# Cashboard

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/cashboard-3

- Industry: Software
- Headquarters: Brooklyn, US
- Website: www.cashboard.co/
- Total disclosed funding: $5M
- Latest round: Seed (Jul 22, 2026)
- Investors on record: 2

## About

Cashboard is a US-based company specializing in AI-driven financial planning and analysis tools, enhancing data management and decision-making for finance professionals.Founded in 2022 in Brooklyn, US, Cashboard is dedicated to developing innovative financial planning and analysis solutions. The company has successfully completed 2 deals and recently raised USD 5.00 mn in a Seed funding round, led by FINTOP Capital, bringing its total amount raised to USD 5.00 mn.Cashboard's primary offering is a comprehensive platform designed to streamline financial planning and analysis (FP&A) through the integration of artificial intelligence (AI). The platform serves as a centralized repository, known as the Master Control Panel (MCP), where finance teams can manage data, metrics, mappings, and permissions essential for accurate decision-making. Key functionalities include the transformation of raw data into clean, analysis-ready datasets, as well as the enforcement of granular permissions to ensure data security. The end use cases targeted by Cashboard include enhancing the accuracy of financial metrics like Annual Recurring Revenue (ARR) and Net Revenue Retention (NRR), while also providing real-time, live data from over 900 integrations with commonly used tools. Cashboard caters to a diverse clientele, including finance teams, company leaders, and AI agents, across various industries in the United States and Europe, among other geographical markets.Cashboard’s revenue model primarily revolves around subscription-based services provided to businesses seeking efficient FP&A solutions. Clients engage with the platform through a structured pricing plan that encompasses access to the MCP and its accompanying features, such as data integration and reporting capabilities. Revenue is generated through ongoing subscriptions, which may vary based on the specific modules and services utilized by each client. The company’s offerings, which are designed to facilitate recurring finance workflows, ensure that clients can continuously access updated data and insights essential for strategic decision-making. This model allows Cashboard to establish long-term partnerships with its customers, reinforcing the value of the platform in managing financial operations effectively.Cashboard plans to leverage its recent Seed funding of USD 5.00 mn to enhance product development and support its expansion into new markets. The company is developing additional features for its platform to be launched in the upcoming quarters, aiming to improve user experience and capabilities. Additionally, Cashboard intends to extend its reach into the European market by the end of 2024, focusing on key financial centers to establish a stronger foothold.

## Funding rounds

- Seed, Jul 22, 2026, $5M — TTV Capital, FINTOP Capital

## Investors

- TTV Capital (https://capitalatlas.ai/funds/ttv-capital) — Seed
- FINTOP Capital (https://capitalatlas.ai/funds/fintop-capital) — Seed