Platform Features

Every Tool You Need for Cash Flow Mastery

From real-time visibility to AI-powered forecasting and smart automation, ProactiveCash gives your finance team everything they need in one platform.

Visibility

Real-Time Cash Position

See your consolidated cash position across every bank account and entity, updated in real time. No more spreadsheets, no more guessing.

  • Live dashboard showing total cash, receivables, and payables
  • Auto-sync with bank accounts via Plaid
  • Multi-bank, multi-currency support
  • Historical trend analysis and comparisons

Total Cash Position

$2,847,392

+12.3%

Operating

$1.2M

Receivables

$892K

Payables

$431K

AI Forecasting

AI-Powered Forecasting

Machine-learning models trained on your historical data deliver accurate cash flow predictions with confidence intervals and scenario analysis.

  • Prophet & XGBoost models for prediction
  • 5-day, 13-week, and 12-month forecast horizons
  • Confidence bands and scenario analysis
  • Cash runway calculator with burn rate tracking

13-Week Forecast

Cash Flow Projection

AI Model
ActualForecast

Runway

18.5 months

Confidence

94.2%

Automation

Smart Automation

Eliminate manual processes with intelligent automation for payments, collections, and reconciliation. Save your team hours every week.

  • Automated payment scheduling and execution
  • Early payment discount optimization
  • AR collection sequences with smart dunning
  • Recurring transaction engine
  • Bank reconciliation with fuzzy matching

Automation Queue

Payment Scheduled

AWS Cloud Services

$12,400

Pending

Early Pay Discount

Office Supply Co.

Save $340

Captured

AR Reminder Sent

Acme Corporation

$28,500

Day 45

Auto-Reconciled

Bank of America

142 txns

Complete
Integrations

Accounting Integration

Connect your accounting software in minutes with OAuth-based integrations. Two-way sync keeps everything current automatically.

  • QuickBooks, Sage Intacct, and NetSuite supported
  • One-click OAuth connection setup
  • Automatic data sync every 15 minutes
  • Two-way reconciliation and validation

Connected Systems

QuickBooks Online

Last synced 2 min ago

Connected

Sage Intacct

Last synced 5 min ago

Connected

NetSuite

Last synced 12 min ago

Connected
Intelligence

Working Capital Intelligence

Deep insights into your working capital metrics with AI-powered explanations for forecast variances and actionable recommendations.

  • DSO, DPO, and CCC dashboards
  • Vendor spend analysis and optimization
  • Customer profitability insights
  • Forecast variance analysis with AI explanations

Working Capital Metrics

DSO

34 days

-5 days

DPO

42 days

+3 days

CCC

28 days

-8 days

AI Insight

DSO improved 12% this quarter due to automated collection sequences targeting invoices over $10K.

Security

Enterprise Security

Your financial data is protected by bank-grade security measures. We take security seriously so you can focus on your business.

  • Schema-per-tenant database isolation
  • AES-256-GCM encryption at rest
  • RBAC with 5 default roles
  • Complete audit logging
  • MFA and SSO support
  • SOC 2 compliance ready

Security Dashboard

Encryption
AES-256-GCM
Tenant Isolation
Schema-per-tenant
Access Control
RBAC Active
Audit Logging
All events captured
MFA
Enabled (TOTP)

Start Your Free Trial

Join thousands of finance teams already using ProactiveCash to master their cash flow.

Free 14-day trial · No credit card required · Setup in 5 minutes