CashDirector

CashDirector makes an accounting and finance platform that banks and other financial institutions offer to their small business customers. It is added to an existing online banking service under the bank's own label.

The aim is to help banks win and keep small and medium-sized customers by giving them more than basic payments.

What CashDirector offers

• Virtual CFO platform — real-time accounting and daily financial administration in a single dashboard.
• Document processing — AI and OCR reading of financial documents to cut manual entry.
• Invoicing and quotes — sales invoices, quotations and tax reporting.
• Cash-flow monitoring — forecasting plus tracking of receivables and payables.
• Multibanking — an overview across accounts at several banks.

Who it works with

Banks, lenders, payment firms, insurance agencies, utilities and telecom operators, which then offer the service to their small business users. The platform is adapted to local rules in each market.

Key facts

• Model: partner-label, delivered as a cloud add-on
• Technology: AI-powered accounting automation