For bookkeepers & fractional CFOs

The 13-week cash forecast your SMB clients keep asking you to build in Excel — automated.

Connects to QuickBooks / bank in minutes, delivers a Monday-morning digest email, flags shortfalls before they happen — and you earn 25% on every paid signup for the full first year.

Apply to the partner programSee the client-side demo

Built for firms like CoCountant, FocusCFO, and the fractional CFO shops that already keep the books for ~30-100 SMBs each.

Why bookkeepers partner with CashWise

A foreword for the books you already keep.

The product is built around the pain a bookkeeper hits when a client emails Friday afternoon asking "can we make payroll next month?".

Stop rebuilding forecasts
Drop the Monday-morning Excel rebuild.
You already keep the books. CashWise extends the recurring items you have already posted into a forward 13-week view — so the client’s "do we have enough for payroll?" email is answered before it lands, and you stop spending two hours a week re-cutting what the bank already said.
A tool your clients use
Deliver a decision surface clients actually open.
No more forwarding the same forecast PDF every Monday. Clients get a live dashboard, a weekly digest email, and shortfall alerts when cash looks tight. You stay the trusted advisor — the tool just makes the part clients can run themselves easier.
Revenue share
25% on every paid signup, for the full first year.
Sign up below, get a unique shareable link under /r/<your-firm>, and every paid signup that lands through it earns 25% of their first-year subscription. No cap, no clawback, no monthly minimum — and we do not name-drop your firm on the public marketing pages.

A look at what your clients see

Three surfaces that make the bookkeeper-client loop tighter.

CashWise AI · Dashboard
sample · 90 days
Demo data Local-only

Current Balance

$48,200

90-day

30-day Net Change

+$3,940

inflows − outflows

Inflows vs Outflows

14 in · 38 out

last 30 days

Daily net · last 12 weeks

USD · localStorage

DateDescriptionCategoryAmount
Jul 12Stripe payment
Revenue
+$1,200
Jul 11WeWork Membership
Rent
−$2,800
Jul 11ADP Run
Payroll
−$6,200
Jul 10AWS
Software/SaaS
−$340
Weekly digest
Mon 7:00 AM local
Auto-send

Current balance

$48,200

Projected by end of week

$53,010

Next 4 weeks

DateChargeAmount
Tue Jul 21Gusto payroll $4,500
Wed Jul 22WeWork membership $2,800
Thu Jul 23AWS June bill $1,180
Tax reserve callout
Week of Jul 14
1-click

Move to reserve

$1,420

Stripe payouts today cover payroll and rent with $1,420 of headroom. Move it to the reserve bucket so the Aug 15 quarterly tax estimate doesn't catch the client off guard.

YTD streak

8 of last 8 weeks swept — reserve buffer is locked in.

Static previews from the live product — no client data leaves the browser.

How the referral works

A three-step loop — no spreadsheets, no clawbacks.

  1. Step 1

    Apply, get a share URL

    Drop your firm name and a work email — we mint a shareable link like /Drop your firm name and a work email — we mint a shareable link like {r/<your-firm-slug>{·}. The slug is yours; nothing else is exposed publicly.

  2. Step 2

    Send it to your SMB clients

    Slack, email signature, a Loom walkthrough, or a one-off note — your call. The /r/<slug> links straight to our signup, and the post-signin flow nudges them through onboarding inside the same session.

  3. Step 3

    Earn 25% for 12 months each

    Every paid signup that lands through your link earns 25% of their first-year subscription, billed out monthly. You see your full pipeline on this page’s admin sheet once you log in.

Sample share URL

https://cashwise-ai.polsia.app/r/your-firm

Your actual link is minted on submission and emailed to you — and editable from the admin sheet anytime.

Free to join — operator-reviewed

Apply to the partner program.

Drop your firm name and a work email. We'll email you a shareable link within minutes — no setup call, no contract.

25% revenue share on every referred paid signup, for 12 months each. We'll email the link to your work address.

FAQ

Common questions from partner firms.

How does the 25% revenue share work?

Bookkeepers earn 25% of every paid subscription billed for the first 12 months of each referred customer. The customern signs up via /r/<your-firm>, our system tags the signup to your firm, and we send a monthly payout statement.

Who reviews the application?

A real person — typically within one business day. We are looking for firms whose clients would benefit from automated cash forecasting, not for a headcount of SMB clients. If we decline, we explain why and point you at the closest comparable partner.

Can I bring my own link / slug?

Today the slug is auto-generated from your firm name (3–40 chars, ASCII letters, digits, hyphens). If you need a specific slug (a rebrand, a regional office), reply to the welcome email and we will set it manually.

What data does my client’s firm see?

Your clients see CashWise as a product they subscribed to in their own right — not as "Jane’s bookkeeper partner program". You are not surfaced in the product UI, you are not in their dashboard metadata, and their CSV data never reaches your firm.

How does the referral tagging survive the OTP round-trip?

The /r/<slug> link drops a non-HttpOnly 30-day cookie the moment the visitor lands on /signup. When they complete the email sign-in, our claim endpoint stamps a row in the partner-attribution table — silently, with no UI change.