Process
How cashpnb works
A simple path from sign-up to insights: set up, import, organize, operate, report.
1
Create your workspace
Add properties, businesses, and accounts—takes about 2 minutes.
- Name properties & entities
- Add doors, units, loans, insurance
- Add doors, units, loans, insurance
- Invite teammates (optional)
2
Import
Upload CSVs and categorize.
- CSV templates & quick mapper
- Auto-categorization suggestions
- De-duplication safeguards
3
Organize by property & entity
Ledger clarity: which dollars belong to which door, unit, or business.
- Property & entity tags on every transaction
- Budgets with alerts & thresholds
- Catch-up reconciliation flow
4
Operate day-to-day
Rent reminders, tenant comms, vendor bills, and logs.
- Smart reminders & notices
- Email/SMS history per tenant
- CapEx & maintenance cost tracking
5
See insights & report
Dashboards, AI tips, and lender-ready T12/P&L exports.
- PDF/CSV exports
- Delinquency & DTI snapshots
- Rent-pricing guidance