Solutions
Close the books with fewer cash surprises for SMB clients
Surface proactive cash warnings at close — structured signals for teams that need faster controller review without another manual workbook.
Controllers often discover cash issues after journals are locked, when the only lever left is an awkward client call. Pushing warnings earlier — with explainable JSON drivers — gives advisory and software teams room to act before ACH failures cascade into payroll misses.
Why close week benefits from API speed
Batch jobs that finish in minutes let nightly close pipelines insert cash checks without extending human shifts. JSON outputs slot into existing exception queues your staff already monitors.
Cashytics endpoints are POST-based so schedulers can fan out per entity without bespoke parsers for each legacy GL export format you support.
Differentiation for mid-market suites
Workflow breadth wins early deals; cash intelligence differentiates renewals. Shipping analytics via HTTP avoids services-heavy engagements that break margin for SMB ARPU.
Position warnings as proactive advisory value rather than reactive alerts to align with firm branding.
Mapping GL exports to the documented envelope
Start from the schema reference and map trial balance extracts into `transactions` and `balances` fields. Validate edge cases (negative accruals, cross-month reversals) in the playground before you expose the feature broadly.
Client communication templates
Use narrative text as first drafts for client emails, but require human approval for regulated advice markets. Store JSON alongside sent communications for audit trails.