CashFlowPilot
AI Financial Forecasting for SMBs
Know your cash position 90 days out. No more surprises.
Connect your bank account. AI analyzes your cash flow patterns, forecasts 30/60/90 days out, and alerts you before cash crunches happen. Built-in AI bookkeeper replaces QuickBooks — auto-categorizes transactions, generates financial statements, and estimates quarterly taxes.
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Cash Dashboard
Real-time cash position across all accounts. Cash health score. 30-day forecast chart. Upcoming inflows and outflows.
Why this tool exists
We analyzed the market and found gaps nobody else was filling.
| Feature | CashFlowPilot | Float | Pulse | Dryrun | Fathom |
|---|---|---|---|---|---|
| AI-Powered Forecasting | |||||
| Bank Account Connection | |||||
| AI Bookkeeper (Auto-categorize) | |||||
| Scenario Modeling | |||||
| Price | $99–499/mo | $59–199/mo | $29–99/mo | $99–399/mo | $49–199/mo |
Transparent pricing
Starter
- 1 business
- 30-day forecasts
- AI briefings
- 5 scenarios/mo
- Email alerts
Pro
- 3 businesses
- 90-day forecasts
- Unlimited scenarios
- Invoice tracking
- Tax prep
- Financial statements
- PDF reports
Business
- Unlimited businesses
- 365-day forecasts
- Multi-entity view
- API access
- Custom alerts
- AI bookkeeper
- Dedicated support
Why I built this
Genevie Guevara
Founder, Gebara.ai
"I watched small business owners check their bank balance every morning like it was a lottery ticket — hoping they had enough to cover payroll. They deserve to see 90 days ahead, not guess day-to-day. CashFlowPilot gives them that visibility without needing a CFO or an accounting degree."
60-second founder intro
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