Cashier
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New: ask Cashier from Claude and ChatGPTRead

Know if you'll hit your goal while there's still time to act.

Cashier reads your Stripe accounts, Xero or MYOB, bank feed and CRM, and tells you every Monday whether you are ahead of the goal you set. Its agents draft the bookkeeping, forecasts and follow-up emails. Nothing goes out until you approve it.

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Cashier· one ongoing chatLive
Are we on track for the year?
Earned $412K of your $1M goal. 41% done with 54% of the year gone, so 13 points behind. Pipeline covers it if 3 of 7 proposals close.From 4 Stripe accounts, Xero and your pipeline · forecast in grey · pace in green
Sales coach drafted 3 follow-ups for proposals over $20KApprove
Ask Cashier anything
Works with the tools you already use
StripeXeroMYOBQuickBooksHubSpotPipedriveGoogle SheetsExcelGoogle DriveMeta AdsGoogle AdsPayPalSquareSalesforceVercel AI GatewayAmazon BedrockMCPStripeXeroMYOBQuickBooksHubSpotPipedriveGoogle SheetsExcelGoogle DriveMeta AdsGoogle AdsPayPalSquareSalesforceVercel AI GatewayAmazon BedrockMCP
The problem

Checking the year's goal shouldn't eat your Monday morning.

Revenue sits in Stripe, costs in Xero, deals in a CRM and your goal in a spreadsheet. To see how you are doing, you open each one and add it up by hand. Most people only do it once a quarter.

Monday morning, todayOpen six tools and add it up
1Stripe, account 1 of 4Revenue this month4 min
2Stripe, accounts 2 to 4Same again, three more times9 min
3XeroCosts and unpaid invoices6 min
4BankCash in the account3 min
5HubSpotDeals likely to close5 min
6Goals spreadsheetPaste it all in, do the maths7 min
Time spent34 min
The answer you get: "Probably fine?"
Monday morning, with CashierAsk one question
Are we on track this month?
CashierYes, slightly ahead. $86,400 earned across all 4 Stripe accounts, 104% of this month's target. $15,200 is still unpaid in Xero. Cash in the bank is $142,000, and $38,000 of deals are expected to close this month.
Time spent10 sec
The cost of doing it by hand

How much time do you spend pulling numbers together?

Answer three questions. The chart shows the hours and money you spend each year, by hand and with Cashier.

1. How many apps hold your money data?Stripe accounts, accounting, bank, CRM, spreadsheets
2. Hours a week spent checking and adding them upExports, spreadsheets, chasing numbers
3. What an hour of your time is worthYour rate, or what you'd pay someone

You spend about 312 hours a year pulling numbers together. That is 8.2 working weeks, worth $62,400.

By hand312 hours · $62,400 a year
With Cashier12 hours + plan · $3,012 a year
Time back each year
300 hrs
Money back each year
$59,388
Assumes 48 working weeks, about 15 minutes a week to review Cashier's Monday summary, and the Business plan billed annually ($611.88). Your numbers will differ.
The signs

Signs Cashier would help you

Tick the ones that are true for you.

0of 8

Tick the ones that sound familiar.

How it works

Setup takes one sitting

Connect your apps, set a goal, and let AI agents handle the routine finance work. You approve anything that changes your data or sends a message.

Step 1

Connect what you have

Link Stripe, Xero, MYOB, your bank, CRM and spreadsheets. Or type numbers into the chat. Apps are read only unless you allow changes.

Step 2

Tell it the number

Set a revenue, profit or cash goal. Cashier calculates progress from your real transactions and shows if you are ahead or behind.

Posted 14 receipts to XeroApproved
3 follow-ups sentApproved
Q3 forecast updatedDone
Step 3

Approve what the agents draft

Agents code receipts, update forecasts, draft follow-up emails and build reports. Each action waits for your approval.

People and agents together

Invite your staff and accountant to work alongside the agents.

Add team members with roles, and your accountant or bookkeeper as a free guest. They can join any chat, review approvals and see the same live numbers your agents use.

Cashier for accountants
Month-end close2 people · 2 agents
Bookkeeper62 receipts coded. 2 need a category.
AC
Your accountant · guestBoth are software subscriptions. I've set them and approved the batch.
SL
Sam · operationsThanks. @CFO can you update the forecast?
CFOUpdated. Runway is now 9.6 months.
How you connect

Works with the apps you already use.

Connect 30+ apps, including as many Stripe accounts as you have, your own database or API, and MCP. You can also start without connecting anything and add apps later.

Stripe ×4
Xero
Bank feed
HubSpot
Google Sheets
Meta Ads
Cashier
CFO
Bookkeeper
Sales coach
See all integrations How we keep it safe
What changes

Your week, before and after

Read only by default. Every write waits for you. Your data stays in Sydney, Frankfurt or Virginia, whichever you pick.

Pick a view

Mon: export Stripe CSVs, paste into the sheet
Tue: chase two invoices you forgot about
Wed: work out by hand whether you can afford the hire
Thu: shoebox of receipts, again
Fri: no idea if it was a good week
Who it is for

Who uses Cashier, and what they ask it.

Founders and operators

You run one business with many moving parts.

Goal, pace and runway in a quick look
Pipeline tagged by source
Hire decisions modelled, not guessed
Cashier for founders
Are we on track, and can I afford to hire in March?
Here is what I see, with the numbers behind it. Want a page you can share?
Example story

How a 6-person agency tracks 3 Stripe accounts against one goal.

How a typical agency workspace is set up in Cashier: goals by client, a pipeline that tags every source, and a Bookkeeper that clears receipts weekly.

3 → 1

Stripe views

Weekly

not quarterly

5 min

Monday review

Read the story Illustrative example based on a typical setup.
Q3 at 92% of goal
Referrals: 41% of revenue
62 receipts cleared
Runway 11 months
How we get there

What happens in your first 90 days.

Day 1

Sign up, name the workspace, tell Cashier your goal. Connect one app or none.

Week 1

Money flows in from your apps. Cashier shows pace against the goal. You add a specialist or two.

Month 1

Receipts are cleared weekly, follow-ups go out on time, the Monday review takes five minutes.

Quarter 1

You have three forecasts, base, slip and upside, and your accountant gets the books before the BAS deadline.

Pricing

Plans from $29.99 a month, AI included.

Personal
For one person and a side business
$29.99/ month
Billed monthly. Switch to annual and save 15%.Join the waitlist
BusinessRecommended
For founders running one or more businesses
$59.99/ month
Billed monthly. Switch to annual and save 15%.Join the waitlist
Team
For teams sharing pipelines and approvals
$99.99/ month
Billed monthly. Switch to annual and save 15%.Join the waitlist
Compare every plan and feature
Trust

How we protect your data.

Security and privacy
Approvals by defaultNo write, send or spend without you
Read-only appsUntil you allow more
Your regionSydney, Frankfurt or Virginia
Never trains modelsManaged AI or your own keys
GDPR readyExport or delete, any time
Two-step and passkeysSSO on Enterprise
Questions

Questions before you sign up

More on the blog

No. It sits above your accounting app. Xero, MYOB or QuickBooks stay the record. Cashier reads them, plans with you, and prepares changes you approve.

Set your first goal in the next five minutes.

Every plan starts with 7 days free and AI included. Most people are set up in about five minutes.

Join the waitlist See the platform