Bonsai is an all-in-one business management platform for freelancers and service teams, covering CRM, proposals, contracts, invoicing, time tracking, and expenses.
About CashManager
What is CashManager?
CashManager is a financial tool that helps small business owners track their cash flow by linking bank accounts, creating invoices, and monitoring expenses in one place.
What problem does it solve?
It eliminates the guesswork of financial planning by providing real-time visibility into cash inflows and outflows, helping you avoid overdrafts and make informed spending decisions.
Who is it for?
It is best for freelancers, contractors, and small businesses with simple to moderate transaction volume. It is not designed for large enterprises requiring complex multi-entity consolidation or advanced inventory management.
Real use cases
Use it to forecast next month's cash position, send professional invoices, categorize expenses for tax time, and reconcile daily bank transactions with minimal manual effort.
Key features
- Bank Sync — Automatically import and categorize transactions from linked accounts.
- Invoicing — Create and send branded invoices with payment tracking.
- Expense Tracking — Record and categorize business spending on the go.
- Cash Flow Forecasts — Project future balances based on pending invoices and bills.
- Reporting — Generate profit & loss and cash position reports in one click.
SaaSpartout Score
Editorial score from our review methodology — not user ratings.
CashManager Pricing
CashManager pricing: from $7.99/mo.
For comparison: the median starting price in Finance & Accounting is $19/month, measured across 129 tools we track. See the full SaaS Pricing Index →
Starter
At $7.99 per month (billed annually) — includes 1 bank account, basic invoicing, and expense tracking.
Growth
At $14.99 per month — includes unlimited bank accounts, advanced forecasting, and multi-user access.
Free Trial
All plans come with a 30-day free trial, no credit card required.
