For Construction & Manufacturing CFOs

Your 13-week cash forecast.
Live in minutes.

Stop logging into 5 bank portals. Connect one read-only Plaid link — we sync your transactions and render your 13-week forecast in your dashboard in minutes. Export to Excel anytime with one click. Yours to keep either way.

Start my free 13-week forecast See a live demo first
Read-only bank access via Plaid Live in minutes, not hours No credit card · No subscription required
Explore the interactive demo →
Live-data preview from a $40M construction CFO's dashboard Click to explore it →
How it works

One read-only Plaid link.
Live forecast in minutes.

1

Connect Plaid

Click one button. Log into your bank inside Plaid's secure popup — your credentials never touch us. Read-only access; you can revoke it in one click.

~60 seconds
2

Your forecast renders live

Transactions sync, Gemini categorizes your vendors, payroll, and collections, and the 13-week model builds itself from your real bank data. No manual assembly.

Minutes, not hours
3

Export to Excel anytime

See your live forecast in the dashboard; click Export to download a native .xlsx. Your first forecast is free — yours to keep. Daily refreshes, the Excel add-in, and morning digests run on the $399/mo plan. Cancel anytime.

One click

Built for CFOs who live in Excel.

3+ US bank relationships. Operating, payroll, bonding, reserves — you stop logging into each one every morning.
$10M–$100M revenue in construction, manufacturing, or industrial services. Too big for QuickBooks cash-on-hand, too small for a six-figure treasury platform.
A board, owner, or lender who asks for a 13-week cash forecast at every meeting — and you're still building it by hand in Excel.
A team that lives in Excel and isn't switching to yet another dashboard. Our output is a native .xlsx with live formulas — no new tool to learn.
~10 min
From Plaid connect to a live 13-week forecast in your dashboard
$0
Cost to get your first forecast. Keep the file either way.
12,000+
US banks supported via Plaid — including every regional you use

The three things every CFO asks.

What exactly are you getting access to?

Read-only access to your bank transactions and balances via Plaid — the same infrastructure your existing accounting software likely uses. You log into your bank inside Plaid's secure popup; your credentials never touch our servers. We can't initiate transfers, we can't change anything, and you can revoke access from your bank's portal or Plaid's dashboard at any time.

Who actually builds the forecast?

The product. Gemini categorizes every transaction, and the 13-week model renders from your live bank data — no manual assembly, no human in the loop. The founder does review the first few forecasts personally to flag anything that looks off in your cash patterns (recurring overdrafts, stale AR, payroll concentration risk) and replies by email if anything needs a second look.

What's the catch?

None. Connect your banks and generate your first 13-week forecast free — yours to keep, Excel export included. If you want that forecast refreshed every morning, the $399/mo plan unlocks daily sync, the native Excel add-in, AI forecast updates, morning digest emails, and accountant access. Unlimited banks, one flat price, cancel anytime. The free forecast exists because seeing your own live data beats any landing-page pitch.

Your cash forecast. In minutes. No form to fill.

Sign in with Google, click Connect Bank, and log into your bank inside Plaid's secure popup. Your credentials never touch us — Plaid handles all the auth, and we only ever see read-only transactions. Your 13-week forecast renders live in your dashboard within minutes; Excel export is a click away.

Start my 13-week forecast Or book a 20-min call first

No credit card · Plaid read-only access · Revoke anytime

Have questions? Email the founder directly
Bank-grade encryption · Plaid read-only · Mill Valley, CA