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Cashboard

Turn AI into a trusted FP&A machine

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Cashboard is a semantic layer for finance data that stores the data, metrics, mappings, and permissions AI models need, exposed through a single MCP. It addresses the problem of AI tools producing inconsistent answers when they lack governed definitions, current data, and access controls.

The platform includes a Data Dictionary, Data Models, Report Library, and row- and column-level Permissions, with integrations to tools such as NetSuite, ADP, HubSpot, Ramp, Stripe, Snowflake, Salesforce, and Workday Adaptive Planning. It is accessible through Claude and ChatGPT via MCP, self-serve dashboards, and an Excel add-in, and supports agent workflows for recurring finance tasks. Security features include SOC 2 Type II compliance, admin controls, and SSO.

Cashboard is aimed at finance teams and FP&A functions. It offers a free plan with limited members and storage, alongside paid tiers that add more members, storage, advanced analytics, API access, and advanced security features. Onboarding is provided as a free professional service.

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