CashGPS Reviews & Product Details

Keep your clients on budget every day. CashGPS is daily cash flow management for fractional CFOs, controllers, and CAS firms who manage cash for one small business or an entire portfolio of clients. Daily budgets project tomorrow's balance across checking, credit cards, and lines of credit, so owners avoid cash crunches. They see it every day on their phone, so your plan holds between meetings. Built for the advisor managing small business clients: - Set each client's budgets and guardrails once, then track plan vs. actual every day - See every client's cash position and runway in real time from one dashboard - Put a daily cash flow roadmap and spending limits in the owner's pocket - Run the platform through Claude or ChatGPT with a purpose-built MCP server Give small business owners the visibility and accountability they need to succeed, and turn daily cash flow management into a recurring service your firm can scale.