AI Power to solve tax surprise to 30M small businesses each year

Our AI platform helps 30 million small businesses in the USA to avoid unexpected and costly tax bills they face each April for the previous tax year.

Stay current with your taxes and plan ahead with ease.

By automating tax assessments, our platform keeps you informed, organized, and stress-free real-time, while saving you money for the year-end filings.

Take control of your taxes today!

The Tax Struggle
vs. The Smart Solution

A typical small business owner example. Stop tax season panic and drowning in paperwork. Choose real-time clarity and financial peace of mind with CashDirector

Now

  • No visibility on the annual tax bill until April next year
  • Wasting $10,000 each year on manual records & reconciliations
  • Paying CPA $1,500 each year just for filing taxes

Now

  • No visibility on the annual tax bill until April next year
  • Wasting $10,000 each year on manual records & reconciliations
  • Paying CPA $1,500 each year just for filing taxes

With CashDirector

  • Tax bill forecast updated each month
  • Savings plan in place to prepare for the tax bill
  • Intuitive AI powered business solution available 24/7 (mobile)
  • Paying the same $1,500 but for the whole package
  • Saving $10,000

With CashDirector

  • Tax bill forecast updated each month
  • Savings plan in place to prepare for the tax bill Intuitive AI powered business solution available 24/7 (mobile)
  • Paying the same $1,500 but for the whole package
  • Saving $10,000

Unlock the Future of Small Business Management

A proven AI technology will transform the way you handle finances, offering seamless integration and functionality for every aspect of your operations.

For SMBs
Experience a revolutionary approach to managing your business with our all-in-one, user-friendly platform designed specifically for small businesses.
  • Issuing invoices / automated
  • Registering expenditures / OCR / EDI
  • Real-time AI-automated booking
  • Real-time P&L / balance / CF position
  • Real-time tax calculation
  • Automated fax filling
  • Collecting receivables
  • Paying payables
  • Managing CF / budget / workflow

Does any of this sound familiar?

  • Drowning in paperwork: Endless receipts, invoices, and spreadsheets.
  • Client interactions are like a revolving door: Tax season leaves little time for relationships.
  • Revenue is a roller coaster: Peaks during tax season, drops in the off-season.
  • Staffing is a constant struggle: Difficulty finding and keeping qualified employees.
  • Technology is a tangled web: Too many software options, unsure which will help or hinder.
If you’re nodding your head in agreement, then CashDirector can help you regain control and guide your firm to a smoother, more profitable path.
Designed for small banks with a dedicated branding approach, our multi tenant solution ensures a customized experience.
Bank integration:
  • Online banking SSO
  • Payments private API
  • History of transactions
  • RTM / CRM / LOS

Empowering Success: a Win-Win-Win for banks, SMBs and CPAs

A harmonious relationship among banks, small to medium-sized businesses (SMBs), and CPAs, ensuring mutual growth and satisfaction. Enhance business operations and strength of your financial ecosystems.
  • Branded Enhanced Functionality: a ‘beyond banking’ experience with a partner label to attract more business customers
  • Growth Opportunities: Increase deposits through tax savings plans and leverage CPA referrals for new client acquisition
  • Cross-Selling Opportunities
  • Enhanced Risk Management: More accurate risk assessment and CRM strategies
  • More business customers: Enhanced offering (CD)
  • Automated Tax Cash Flow Planning: Enjoy convenience and safety
  • Time-Saving Tool
  • Significant Savings: Saving up to $10,000, better return on $1,500 CPA fee
  • Effortless Automation
    Eliminate tedious tasks and reconciliation vanish, freeing you and your team to devote 100% of your focus on what truly matters: your clients.
  • Super Sticky Client Relationships
    You’ll have the bandwidth to connect with clients regularly, providing ongoing support and building loyalty beyond measure.
  • Predictable Revenue
    Get off the revenue roller coaster once and for all. Create a steady income stream and confidently invest in your firm’s future.
  • A Rockstar Team
    Give your staff cutting-edge tools and technology, to deliver exceptional service.

Fueling Success:
The Dynamic
Flywheel Effect

We’ve designed a clever system that keeps driving user engagement, revenue, and efficiency that benefit everyone involved. By connecting our platform with banks, CPAs and small businesses, the value creation flywheel spins faster at each turn .

So, how does it work?

Just contact us!

If you’d like more information about our services, simply complete the form below.
We are dedicated to provide personalized assistance and ensuring that all your questions are answered. Please allow us up to 24 business hours to get back to you.
We respect your privacy, and your information will only be used to respond to your request.

Rafal Strzelecki

Chief Executive Officer

rstrzelecki@cashdirector.com

Luke Bystrzynski

Chief Strategy Officer

lukasz.bystrzynski@cashdirector.com

Company

CashDirector S.A.

Al. Jerozolimskie 96, 00-807 Warsaw, Poland

Contact

contact@cashdirector.com

© 2024 CASHDIRECTOR S.A. ALL RIGHTS RESERVED