Cashvue

What Cashvue is

Cashvue is a web application for managing, forecasting and tracking business cash flow. Users can enter recurring items and project future cash activity with ascending or descending formulas. It tracks upcoming accounts receivable and payable, as well as confirmed and unconfirmed cash transactions, by status. Filterable charts and visualizations present cash figures, including a bubble timeline showing amounts and categories. Cash summaries can be viewed daily, monthly, quarterly or yearly, with filters such as category, payee, dates, tags and reconciliation. Support materials describe bulk entry and table exports for use in a spreadsheet. Businesses can invite collaborators and assign permission levels. Cashvue identifies bookkeepers, accounting staff, managers, sales teams and others making frequent cash decisions as core users. The company says it uses SSL hosting and encrypts data between users’ computers and its servers; its privacy policy also says it cannot guarantee absolute security of personal information. The Public beta plan is free while Cashvue remains in public beta.

Who it suits

Cashvue may suit bookkeepers, accounting staff, managers and sales teams who make frequent cash decisions and need to track or forecast business cash flow.

Limits

The Public beta plan is free to use while Cashvue is in public beta. Cashvue's privacy policy says it cannot guarantee absolute security of personal information.

Getting started

1. Visit https://cashvue.com/.
2. Use the Public beta plan, which is free to use while Cashvue is in public beta.
3. Enter cash activity, including repeat entries if needed.
4. Set up forecasts and review transaction statuses and cash summaries.
5. Invite collaborators and set their permission levels.

Verdict

Cashvue brings cash forecasting, status tracking, filtered summaries and collaboration into a web application. Its listed free plan is tied to the public beta, and the privacy policy notes that absolute security cannot be guaranteed.