# cashwise Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about cashwise Software - reviews, pricing plans, popular comparisons to other Financial Management products and more. Source: https://www.capterra.com/p/10048590/cashwise --- # cashwise Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[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 \- Starting price Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://cashwise.fyi/&name=cashwise) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 cashwise 9 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Create budgets based on historical data and future projections Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Graphical representation of data Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Generate reports to assess the financial performance of an organization Predict future data based on historical data sets Estimate or forecast of a future scenario based on the study of present trends 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.