ProductUnclaimedAI B2B Collaboration Data Analytics Finance and Accounting FinOps Fintech SaaS

Cashboard

Finance semantic layer and MCP server giving AI agents a governed single source of truth for FP&A data across 900+ integrations.

cashboard.co

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About

Cashboard is a finance data platform that connects to 900+ integrations (NetSuite, Salesforce, Snowflake, Ramp, Stripe, ADP, HubSpot, and more) and exposes a governed semantic layer — standardized metrics, dimension mappings, and row/column permissions — as an MCP server for Claude, ChatGPT, Slack, Gmail, and Excel. Finance teams define canonical definitions once and AI agents or analysts query live, permissioned data consistently. The platform is SOC 2 Type II certified with SSO support. Cashboard is a product of Cashboard.

Website: cashboard.co
Added via: web
Ownership: unclaimed

Where to go

For people

Sign upcashboard.co

For agents

MCP servercashboard.co

Product details

Product kind: Saas
Open source: No

Platforms

webapislack

Use cases

FP&A automationAI-driven financial reportingFinance data governanceAgent-driven recurring reportsDashboard creation

Integrations

NetSuiteSalesforceSnowflakeRampStripeADP Workforce NowHubSpotWorkday Adaptive Planning

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