

Feature Cashentra QuickBooks Xero FreshBooks
AI-Powered Financial Insights Full AI suite ~ Basic reports only ~ Limited analytics Not available
Virtual CFO Support Included in plan ~ QB Live (extra cost) Not available Not available
Cash Flow Buckets Built-in methodology Not available Not available Not available
Custom Feature Development Built for you Use what's there Use what's there Use what's there
24/7 Live Human Support Real humans 24/7 ~ Business hours only ~ Email support ~ Business hours only
Real-Time Dashboard Fully customizable ~ Limited customization ~ Fixed layout ~ Basic dashboard
Custom Integrations We build any integration ~ App marketplace only ~ App marketplace only ~ Limited integrations
Custom Report Builder Any report, on request ~ Template-based ~ Template-based ~ Template-based
Anomaly & Fraud Detection AI-powered alerts Not available Not available Not available
Seamless Connections

Connects With Your Existing Tools

Your business already runs on tools you trust. Cashentra plugs right into them. And if we don't have an integration yet, we'll build one for you.

QuickBooks
Stripe
Shopify
PayPal
HubSpot
Gusto
Square
Slack
Google Workspace
Zapier
Plaid
Your Tool Here

Don't see your tool listed? Tell us what you use and we'll build the integration.

See These Features in Action

Reading about features is one thing. Watching them work with your actual data is another. Book a personalized demo and see exactly how Cashentra adapts to your business.

No credit card required. No commitment. Just a conversation about your business.