Enterprise-grade cash intelligence for growing small businesses.
CashForge gives you real-time cash visibility, accurate forecasts, and powerful what-if scenario planning — all in one simple dashboard.
Dashboard → cashforge.io (Live Demo Available)
No credit card required
Why small businesses choose CashForge
Enterprise treasury and cash management tools cost $300–$2,000+ per month.
Because of this, most growing small businesses are forced to piece together multiple tools and spreadsheets — leading to fragmented data, wasted time, and constant financial stress.
For just $60 per month, CashForge delivers the core capabilities that used to require expensive enterprise systems:
- Real-time visibility across all your accounts
- Accurate cash forecasts and runway tracking
- Interactive what-if scenario planning
- Receivables & payables aging
- Smart tax reserves
Our education-first mission
We don't just give you numbers — we help you truly understand your cash flow and liquidity. CashForge was built with an education-forward approach, empowering small business owners to make confident, strategic decisions.
Dedicated support
Our team is here to help. Every customer gets responsive support from real people who understand small business cash flow challenges. Reach out anytime at ClientServices@cashforge.net.
One clean, intuitive platform purpose-built for small and growing businesses.
Everything you need to master your cash flow
Live multi-account dashboard
Burn rate, runway, and low-cash alerts across every connected account.
30 & 90-day forecasts
Accurate cash projections built from your real transaction history.
Interactive What-If planner
Test hires, equipment, and big spends before you commit.
Budget vs Actual tracking
Catch variance early with automatic alerts when you drift off plan.
Invoice & receivables
Stay on top of who owes you what — and when it's hitting your account.
Quarterly tax reserve
A smart estimator that sets aside the right amount, automatically.
Accountant Export Pack
Polished reports your CPA actually wants — exported in one click.
Secure team access
Role-based permissions so the right people see the right numbers.
From signup to clarity in minutes
Connect your banks
Securely link every account in under 2 minutes with Plaid.
Get instant clarity
Real-time balances, burn rate, runway, and smart forecasts the moment you're in.
Forge better decisions
Run what-if scenarios on hires, gear, and growth bets before you spend.
Simple, honest pricing
One plan. Every feature. No surprises.
Monthly
Flexible month-to-month billing.
Billed monthly · Cancel anytime
- Live multi-account dashboard
- 30 & 90-day cash forecasts
- Interactive What-If planner
- Budget vs Actual tracking
- Invoice & receivables tracking
- Quarterly tax reserve estimator
- Accountant Export Pack
- Secure team access with roles
No credit card required
Annual
Best value — 2 months free.
- Live multi-account dashboard
- 30 & 90-day cash forecasts
- Interactive What-If planner
- Budget vs Actual tracking
- Invoice & receivables tracking
- Quarterly tax reserve estimator
- Accountant Export Pack
- Secure team access with roles
- 2 months free vs. monthly billing
No credit card required · Cancel anytime
Real owners, real results
"CashForge helped me see my real cash position and make a major hiring decision with confidence."
"The scenarios tool is a game changer. I test everything now before I spend."
"Finally a tool that actually understands small business cash flow. Best $60 I spend every month."
Ready to forge your cash into a real asset?
Stop guessing where your money is going. Start your 14-day free trial today.
Start Your 14-Day Free TrialNo credit card required · Cancel anytime