New: AI budgeting & rental insights

The smarter way to manage money and rentals

Connect your cash flow, rental properties, and goals in one place. Get AI-powered recommendations to lower spend, grow savings, and operate like a pro.

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Unified cash flow

Trusted by investors & operators across DFW and beyond

2 min
to first dashboard
$1.2M+
expenses tracked
98%
on-time reminders
24/7
Email support

Everything you need in one platform

From personal budgets to multi-property portfolios.

Unified cash flow
Unified Cash Flow

Easily create accounts, import CSVs, and track every dollar across business and personal finances.
Property management
Rentals & Tenants

View leases, balances, operating expenses, and reminders—all from one dashboard.
AI insights
AI Insights

Get personalized recommendations to reduce costs, boost savings, and optimize rent pricing.
Custom reports
Reports That Persuade

Generate professional T12s and visual reports that make lenders and partners say yes.
Reminders
Smart Reminders

Stop chasing payments. Automatically send rent and bill reminders for every property at once.
Security
Bank-Grade Security

256-bit encryption, two-factor authentication, to protect your data.
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How it works

1
Create your workspace

Add your properties and accounts—takes about 2 minutes.

2
Sync & categorize

Import CSVs. We auto-tag most transactions.

3
Get insights

See dashboards, AI tips, and ready-to-send reports.

What users say

“cashpnb replaced three spreadsheets and two apps. My rentals run smoother and I finally see the full picture.”

User
Alex M.
DFW Investor

“The AI budgeting tips paid for the subscription in a week. Found $275/mo in savings.”

User
Jordan R.
Small Business Owner

“The delinquency report & reminders keep collections tight. Love the export-ready T12.”

User
Sandra L.
PM, 32 doors
Serious about security. Encryption.
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