Import bank + card transactions (CSV or OFX). Categorize automatically. Project the next 13 weeks of cash based on recurring income + recurring bills + seasonality. Surface the surprise-you weeks before they happen. AI advisor answers 'can I afford X' with data. For small businesses whose biggest risk is running out of cash mid-month.
CSV or OFX from your bank + credit cards. Or connect via Plaid on hosted tier. Categorization learns your patterns over time (Stripe deposits, vendor X bills, payroll, rent).
Rolling 13-week cash view. Weekly cash flow in + out + net + running balance. Catch negative weeks 2-3 months out → arrange line of credit, push invoices, defer discretionary spend.
Ask Claude: 'Can I afford a $15K equipment purchase this quarter?' Advisor cross-checks your forecast + runway + seasonality + recent trends. Doesn't replace a CPA — gives you a sanity check before calling them.
Learns monthly rent, quarterly tax payments, annual insurance, seasonality (summer spike for some verticals, winter for others). Factors them into forecasts automatically.
Email/SMS if forecast shows balance below threshold in upcoming weeks. Days of runway visible. Priority on fixing bad weeks early.
Flask + SQLAlchemy. Your transaction data stays on your server. Bank credentials never stored (CSV-based). BYOK Anthropic key.
Hosted plans are early-access. Self-host today; email tim@dangercorn.net to join the waitlist.
cashflowcoach is one of 220+ verticals scaffolded from the same template. Each gets a working skeleton for free; individual ones get promoted to full products as demand surfaces.