Cash Sight

Medium

Accounting · Accountant, business owners

Monthly cash-flow and summary report service for clients.

Built in this build

Monthly income/expense summary view
Cash-flow chart
Report archive
Data entry/CSV import
Report publishing
Client access
Plain-language monthly commentary from the numbers
Monthly trend summary

Vision (needs external services)

Notice when a report is published
CSV import
PDF report

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Monthly income/expense summary view
Cash-flow chart
Report archive

Admin modules

Data entry/CSV import
Report publishing
Client access

AI capabilities

Plain-language monthly commentary from the numbers
Notable item alerts

Automations

Notice when a report is published

Analytics & reports

Monthly trend summary

Integrations

CSV import
PDF report

Mobile

Owner mobile summary

Roles & permissions

Accountant
Business owner

Accounting →

Fee Folio

Firm fees: monthly billing and collections tracking.

SGK Desk

Track SGK hire/exit filings and deadlines to dodge administrative fines.

Doc Drawer

Financial document archive: POAs, signatory circulars, contracts, expiry alerts.

Receipt River

Receipt/invoice collection: clients snap, AI extracts the data.

Describe what your business needs — DevAny does the rest

Define it, build it, run it — and take it anywhere.