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FinTech · SMB Finance
CashWise
Cashflow visibility for small businesses.
View source on GitHubWhy we built it
The problem
Most small-business owners learn there's a cash crunch the week it shows up. QuickBooks is built for accountants, not operators. CashWise is the operator's view — KPIs, forecasts, and low-cash warnings ahead of the date.
Tech stack
Built on production-grade infrastructure
No mockup tools, no proprietary lock-ins. Every layer is something a senior engineering team would pick on day one.
ReactTypeScriptViteRechartspapaparseFirebase AuthFirestoreCloud FunctionsTailwind CSS
Inside the build
Key features
- Owner dashboard with 4 KPIs + line/bar charts
- Transactions list with inline categorization + reconcile toggle
- CSV import (papaparse) with auto-mapping + preview
- 3, 6, and 12-month forecasting with low-cash threshold warnings
- P&L reports with CSV export
- Bookkeeper categorization queue
- Admin user management
- Seed data: 200+ realistic transactions across 12 months
Visual identity
Look and feel
Dense pro-tool finance archetype with IBM Plex Sans + IBM Plex Mono, deep navy/midnight background, emerald-green for positive numbers, coral-red for negative, gold accent for highlights. Charts-heavy with tabular numerals everywhere. Reads like Bloomberg meets Causal.
Need something
like this for your business?
