For Executives Who Want Cash Visibility & More Money In The Bank!
Beautiful Cash Intelligence That Transforms Cash Confusion Into
Maximum Working Capital
See your cash with stunning clarity. Convert 30+ days faster through real-time runway tracking, visual flow optimization, and AI-guided decisions. Maximize working capital and eliminate financing dependence!
Unmute this video to discover how you can gain complete cash clarity.
What is the Cash Intelligence System?
The Cash Intelligence System gives you stunning clarity into every dollar flowing through your business. Instead of scrambling through spreadsheets when stakeholders ask about cash, you see exactly where money is, where it’s going, and when it converts – all displayed through a beautiful, executive-ready, intelligent cash command center.
See your 60-day cash runway in real-time and spot bottlenecks 30 days before they impact operations. AI forecasts cash positions ahead, sends proactive alerts when opportunities or risks emerge, and delivers specific recommended actions. Test unlimited scenarios to see exactly how payment terms or collection strategies impact your cash position before making changes.
The results…
Your CEO can decide how to grow.
Your CFO can decide how to finance that growth.
Your leadership team operates from the same cash intelligence that shows exactly where money is and when it’s available – putting more cash in the bank, faster.
With the Cash Intelligence System You Get:
- Predict cash bottlenecks 30 days before impact
- Unite leadership teams with real-time cash intelligence
- Transform cash confusion into confident cash allocation decisions
- Maximize equity funded working capital without external financing
- AI Data Warehouse
- Cash Intelligence Dashboard
- Smart Alerts & Actions
- AI CFO Assistant
- Real-Time Cash Tracking
Q4 Cohort Now Enrolling
Limited to 5 executives this quarter due to implementation capacity constraints.
Book Your Cash Clarity Audit And See If You Qualify For The Cash Intelligence System.
TRUSTED BY 7 AND 8 FIGURE COMPANIES
What's Inside The
Cash Intelligence System?
Business Up, Cash Flat...
The Leadership Visibility Gap That's Costing You Money!
Your revenue is growing but cash barely budges. Your leadership team waits days for basic cash answers that should be available instantly.
Working capital vanishes into aging receivables and slow inventory turns while your executives operate on outdated assumptions.
Cash flow data sits scattered across disconnected systems, turning simple questions into multi-day research projects.
The cost? Strategic decisions delayed, opportunities missed, and meetings that feel more like interrogations instead of growth strategy sessions.
When Leadership Can’t Lead…
CEOs can’t connect the dots. “Revenue is up 40%, but why isn’t cash following?” Without visibility into cash conversion speed, growth strategies stall while leadership debates funding decisions with incomplete information.
CFOs lose credibility in real-time. Stakeholders ask: “What’s our cash runway?” Your CFO scrambles through spreadsheets and says, “Let me get back to you.” Every delayed response undermines financial credibility.
COOs make blind operational bets. Which operations generate cash and which drain it? Without cash impact visibility, operational choices happen in isolation from financial reality.
Cash blindness turns strategic leaders into reactive managers, forcing executives to make critical decisions with incomplete information.
The Competition Is Moving Faster
While your team pulls 2-day old reports, your competitors:
- Access real-time cash intelligence for faster strategic decisions
- Identify working capital bottlenecks before operations slow down
- Predict cash shortages 30 days ahead and adjust proactively
- Align leadership teams with unified cash visibility
The gap widens daily. Every hour spent hunting for cash answers is an hour competitors spend optimizing their position.
You’re bringing stale reports to an AI data fight.
Every day without cash visibility costs you:
Monday: $25K equipment decision stalled awaiting cash analysis
Tuesday: 2% early payment discount lost – approval took 48 hours
Wednesday: $50K collection missed – aging reports three days behind
Thursday: Investor meeting credibility damaged by runway uncertainty
Friday: Growth strategy postponed – no reliable cash forecasts
This week alone, how much money did cash blindness cost you?
Breaking Point
Every day this crisis continues, competitors gain irreversible advantage. The gap between your business needs and cash intelligence isn’t just frustrating anymore. It’s competitively dangerous.
You can’t optimize what you can’t see. And right now, your cash is invisible.
Here's How FreshBI Puts More Money In Your Bank Through Maximum Working Capital
We transform scattered cash data into unified cash intelligence that maximizes your working capital and accelerates cash flow without external financing.
FreshBI specializes in cash optimization for growing enterprises. Rather than generic dashboards that require interpretation, we build Cash Intelligence Systems that show every leader exactly how to convert cash faster and keep more money in the bank.
Unified Cash Data Infrastructure
- ✓ Real-time data synchronization across all departments
- ✓ Clean, governed data that executives can trust
- ✓ Instant access to cash information eliminates research delays
Executive Cash Dashboards
- ✓ CFOs: Cash runway projections, DSO trends, working capital optimization
- ✓ CEOs: Growth funding requirements, cash conversion insights
- ✓ COOs: Operational cash impact, inventory cash velocity
- ✓ Finance Teams: Real-time AR/AP tracking, automated forecasting
Predictive Cash Intelligence
- ✓ 30-day cash shortage warnings with specific amounts and recommended actions
- ✓ Automated collection triggers with customer contact strategies
- ✓ Smart recommendations like: "Call these 5 customers today to collect $47,000"
It’s like having an AI-powered CFO advisor working 24/7 to optimize your cash flow.
Implementation:
Cash Clarity Roadmap
Week 1-2: Rapid Data Integration
We connect your existing systems and build your cash data infrastructure. No disruption to daily operations. Your team keeps working while we work in the background.
Week 3: Dashboard Deployment
Role-specific cash dashboards go live. Every leader sees their cash metrics in real-time for the first time.
Week 4: Intelligence Activation
Predictive analytics and automated alerts activate. Ask AI anything. Get instant answers.
Month 2:
Your second dashboard is delivered and your private large language model is active.
Month 6:
A second department is onboarded onto the Cash Intelligence System.
Year 1:
Your entire organization is leveraging AI powered insights and you can have natural language conversations with every data point in your business.
See Your Cash Clearly – Fast Implementation
What’s the cost of another month without cash visibility?
Delayed decisions, missed opportunities; competitive disadvantages add up quickly.
Get your personalized Cash Clarity Audit and discover:
✓ Where cash is getting trapped in your business right now
✓ Which 3 cash metrics would immediately maximize cash position
✓ Your personalized roadmap to complete cash intelligence implementation
Limited to 5 executives this quarter due to implementation capacity constraints. No commitment required – see exactly how FreshBI would transform your cash visibility.
Why Executives Choose FreshBI Over Traditional BI Vendors
“We evaluated multiple BI vendors. Only FreshBI understood that we needed business insights, not more dashboards.”
– Manufacturing Executive
The Traditional BI Problem:
- 6-18 month implementations
- Requires dedicated technical teams
- Generic dashboards that report the past
- Complex tools that create more questions than answers
- Systems you maintain instead of solutions that serve you
The FreshBI Difference:
- Rapid implementation with Forward Deployed Engineers
- Role-specific Dashboards
- Executive-ready insights designed for decision-making
- Predictive intelligence that prevents problems
- Complete solution management
Why Executives Choose FreshBI Over Traditional BI Vendors
“We evaluated multiple BI vendors. Only FreshBI understood that we needed business insights, not more dashboards.”
– Manufacturing Executive
The Traditional BI Problem:
- 6-18 month implementations requiring dedicated technical teams
- Generic dashboards that report what happened, not what’s coming
- Complex tools that create more questions than answers
- Systems you maintain instead of solutions that serve you
The FreshBI Difference:
- Rapid implementation with Forward Deployed Engineers who tailor cash intelligence to your specific operations
- Executive-ready insights designed for decision-making, not IT interpretation
- Predictive intelligence that prevents problems instead of just reporting them
- Complete solution management – we optimize, you focus on results
TRUSTED BY 7 AND 8 FIGURE COMPANIES
Testimonials.
Our Success Stories in Business Intelligence & AI Consulting
Why Google Voice customers move to OpenPhone
Hundreds of teams have moved from Google Voice to OpenPhone. Here are a few reasons why:
“The shared communications history in OpenPhone is just so valuable. We can all see, at any time, the full conversation history between the company and any individual.”
“Compared to our old provider, it’s so much easier to manage our calls, messages, and team with their user-friendly interface. Our CSM was incredible and made onboarding and launching seamless – we’re thrilled with the switch.”
“I explored Zoom, Dialpad, Google Voice, Skype, and all the smaller competitors to OpenPhone, even setting up a paid month with each to explore features and workflow. I’ve been continuously impressed with OpenPhone’s response time, development pipeline, and brand as a whole. It just works. You’re pushing forward towards your vision.”
“I explored Zoom, Dialpad, Google Voice, Skype, and all the smaller competitors to OpenPhone, even setting up a paid month with each to explore features and workflow. I’ve been continuously impressed with OpenPhone’s response time, development pipeline, and brand as a whole. It just works. You’re pushing forward towards your vision.”
“I explored Zoom, Dialpad, Google Voice, Skype, and all the smaller competitors to OpenPhone, even setting up a paid month with each to explore features and workflow. I’ve been continuously impressed with OpenPhone’s response time, development pipeline, and brand as a whole. It just works. You’re pushing forward towards your vision.”
“I explored Zoom, Dialpad, Google Voice, Skype, and all the smaller competitors to OpenPhone, even setting up a paid month with each to explore features and workflow. I’ve been continuously impressed with OpenPhone’s response time, development pipeline, and brand as a whole. It just works. You’re pushing forward towards your vision.”
Read our customer stories ->
The Math Is Simple
If cash blindness costs you one delayed decision per month worth $50,000, FreshBI pays for itself in 60 days.
Built for team
collaboration
Share incoming calls and texts
Google Voice assigns separate numbers to users in the same team, forcing your team to work in silos. Teammates can call and text from the same number at the same time with OpenPhone. And if you’re managing a team, you can view your team’s conversations and coach them as needed.
Save time reviewing customer conversations
OpenPhone lets you view your customer calls, texts, recordings, and more, in one place. Google Voice breaks up these interactions into different folders, making it more time consuming to follow up.
Collaborate in internal threads
Assign tasks or get input on an external conversation with internal threads visible only to your team. Google Voice doesn’t have internal threads, which forces teams to collaborate in other tools instead.
Smarter business
texting, without limits
Access to texting features outside the US
Google Voice doesn’t allow customers outside the US to access its texting features. With OpenPhone, businesses based outside the US can get local numbers to text their US and Canadian customers.
Auto-replies, snippets, and scheduled messages in every plan
Google Voice doesn’t offer any of these advanced messaging features in its platform. Give back time to your team with OpenPhone’s texting features. Automatically reply to messages outside working hours with auto-replies, schedule texts to customers, and save text templates for your commonly asked questions with snippets.
Set up automated text flows
Want to trigger text messages to customers when they submit a sales form or book an appointment with your team? Google Voice doesn’t offer automated texting. With OpenPhone, you can set up automated text flows with Zapier and stand out to customers in seconds.
Integrate OpenPhone
with your favorite tools
Automatically update your CRM
With our native HubSpot and Salesforce integrations, you give your team a single source of truth and automatically log can your call, text, and call recording data into your CRM. Google Voice doesn’t offer third-party integrations, which keeps your customer conversations siloed and increases admin work for your team.
Share updates where your team works
Notify your team about missed calls, incoming messages, and voicemails, via Slack and email. Google Voice only integrates with Google Calendar and Google Meet, which limits where you can share updates.
Build custom integrations with our API
Want more control over how your tools work with OpenPhone? Use the OpenPhone API and integrate calls, texts, and contacts more deeply in your stack.
AI-Powered Cash Intelligence
Your Cash Intelligence System delivers proactive insights that transform reactive finance teams into strategic cash optimizers.
Effortless call summaries and next steps
OpenPhone AI automatically summarizes calls, then intelligently suggests next steps.
Automatic call transcripts
Read conversations in detail and quickly find information with time-stamped call transcripts.
Suggested contacts
Easily add new contacts with suggestions based on call and voicemail transcripts.
"OpenPhone was truly my first assistant. The AI feature of transcribing calls, creating a summary and to-do list, is next-level amazing."
Your Questions, Answered.
Frequently Asked Questions
Power BI, Microsoft’s flagship business intelligence tool, turns raw data into dynamic visuals, interactive dashboards and actionable insights. It empowers online businesses to predict trends, make informed decisions and drive measurable growth.
FreshBI unites your data on a real-time platform with customizable dashboards, AI-driven analytics and predictive insights. These powerful tools help you make faster, smarter, data-powered decisions.
Absolutely! FreshBI integrates seamlessly with your CRM, ERP and other data systems, streamlining workflows and centralizing data, without disrupting your current operations.
Your data is safe with FreshBI’s top-tier encryption, secure access controls and compliance with industry-leading data protection standards.
From tailored dashboards and reports to custom data fields and AI models, FreshBI has the ability to fully adapt to your business’s unique needs.
FreshBI’s rapid deployment ensures most businesses are fully operational within weeks, thanks to seamless integration and expert support.
We offer flexible, scalable pricing tailored to your business’s size, needs and support requirements. Contact us for a customized quote.
Absolutely! FreshBI scales effortlessly with your business, accommodating growing data, users and advanced features as you expand.
