Your finances have many moving parts. Receipts, expenses, invoices, bank transactions, budgets, and important documents all need attention.
CACHE brings these tasks together, helping you stay organized and see your financial picture more clearly. Whether you’re managing your own money, working for yourself, or running a small business, you can build a financial routine that works for you.
Capture receipts without the clutter
Keep your receipts organized and accessible without searching through bags, drawers, and message threads.
With CACHE, you can:
Scan receipts and extract key details automatically.
Bring emailed receipts into your records.
Review captured information and make corrections.
Keep receipt images alongside the related expense information.
Find stored receipts when you need to review or share them.
Stay on top of your expenses
Keep track of everyday purchases and business costs so you can better understand where your money goes.
Record expenses, organize them into categories, and review the details in one place. Keeping your records current makes it easier to spot spending patterns and prepare for conversations with your accountant.
Bring your bank transactions together
Connect supported bank accounts through Flinks to bring transactions and balances into CACHE.
Review imported transactions alongside your financial records and keep an eye on account activity without entering every transaction manually.
Bank connections are subject to availability and any applicable plan or beta limits.
Create and manage invoices
Give your customers clear, professional invoices and keep track of the money owed to you.
Create invoices, add the relevant customer and payment details, and monitor payment status. Supported online payment options let customers pay through Stripe.
For repeat billing, recurring invoice settings help you prepare invoices on a schedule.
Prepare estimates for upcoming work
Set out the expected cost of a product or service before work begins.
Create estimates that clearly communicate your proposed charges, helping you and your customer start with a shared understanding of the work and its cost.
Build budgets around your priorities
Give your money a plan.
Create budgets, track spending against them, and review where you may need to adjust. Whether you’re managing household costs or business expenses, a budget helps you make more deliberate decisions.
Manage reimbursements
Keep reimbursable spending organized from submission through review.
Record expenses that need to be repaid, keep supporting receipts together, and follow their status. This gives you and your team a clearer record of what was spent and what needs attention.
Track business mileage
Keep a record of travel related to your work.
Record business trips and mileage in CACHE so you have the information available when reviewing travel costs, preparing reimbursement requests, or organizing your records.
Keep vendor information organized
Maintain a central record of the vendors and suppliers you work with.
Keep important vendor details accessible so you can spend less time searching for information when recording and reviewing business expenses.
Store important documents
Use the Document Vault to keep financial documents together.
Store records you may need for everyday administration, financial reviews, or discussions with your accountant. Having a consistent place for these documents makes them easier to retrieve when needed.
Organize your sales tax records
Keep relevant sales tax information connected to your financial activity.
CACHE’s Tax Centre helps you organize records involving GST, HST, PST, and QST, giving you a clearer starting point when reviewing your tax information or working with an accountant.
Give your accounts a clear structure
Use the Chart of Accounts to organize financial activity into the accounts that support your bookkeeping.
A consistent account structure helps you understand how transactions contribute to your income, expenses, assets, liabilities, and equity.
See the bigger picture with financial reports
Turn your records into information you can review and use.
CACHE includes:
Profit and Loss: See income, expenses, and the resulting profit or loss for a period.
Balance Sheet: Review assets, liabilities, and equity at a particular point in time.
General Ledger: Examine the transactions recorded in your accounts.
Trial Balance: Review account balances to support bookkeeping checks.
These reports help you understand your records and have more informed conversations with your accountant.
Spot possible duplicates
Reduce the chance of recording the same item more than once.
Duplicate detection flags potential matches for review, helping you check your records before repeated entries affect your totals.
Get help through Ask AI
Use Ask AI to ask questions about your finances and get help understanding information available within CACHE.
It gives you another way to explore your records and make sense of everyday financial questions. Review responses alongside the underlying information when making decisions.
Work with your accountant and team
You don’t have to manage every financial task alone.
Invite your accountant or team members into your workspace and assign access based on their responsibilities. Role based permissions help people contribute to the work they need to do.
Keep track of what needs attention
Use notifications to stay aware of activity and items that need your review.
Keeping these updates together helps you follow up on financial tasks as part of your regular routine.
Put your knowledge into practice
CACHE Blog complements the app with practical articles, clear explanations, and useful financial tools.
Explore topics such as budgeting, receipts, bookkeeping, invoicing, and business finances, then apply what you learn to your own routine.