OneFinance·Agentic Financial Advisory

Cash Management

Never get surprised by a cash gap again.

Real-time cash position across all accounts, AR and AP ageing, and a rolling 12-week forecast based on actual payment patterns — so you see crunches 6–8 weeks early, with time to act.

The challenge

The problem we solve

Cash flow is the #1 killer of SMEs. Not losses — timing. Companies can be profitable on paper but unable to make payroll because a client paid 60 days late. They don't know their cash position across accounts. They can't see whether they'll be short in 6 weeks to face upcoming payments. By the time they realise, it's too late to act.

Capabilities

What Cash Management does

Monitors real-time cash position across all bank accounts
Tracks receivables ageing: who owes you and how late
Tracks payables ageing: what you owe and when
Generates a rolling 12-week cash flow forecast based on actual payment patterns, not assumptions
Flags cash crunches before they happen and sends alerts
The value

Why it matters

12 weeks
rolling forecast based on actual payment patterns, not assumptions
6–8 weeks
early warning on cash crunches — time enough to act
Real-time
position across every bank account, AR, and AP

See problems 6–8 weeks early — enough time to chase collections, delay a payment, or arrange a facility. Cash visibility alone has saved businesses from closing.

In the network

Where Cash Management fits

Cash Management is one of six AI specialist agents in OneFinance — the agentic network developed by Daira's finance and AI experts.

Ready to put Cash Management to work?

Book a demo and see how this agent fits into your finance operations.