Features
Everything CX Cash does, page by page — built for founders and the investors who back them.
Cash & Treasury Management
Cash Flow Forecasting & Projections
FP&A, Reporting & Finance Systems
Fintech integrations
Connect your bank, Stripe, Ramp, Brex, Gusto and QuickBooks once, and CX Cash keeps every balance, charge and payroll run flowing in so your numbers stay current without a manual export.
Explore →QuickBooks Online sync
Connect QuickBooks Online to CX Cash once and your chart of accounts, balances and transactions flow in on their own. No more exporting CSVs every Monday and pasting them into a model.
Explore →P&L analysis
Read your P&L line by line with actuals next to budget and the dollar and percent variance on every row, so you find what moved before someone in the meeting asks why gross margin slipped.
Explore →Budgeting, Spend & Working Capital
Financial Modeling, Scenario Planning & Risk
SaaS Metrics & Unit Economics
Net revenue retention & cohorts
Watch net revenue retention build cohort by cohort, with churn and expansion split out, so you can see whether your existing base grows itself before a single new logo lands.
Explore →Churn breakdowns
Split churn into logo and revenue, by segment, so you can tell whether you're losing small accounts or real ARR. Know which churn is actually hurting before you spend a quarter fixing the wrong one.
Explore →Fully-loaded CAC analysis
Build CAC the way investors read it: ad spend plus sales and marketing salaries, tools and overhead, split by channel. See the blended number and the paid-only number side by side so nothing hides.
Explore →MRR growth tracking
Watch MRR and month-over-month growth update as billing changes, with a bridge that splits new, expansion, contraction and churned so you know what actually moved the number.
Explore →Rule of 40 analysis
Track the Rule of 40, growth plus margin, live, with the month-over-month trend and the growth-vs-margin split investors ask about. Know where you stand before the board does.
Explore →Startup Fundraising, Runway & Equity
Cap table & dilution
Model the round before you sign it: see exactly what your stake becomes post-money, who holds what, and how the option pool top-up moves the math. Holders and ownership percentages stay current as terms change.
Explore →Runway and burn multiple tracker
Watch your runway, net monthly burn and burn multiple update as cash moves, with the exact zero-cash date on screen, so you raise or cut with months to spare instead of weeks.
Explore →