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Get started

  • Quickstart
  • Your first week
  • What you can send
  • Glossary

Cass, your agentic CFO

  • Meet Cass
  • The nightly read
  • Ask in plain words
  • The 24 checks
  • Alerts and emails

Books and integrations

  • Connect your data
  • Integrations
  • Excel and Google Sheets
  • Bank statements
  • Tally
  • Zoho Books
  • Payment and payroll apps

Your diagnosis

  • Overview
  • The fix list
  • The cash planner
  • Cash forecast
  • Customers
  • Spending
  • Calendar
  • Bank and history
  • Investor update

Team, CAs and security

  • Team and roles
  • Working with your CA
  • Security and privacy
  • If a number looks wrong

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Docs/Your diagnosis

Spending

Where the money goes, by category and by vendor, each against the 3 months before.

  • Categories, a month on average, biggest first. Pick one to see the vendors paid under it.
  • The fastest-growing cost, called out.
  • Tools you pay for twice, from the check of the same name.
  • 12 months of money out set against sales, on one ₹ axis.
Open spendingThe sample company's costs, biggest first. No sign-up.→

Updated 14 October 2026

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