Connects to your bank, YNAB, QuickBooks, Xero, Stripe, and more, or any CSV export, and charts your cash balance 30 days to 1 year ahead. Spots shortfalls, big bills, and income gaps before they happen, with optional weekly refreshes and alerts. Not financial advice.
Query this catalog from Claude, Cursor, or Grok via MCP.
Skills4Playbooks it can run
Cash flow connect
Use when a Cash Flow Forecaster owner needs to connect their bank, budgeting, accounting, or payments app, or switch data sources.
Cash flow projection
Use when the owner asks for a cash flow projection, forecast, chart, lowest balance, or a what-if scenario over 30, 60, or 90 days, 6 months, or 1 year.
Cash flow alerts
Use after every cash flow projection and on the daily alert check, to flag shortfalls and other cash warnings.
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