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    AutoPilot Cash

    Build your AI finance team in minutes.

    Stop managing spreadsheets and chasing invoices. Bring cash visibility, forecasting, finance assistants, and governed work into one operating experience.

    AutoPilot Cash Agent Builder product preview

    13-week cash visibility

    Human review and control

    Web, iOS, and Android access

    Finance operating loop

    See the position. Understand the change. Decide what happens next.

    01

    See

    Bring cash, transactions, customer invoices, supplier bills, and priority risks into one view.

    02

    Plan

    Look 13 weeks ahead, review drivers, and test scenarios before a decision becomes urgent.

    03

    Govern

    Use bounded AI assistance, human approvals, roles, and activity history to keep work controlled.

    Selected capabilities

    Enough detail to understand the value. A tailored walkthrough for everything else.

    Available core

    Cash command center

    See cash position, transactions, customer invoices, supplier bills, risks, and priority work in one operating view.

    Available core

    13-week visibility

    Look ahead across expected inflows and outflows, then explore scenarios before a cash decision becomes urgent.

    Available core

    Organization-grounded AI

    Ask finance questions in plain language and receive bounded answers grounded in your authorized workspace data.

    Controlled preview

    Configurable finance assistants

    Shape finance assistants around AR, AP, cash analysis, reporting, and control responsibilities with testing and versioning.

    Controlled preview

    Governed workflows

    Design workflow and rule automation with human review, approvals, activity history, and operational controls.

    Controlled preview

    Documents and information requests

    Collect supporting information, review extracted finance data, and keep documents connected to operational work.

    Preview capabilities are introduced through controlled rollout and may require product or implementation review.

    Agent Studio

    Build your accounting and finance team in minutes.

    Configure, test, version, and govern finance assistants around the work your team needs to understand. Advanced capabilities are introduced through controlled rollout.

    Shape read-oriented finance assistants for AR, AP, cash analysis, control, and reporting

    Draft responsibilities and risk boundaries, then test behavior before wider use

    Version assistant profiles and review governed activity in one workspace

    Keep people responsible through roles, approvals, and visible activity history

    AutoPilot Cash Agent Builder product preview

    Start with bounded finance assistance, then explore broader workflows and approvals with the AutoPilot team.

    Mobile App

    Run your business from anywhere.

    Check cash, review priority work, and talk to your team from anywhere. The mobile companion is available on iOS and Android.

    AutoPilot Cash mobile Team Chat product preview

    Team Chat

    Talk to AI agents and your team

    AutoPilot Cash mobile Today product preview

    Today

    Your daily cash position at a glance

    AutoPilot Cash mobile Actions product preview

    Actions

    Review priority finance work

    AutoPilot Cash mobile Insights product preview

    Insights

    Spot trends, risks, and opportunities

    Cloud plans and enterprise delivery

    Start small. Add capability when the work demands it.

    Choose cloud self-service for a straightforward finance operation. Complex controls, integrations, and deployment models are scoped with our enterprise team.

    Explore the cloud product

    Free

    $0/ month

    Cancel or change at renewal

    • Limited AI usage
    • Core cash visibility
    • 13-week forecast
    • Essential risk signals
    Start free

    Startups and small teams

    Junior Accountant

    $299/ month

    Cancel or change at renewal

    • Two configurable finance assistants
    • Up to 500 AI tasks each month
    • Cash, AR, and AP operating views
    • Up to three branches
    Choose Junior Accountant
    Most popular

    Growing finance operations

    Finance Team

    $999/ month

    Cancel or change at renewal

    • Configurable finance team
    • Up to 5,000 AI tasks each month
    • Scenarios and governed workflows
    • Up to 100 users
    Choose Finance Team

    Banks and complex organizations

    Enterprise

    Custom

    Scoped to requirements

    • Tailored use cases and controls
    • Private cloud or on-prem design
    • Integration and rollout planning
    • Training and adoption support
    Plan your deployment

    Monthly checkout is subject to onboarding availability. Annual plans use the inquiry flow until verified annual checkout links are enabled.

    Want to see the product against your finance workflow?

    Share the decision, process, or reporting challenge. We will focus the conversation on the most relevant product experience.

    Request a tailored demo