Cashfin
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Every chore runs on its own.

Tell the assistant what should happen and when. It writes the rule, you approve it, and from then on Cashfin does it for you. AI agents check your business every morning and bring you what needs a decision.

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Say it once. It happens every time.

You describe the chore in your own words.

  1. Every morning starts with the same jobs.
  2. Instead it's reminders typed one by one, stock checked by hand and leads nobody called back.
  3. With Cashfin the routine runs itself and you only handle what needs you.

Make a rule.

Pick what to watch and what should happen. This is the rule the assistant would save for you.

When

Under

Then (up to 4)

Cashfin assistant

Ready to approve

When a product drops under 10 in stock, create a task and text your team.

Runs at most once a day per item, so nobody gets the same message twice.

Approve rule

First, say what should happen.

Type it to the assistant the way you would tell a person.

You

When a lead goes quiet for 3 days, WhatsApp them and make a call task for Wanjiku.
Say itApprove itIt runsYou check in

Say When flour runs low, approve it Saved and Cashfin does it Task for Brian every time, while agents flag 3 things each morning.

How it all works, explained.

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What can a rule watch for?

Stock running low, payments coming in or failing, invoices going overdue, and lead and deal events like a new lead, a quiet lead or a won deal.

Accountant word: Triggers and actions

  • Simple conditions
  • Up to four actions
  • Once a day per item

Overdue invoiceOn

When
Invoice overdue
If
Balance over 10,000
Then
Alert + task
You, Brian

It works across everything.

Rules listen to your stock, payments, invoices and leads, so one sentence can watch the shop and act in the CRM.

Shop & POSStock runs lowPaymentsMoney comes inCustomersLeads go quietPurchasesApprovals
AutomationRules and agents

Everything that runs for you: rules in plain words, follow-up sequences, morning AI agents, an approvals inbox, booking reminders, recurring billing, payment and app integrations and a REST API.

Questions people ask first

Do I need to build flowcharts?
No. Tell the assistant what should happen, like "when flour drops under 10 kg, make a restock task for Brian". It shows you the rule and saves it once you approve.
What can start a rule?
Stock running low, a payment coming in or failing, an invoice going overdue, and lead and deal events like a new lead, a lead going quiet or a deal being won.
What can a rule do?
Up to four things: alert you, text your team, create a task, ask an AI agent to look into it, and for leads, send them an email, SMS or WhatsApp or add them to a follow-up sequence.
Do AI agents act on their own?
No. Agents check your business on a schedule, like a morning briefing and a collections check, and suggest actions. Nothing is sent until you approve it in your inbox.
What does Cashfin connect to?
M-Pesa, Paystack, Stripe, Pesapal and bank accounts for payments; Gmail, Canva, Facebook, Instagram and LinkedIn; Twilio and TextSMS for messages; SafeBoda for delivery; and Google Calendar for bookings.
Is there an API?
Yes. Use API keys from Settings to work with products, orders, invoices, payments, payment links, subscriptions and receipts, and get payment updates sent to your own webhook.

Automate your first chore today

Free to start, no card needed. Open the assistant and describe the job in your own words.