Cash Insights™ LGX Pilot Program

Low-Friction Entry. High-Value Cash Visibility.

Start with a focused Cash Insights™ pilot to test liquidity visibility, timing insights, and implementation fit before committing to a broader rollout.

The paid pilot is an early-access demonstration and feedback opportunity. Pilot outputs, workflows, reporting formats, onboarding steps, and feature availability may be refined based on participant feedback, data readiness, and continued product development.

Start Simple. See More Clearly.

Cash Insights™ makes onboarding easier with a simplified wizard mapping approach guided by our team.

Step 1

Complete Pilot Intake

Tell us about your organization, systems, data environment, cash visibility challenges, and desired pilot outcomes.

Complete Intake Form

Step 2

Review Pilot Pricing

Review the pricing category applicable to your organization based on size, scope, complexity, and onboarding needs.

View Pilot Pricing

Step 3

Secure Priority Slot

Pay the non-refundable $1,000 prepaid deposit to hold your priority implementation slot and begin pilot readiness planning.

Secure Slot — $1,000

About the Non-Refundable $1,000 Deposit

The deposit covers implementation support and your first month of data ingestion and reporting. Pilot availability is expected by October 2026 or earlier, subject to readiness and scheduling.

The deposit is non-refundable because it secures a priority implementation slot and supports upfront onboarding preparation, data environment review, scheduling, and pilot readiness work before the pilot begins. Your deposit also helps support small business innovation and the continued development of a new liquidity intelligence platform built for real-world organizations.

Pilot onboarding may be completed remotely for organizations outside our local market using secure file exchange, guided upload instructions, and scheduled virtual onboarding sessions. International pilots, including India-based opportunities, may be considered on a case-by-case basis, subject to data access, currency, language, accounting format, privacy, tax, regulatory, and scheduling considerations.

Pilot participants may also have the opportunity to be recognized at launch as early supporters of the Cash Insights™ LGX ecosystem, subject to each organization’s prior approval. We will not publicly list any company name, logo, testimonial, or identifying information without written permission.

No manual entries required.

Just upload:

Chart of Accounts
One month of General Ledger detail
Four months of bank statements

Upload | System Read | React with Insights

Cash Insights™ reads the structure, helps map your data, and begins generating actionable liquidity visibility.

What this can unlock:

Simplified wizard-based mapping
Faster setup with guided support
Automated 13-week cash flow visibility
Earlier insight into timing, movement, and liquidity pressure

What the Pilot Shows First

The pilot begins by showing your historical cash reality through the NCFE lens — with Bank Truth timing and context like you have never seen before.

Boards and leadership teams will value the Interperiod Cash Report, which helps show not just when cash moved, but the economic value point behind the transaction.

Aging tells you it is late. Cash Insights™ reveals the behavior, the context, the truth — and the impact on liquidity.

Not only are sales drivers exposed, but customer and vendor payment behavior can be exposed as well — supporting recommendations such as ACH conversion, tighter terms, earlier intervention, or a structured payment plan.

Even one day off in Bank Truth timing can push cash across periods and create real organizational pain.

After the pilot, that same foundation can be extended forward — unlocking automated liquidity insights and forecasting well beyond a standard 13-week view.

Cash Insights™ Pilot Program

Request Pilot Evaluation

We reserve a limited number of pilot slots for organizations that are ready to operationalize cash clarity — including payroll timing, credit card gross-to-net visibility, and SKU-level shrink/spoilage analytics. Tell us a bit about your environment so we can assess fit.

Who this is for:
Founders, CFOs, Controllers, and operators who need line-of-sight to cash — not just accrual reports.

What you can expect:
If there’s a strong fit, we’ll schedule a working session to review your environment and outline a pilot plan.

Cash Insights™ Pilot vs. Typical ERP Implementation

Before committing to a months-long ERP project, organizations can use a Cash Insights™ pilot to gain meaningful liquidity visibility, timing insight, and decision support much faster and at a fraction of the typical cost.

Category	Cash Insights™ Pilot	Typical ERP Implementation
Primary goal	Faster liquidity visibility, timing insight, and decision support	Broader system replacement, workflow redesign, and enterprise standardization
Starting point	Uses files many organizations already have	Usually requires broader configuration, migration, and training
Implementation timing	Designed to get to insight in days, with a target of 1–2 weeks for most initial pilots	Commonly measured in months
Cost profile	Lower-cost pilot entry designed for speed, validation, and early decision support	Often requires a much larger investment before meaningful reporting improvement is realized
Internal disruption	Lighter lift focused on a defined scan and faster insight	Higher lift with broader process change and internal coordination
What leadership gets first	Historical liquidity visibility through the NCFE lens, Bank Truth timing, and practical insight into cash behavior	A longer-term system foundation, with reporting improvement often arriving later
Best use case	Organizations that want clarity fast without waiting for a full overhaul	Organizations ready for a larger enterprise systems project

ERP projects often take months. Cash Insights™ is designed to get to insight in days.

Cash Insights™ is not positioned as an ERP replacement. It is a faster, lower-friction path to reveal timing, behavior, and liquidity issues that may be hidden by current reporting.

Cash Insights™ Pilot Program

Request Pilot Evaluation

Cash Insights™ is built for organizations that need clearer visibility into liquidity timing, operational cash behavior, and decision-ready reporting without waiting for a full systems overhaul.

ERP projects often take months. Cash Insights™ is designed to get to insight in days.

Who this is for

Organizations ready to move beyond spreadsheets, delayed ERP reporting, and fragmented bank visibility.

What you can expect

A practical working session to review your environment, assess fit, and outline a pilot path toward faster liquidity visibility.

Why start here

Gain meaningful timing and liquidity insight faster and with less disruption than a traditional implementation effort.