Your weekly cash brief, built from your bank activity.
CashBrief.ai reads the business bank activity you connect, suggests categories, shows you anything unclear, and gives you weekly cash reports plus CPA-ready exports you can review.
I authorize CashBrief.ai to connect to the business bank/card accounts I choose through Plaid, import transaction activity, suggest categories, show me unclear items, and generate cash reports and CPA exports for my review. I agree to CashBrief.ai's terms and privacy policy. I am responsible for reviewing categories, answering questions, and confirming final accounting/tax treatment with my own professionals. CashBrief.ai is software, not a bookkeeping, tax, legal, payroll, investment, or CPA service.
Start plan
Payment is the next step before bank connection.
Connect your bank
Use the secure Plaid window to connect the account CashBrief.ai should read for reports.
Complete the profile to start onboarding.