--- title: "cashwise Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about cashwise Software - reviews, pricing plans, popular comparisons to other Financial Management products and more." source_url: "https://www.capterra.com/p/10048590/cashwise/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # cashwise Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) cashwise ## What is cashwise? cashwise gives small business owners a clear picture of their cash position without QuickBooks or any accounting software. Upload a CSV from your business bank account and get an AI-powered 13-week cash flow forecast in minutes — plus a 1-year projection for businesses with longer history. Who it's for: small business owners with 1–10 employees — trades contractors, restaurants, retail shops, freelancers — who need to know if they'll have enough to cover payroll or upcoming expenses. Key features: 13-week forecast and 1-year projection, AI transaction categorization, revenue concentration risk alerts, what-if scenario planning, Cash Flow Statement with CSV download, and plain-English AI financial narrative. What makes it different: every competitor — Float, Fathom, LivePlan, Cash Flow Frog — requires connected accounting software. cashwise requires only a bank CSV. No setup. No integrations. No ongoing maintenance. ## What is cashwise used for? [Financial Management](https://www.capterra.com/financial-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for cashwise?[Manage this product listing](https://www.g2.com/products/cashwise-cashwise/claim_requests/new?auto=true) ## FAQs about cashwise Overview ### What company size and specific industries is cashwise built for? cashwise is designed for small businesses with 1 to 10 employees that need cash flow visibility without accounting software. It is suited to contractors, restaurants, retail businesses, service businesses, and freelancers that want a simple way to track cash flow. Features and Usability ### What are the key features of cashwise? cashwise offers accounting, budgeting and forecasting, cash management, and financial reporting for tracking and planning finances. It also includes What If Scenarios, predictive analytics, projections, transaction history, financial analysis, and data visualization to model outcomes, review past activity, and present financial data in charts and reports. Getting Started and Support ### What training and onboarding options does cashwise offer? cashwise provides documentation for teams that need written reference material during setup and early use. Documentation can support self-paced learning, help users review features, and serve as a guide for checking steps and product details as needed. Getting Started and Support ### What customer support options does cashwise offer? cashwise provides Email/Help Desk support. User feedback on support quality is not available in the catalog data, so no claims can be made about response times, helpfulness, or common issues. The listed channel is the only support option shown for cashwise. ## Features AI summary Based on 1,574 Financial Management reviews Capterra data shows that buyers of Financial Management software rank the following features as their top priorities: - **General Ledger** (**59%** of reviewers rated this feature as critical) - **Financial Reporting** (**49%**) - **Accounting** (**61%**) cashwise includes **Financial Reporting** but does not offer **General Ledger** or **Accounting**. Its **Financial Reporting** feature gives teams a clear view of financial performance, making it easier to track results, review trends, and support better planning and decision-making over time, helping businesses monitor financial health with greater confidence. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Budgeting/Forecasting Create budgets based on historical data and future projections Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Data Visualization Graphical representation of data Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Financial Reporting Generate reports to assess the financial performance of an organization cashwise 10 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Data Visualization: Graphical representation of data - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Reporting: Generate reports to assess the financial performance of an organization - Predictive Analytics: Predict future data based on historical data sets - Projections: Estimate or forecast of a future scenario based on the study of present trends - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version Free Early Access $0.00 Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.