A threshold on every category
Set a budget for marketing, engineering, sales, G&A, whatever you track, and pick the percentage over plan that should trip an alert. Ten percent on one line, zero tolerance on another. The rule is yours per category.
Budgeting
Catch a budget line going over the day it happens, not three weeks later at close
CX Cash tracks actual spend against your budget for every category and fires an alert to Slack and email the moment a line crosses the threshold you set.
CX Cash
Budget · June
$486K
Actual to date
$471K
Net variance
-$15K
Categories over
2
Alert · Marketing 18% over budget
▲ +$13.0KTriggered today when the HubSpot annual renewal posted. Threshold set at 10%.
| Category | Budget | Actual | Variance |
|---|---|---|---|
| Marketing | $72K | $85K | +18% |
| Engineering | $210K | $224K | +7% |
| Sales | $96K | $88K | -8% |
| G&A | $54K | $49K | -9% |
| Contractors | $54K | $25K | -54% |
Over budget ▲ +18% Under budget ▼ -54% Alerts fire to Slack and email the moment a category crosses its line.
By the time the variance shows up in close, the money is already spent
Most teams find out they blew a budget category three weeks after the month ends, when finance finally reconciles the numbers and the variance report lands. There is nothing to do at that point but explain it. The vendor got paid, the contractor cleared, the renewal auto-charged. Knowing in July that you went 18% over on marketing in June does not help you in June, which is the only time it would have mattered.
What you can do
Alerts the day the line crosses
When actual spend passes the threshold, CX Cash sends the alert to Slack and email right then, with the category, the dollar amount over, and what posted to push it there. You hear about it while you can still act, not at close.
Budget vs actual, always current
The whole budget sits in one view with actual against plan for every category and the variance in dollars and percent. It updates as transactions land, so there is no monthly rebuild and no stale sheet to chase.
Over and under, side by side
Lines running hot and lines with room to spare show up together, so a category 54% under can fund one that is over without you hunting through five tabs to find the slack.
Per category
thresholds you set yourself
Same day
alerts when a line goes over
Slack + email
where the alert lands
Onboard in three steps
- 01
Set your budget
Enter a monthly budget per category, or import the plan you already built, and set the over-plan threshold that should trigger an alert for each line.
- 02
Connect your spend
Link your bank, cards, and accounting so actuals flow in on their own. CX Cash maps each transaction to its category with nothing for you to re-key.
- 03
Get pinged when a line goes over
As spend posts, CX Cash checks it against every threshold and sends a Slack message and email the instant a category crosses, so you act in the same week, not next month.
Early access
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Questions
When does an alert actually fire? +
The moment a category's actual spend crosses the threshold you set for it. CX Cash checks each transaction as it posts against your budget, so the alert goes out the day the line goes over rather than waiting for month-end.
Where do the alerts go? +
Slack and email. The message names the category, the dollar amount over budget, and the transaction that tipped it past the line, so you can see what happened without opening the app.
Can I set a different threshold per category? +
Yes. Each budget line carries its own over-plan percentage. You might allow marketing 10% of headroom and hold contractors to zero. CX Cash applies each rule independently.
How current is the budget vs actual view? +
It updates as transactions land from your connected bank, cards, and accounting, so the variance you see reflects what has posted rather than where things stood at the last manual refresh.
Do I have to rebuild the budget every month? +
No. You set the budget once and it carries forward. You can adjust a category or its threshold anytime, but there is no monthly rebuild and no spreadsheet to maintain by hand.