Cashboard · Jul 2026
Official seed-round announcement: $5M led by FINTOP with participation from TTV Capital, bringing total funding to $6.9M and emphasizing the product as a governed semantic layer for finance.
Company research
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Overview
Cashboard is a New York-based, YC-backed AI-native FP&A platform that acts as a governed semantic layer for finance teams, centralizing live data, metrics, mappings, and permissions so AI tools like Claude and ChatGPT can produce trusted finance outputs instead of ad hoc guesses.
Primary product
AI-native FP&A platform / semantic layer for finance
Founded
2021
Headquarters
New York, New York, United States
Team size
1-10
Industry
Software Development
Sub-industry
AI-native financial planning and analysis (FP&A) software
Offices
Toronto, ON, Canada
Bellevue, WA, United States
Jakarta, Indonesia
Business model
SaaS subscription
professional services onboarding
enterprise software
Funding
People & investors
Leadership
Founder & CEO
Work & culture
Public recruiting copy describes Cashboard as a small, dynamic startup focused on innovation, collaboration, continuous learning, ownership, and open communication. The product website also emphasizes hands-on, white-glove customer support rather than a large self-serve model.
Compensation
No public salary bands or compensation information were found, and the careers page showed no open roles as of 2026-07-29.
Product & market
Pricing
Public evidence indicates a SaaS subscription model; onboarding is offered as a free professional service, but no public price sheet was found.
Differentiators
- —Single governed semantic layer for finance
- —Exposed through a single MCP for Claude/ChatGPT and other tools
- —900+ integrations across ERP, CRM, HRIS, spreadsheets, and warehouses
- —Finance-owned mappings, metric definitions, and permissions
- —Row- and column-level access controls that travel with the data
- —White-glove onboarding and dedicated Slack support
- —Excel add-in plus dashboards for both analysts and leadership
Technology
MCP
Claude
ChatGPT
Slack
Excel
NetSuite
Salesforce
HubSpot
Snowflake
QuickBooks
ADP Workforce Now
Ramp
Stripe
PostgreSQL
AWS RDS
React
Django
Terraform
Docker
Google Cloud
Customers
CFOs and finance teams
Healthcare companies
Manufacturing companies
Logistics companies
Energy companies
PE-backed companies
Alpine Energy Services
Competitors
Anaplan
Workday Adaptive Planning
Vena
Planful
Datarails
Pigment
Cube
Scale & contact
Estimated revenue
≈$900K ARR (2024 estimate)
Estimated monthly visits
1.3K
Traffic estimate as of Jul 2026
Latest news
Axios · Jul 2026
Axios reported the financing and described Cashboard as helping CFOs use AI to analyze company financial data.
Dealroom · Jul 2026
Dealroom framed Cashboard as a New York startup building a semantic layer between finance data and AI, and noted the round was led by FINTOP Capital with prior pre-seed backing from TTV Capital.
Mondaq / Lowenstein Sandler press release · Jul 2026
Law-firm press release on FINTOP's lead role in the seed round and the company’s $6.9M total funding after the financing.
Cashboard Substack · Jun 2026
Cashboard's founder/CEO used the post to position the publication and explain his background as founder and CEO of the FP&A product.
Jobs and careers at Cashboard
0 jobs at Cashboard
No open positions
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