AI-Powered Finance Operations

Your finance department runs on autopilot.

CashLayer automates transaction classification, month-end close, and cash forecasting for $1M–$10M businesses. Replace your bookkeeper. Get CFO-level intelligence.

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The Problem

You're spending $4–12K/month on finance — and still flying blind.

$1M–$10M businesses cobble together bookkeepers, CPAs, and fractional CFOs. The result: slow close, no real-time visibility, and decisions made on stale data.

No cash visibility

You check your bank account every morning and hope the number makes sense. No forecast, no aging analysis, no early warning system.

Close takes forever

Month-end stretches to 15+ days. By the time you get numbers, they're already stale. Decisions cannot wait that long.

Everything is manual

Your bookkeeper reviews every transaction. Your CPA catches errors quarterly. Nobody is automating the routine work.

No unified system

QuickBooks, spreadsheets, a CPA's Google Sheet — three disconnected sources of truth that never reconcile cleanly.

What businesses spend

All that spend — and still no clarity.

The average $5M company pays $4K–$12K/month across multiple finance tools and people. CashLayer replaces all of it.

Outsourced bookkeeping $1,500–$4,000

CPA / tax firm (monthly) $500–$2,000

Fractional CFO $3,000–$8,000

FP&A analyst $5,000–$8,000

Total (typical) $4,000–$12,000/mo

What CashLayer costs

$2,500

per month · Starter plan

No per-transaction fees.
No surprise charges.
One price for your entire finance layer.

What you get

Finance operations that run themselves.

CashLayer connects to QuickBooks, learns your business, and delivers the intelligence a $50M company has — at a price a $5M company can afford.

          
Daily Cash Brief
AI-generated cash position delivered to your inbox or Slack every morning. AR aging, AP obligations, net position, and alerts — all before your first meeting.

          7 AM
          delivered daily

Transaction Intelligence

85%+ of transactions classified automatically using a rules engine that learns from your corrections. You only review the exceptions.

85%+ auto-classified

Close Automation

Journal entries prepared automatically. Benefits reconciliation, loan splits, and prepaid amortization — all queued for your review with one-click approval.

5-day close target

Cash Forecasting

13-week rolling cash forecast built from real bank data, AR/AP aging, and historical patterns. Updated daily. See problems 8 weeks before they hit.

13-week horizon

AP Automation

Vendor invoices automatically extracted from email, matched to vendors, and posted to QuickBooks. PDF attached. No manual entry.

$0 manual entry

Gets Smarter Over Time

Every correction teaches the system. After three consistent classifications, a new rule is created automatically. Your exception queue shrinks every week.

Self- improving

How it works

Three steps. Then it runs itself.

CashLayer connects in minutes and starts delivering value on day one. No migration, no disruption, no new software to learn.

Connect your accounts

Link QuickBooks and your bank accounts via Plaid. Read-only access. Bank-grade encryption. Takes under 5 minutes.

We configure your rules

CashLayer learns your chart of accounts, vendor patterns, and recurring transactions. We seed the rules engine for your business in the first week.

Autopilot kicks in

Transactions are classified and posted daily. Journal entries are prepared monthly. You get a morning brief and only touch exceptions. That is it.

Pricing

Simple, transparent pricing.

No per-transaction fees. No surprise charges. One monthly price for your entire finance operations layer.

Starter

Core Operations

For businesses ready to automate the basics and get daily visibility.

$2,500/mo

$5,000 one-time setup

Daily cash brief
Transaction classification
AP bill automation
Slack notifications
Google Sheets reporting

Get Started