One connection per tool
Link each source once: bank, Stripe, Ramp, Brex, Gusto, QuickBooks and the rest. CX Cash handles the sync after that, so there's no export to schedule and no file to rebuild every week.
Integrations
Connect every financial tool you run on, and watch the data flow into one place
CX Cash links your banks, billing, cards, payroll and ledger with one connection each, then pulls balances, charges and runs automatically so the figures you report are the figures in your accounts.
CX Cash
Sources connected
7 / 8
Last sync
4 min ago
Accounts pulled
11
Needs attention
1
Mercury
Operating bank
Connected
Stripe
Billing & revenue
Connected
Ramp
Cards & spend
Connected
Brex
Cards & reserve
Connected
Gusto
Payroll
Connected
QuickBooks
General ledger
Syncing
Wise
FX accounts
Connected
Plaid
Bank data
Reauth needed
Your numbers live in eight different logins
Cash is in Mercury, revenue runs through Stripe, spend sits in Ramp and Brex, payroll posts in Gusto, and the ledger lives in QuickBooks. To get one current picture, someone exports from each tool, lines up the formats, and pastes it together. By the time the file is built a charge has settled and a payroll run has cleared, so the view is already behind. You make decisions on a snapshot that stopped being true an hour ago.
What you can do
Balances, charges and runs, pulled together
Bank balances, Stripe revenue, card spend and payroll all land in the same place and stay tied to the right account, so cash, revenue and burn read off one source instead of eight.
Connection status you can see
Every source shows a live dot: connected, syncing, or needs a reauth. When a token expires you find out on the dashboard, not three days later when a number looks wrong.
New tools added in minutes
Adding a source is a single authorize step. Connect a new card program or a second bank and its accounts show up in the same consolidated view right away.
8 sources
in one connected view
1 click
to authorize each tool
Live
status dot per connection
Onboard in three steps
- 01
Authorize each source
Click connect on your bank, billing, card, payroll and ledger tools and approve access. There's no spreadsheet template to fill in and no field mapping to maintain.
- 02
Data syncs on its own
CX Cash pulls balances, charges, spend and payroll on a schedule and ties each record to the right account, so the numbers refresh without anyone exporting a thing.
- 03
Work from one current view
Open the dashboard and read cash, revenue and burn off the same connected data, with a status dot per source telling you everything is live.
Early access
Be first to use Fintech integrations
Drop your email — we'll invite you to test Fintech integrations with your own numbers and tell you the moment it's live. No spam.
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Questions
Which tools can I connect? +
The fintech and finance tools founders actually run on: banks like Mercury and SVB, Stripe for billing, Ramp and Brex for cards and spend, Gusto for payroll, Wise for FX, and QuickBooks for the ledger. Each connects once, then syncs on its own.
How do the connections stay current? +
CX Cash pulls from each source on a schedule and refreshes balances, charges, spend and payroll automatically. You don't export or re-import anything, and the dashboard reflects what's in the source rather than your last manual pull.
What happens when a connection breaks? +
The source's status dot turns red and the tile reads needs a reauth, so you can reconnect in a click. You see the break on the dashboard instead of finding it when a downstream number stops adding up.
Is my data read-only? +
Yes. CX Cash reads balances and transactions to build your reporting view. It does not move money or post entries back into your bank, billing or ledger tools.
How long does it take to add a new tool? +
A single authorize step. Connect a new card program or a second bank account and its data flows into the same consolidated view within minutes, with nothing to map by hand.