Efiner gives a finance lead one place to see cash on hand, the next 90 days, and where spend is drifting. Connect the feeds. Read the position. No code.
Cash on hand, the 90-day line, and where the money went sit on one screen. No query to write.
The 90-day view updates when a feed syncs. There is no overnight model to rerun.
Account data stays encrypted. Efiner does not move money.
Bank accounts, cards, and ledger exports land in the same position.
Connect the accounts you already reconcile, read the position, and watch the next ninety days move.
Connect accounts, read position, and share a forecast without building a data team.
On-hand cash, the next inflows, and the bills already dated, in one strip.
Forecast and Multi-Entity keep a longer history. Snapshot keeps a shorter window.
Rebuild the same monthly report without starting from a blank sheet.
Connect the accounts you already reconcile. The cash position and the 90-day forecast update as those feeds sync.
No. Efiner is read by the person who already owns the forecast. Nothing extra to install or maintain.
Efiner reads bank accounts, cards, and the files your ledger already exports. It does not initiate payments.
Feeds are encrypted in transit and at rest. Access stays with the people you invite. Efiner does not sell or share phone numbers, and the numbers on the screen are not advice.
Yes. Snapshot stays with one dashboard. Forecast adds the 90-day view. Multi-Entity adds companies, seats, and a longer history.
Most teams see a cash position the same day the first account connects.