'BEYOND BANKING'
IN A PARTNER-LABEL
BUSINESS MODEL (B2B2C)

The Next Evolution in SME Financial Services and the future of Digital Banking

A Daily Digital Business Assistant for Small Business (end-Users)

Saving time: AI automating daily finance administration

Managing cash flow: better understanding business
and easily reaching out for financing

IA, “advise me” and “tell me” rather than mainly “do it for me”

Based on Celent’s embedding banking model

Building and integrating a tailored product and service cloud-based ecosystem

A Differentiated Market Strategy
for Tangible Competitive Advantage

At CashDirector, we partner with banks and financial institutions to deliver cutting-edge, automated financial solutions tailored for small businesses. With our platform, your clients can seamlessly manage cash flow, automate invoicing, and handle daily financial tasks - all while your company gains a competitive advantage.

Private
label

personalised
offering and competitive
advantage

to the regulations, requirements and expectations of local markets

Tailored Solutions

going beyond just accounting

For daily business
management

One-stop-shop

providing a full range of services

with local partners for optimized service and coverage

Multibanking

with no or limited need for IT involvement, zero effort by small business

No outsourcing

WIN-WIN for Business Partners & Small Businesses

Przycisk

Let’s create a win-win relationship where your bank becomes the first choice for businesses looking to thrive

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ADD-ON in the on-line banking platform (cloud) PARTNER LABEL

CashDirector goes beyond banking by integrating a full range of services tailored to small businesses, including multibanking, invoice management, and cash flow forecasting, all within an easy-to-use dashboard.

AI-Powered Financial Management for SMEs

Przycisk

Our platform leverages advanced AI and OCR technologies to automatically process financial documents, reducing manual errors and increasing efficiency. Whether on mobile or desktop, users can manage their financial operations with ease through one unified dashboard.

  • Automated Invoicing and Tax
  • Reporting Real-Time Cash Flow
  • Monitoring Receivables and Payables
  • Management AI-Driven Document
  • Processing for Accuracy and Efficiency

Learn more about key functionality

Our platform leverages advanced AI and OCR technologies to automatically process financial documents, reducing manual errors and increasing efficiency. Whether on mobile or desktop, users can manage their financial operations with ease through one unified dashboard.

Command Center
Dashboard
(mobile and portal)

Quotes and Sales Invoicing

Track Receivables

Register Costs

Track Expenses

Manage Cash Flow

A One-Stop 'Beyond Banking' Solution

within CashDirector’s Integrated Ecosystem

Offering new online banking services provided by Cash Director not only improves the bank’s and partner’s value proposition but also strengthens customer loyalty and attracts new clients.

  • Increase revenue
  • Reduce the risk of customers leaving
  • Acquire new customers
  • Sell/x-sell more financial products
  • Become the everyday first-choice banking

We help Business Partners:

CLICK ON THE CIRCLE TO LEARN MORE

LEARN MORE ABOUT KEY FEATURES

Trusted platform for small business owners

We continue to experience constant growth in our SMB client base, driven by the strong advocacy of our satisfied customers.

More than

250 000

users

Proven record

of working

with 6 large banks

First on-line accounting with full banking integration in Europe

Over

25 years of experience

'Automatic invoice reconciliation helps me save hours weekly! This is the best tool I’ve ever used'


Marta Kula


Consulting Practice

'Digital CFO features were key in choosing mBank company account, it proved to be a great choice'


Jan Burta


Retail

'Reminders and collection module is the best. I use it to manage my +20 customers'


Tomasz Maron


Digital Marketing Agency

'The whole office finance management in one place!'


Ewa Wase,


Interior Designer

Constant growth
of our SMB client base

Award-winning fintech...

We are an award-winning fintech company with innovative accounting automation technology used by banks and BPO/SSC cost reduction systems.

Client Model Bank 2018

MIT Fintech Future Commerce award

EFMA 2017 Golden Medal (mBank mPower)

TOP 10 Hottest FinTech Startup

European Medal of Business Centre Club

Best in Bank FinTech Implementation Award

...with global partnerships

Founders of CashDirector S.A.

Rafal Strzelecki CEO

Patrycja Strzelecka CCO

He has spent a decade implementing ventures in accounting outsourcing for international clients. For several years, he has been successfully implementing solutions responsible for changing the model of accounting offices, where the task of an accounting office is not only to calculate taxes correctly, but also to support the running of small businesses.

Entrepreneur, investor, mentor, one of the 2024 Forbes 50 over 50 EMEA winners. This unique award not only confirms her extensive experience, but also her influence on changing trends in the business world. In her spare time, she contributes as a mentor in building women's professional career growth.

Rafal Strzelecki CEO

Patrycja Strzelecka CCO

He has spent a decade implementing ventures in accounting outsourcing for international clients. For several years, he has been successfully implementing solutions responsible for changing the model of accounting offices, where the task of an accounting office is not only to calculate taxes correctly, but also to support the running of small businesses.

Entrepreneur, investor, mentor, one of the 2024 Forbes 50 over 50 EMEA winners. This unique award not only confirms her extensive experience, but also her influence on changing trends in the business world. In her spare time, she contributes as a mentor in building women's professional career growth.

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INVESTED

in innovative technology, backed by:

EEC Ventures

Luma Ventures

Contact with International Leader

GLOBAL MANAGING DIRECTOR

Lukasz Bystrzynski
lukasz.bystrzynski@cashdirector.com
+48 502 184 228

COMPANY

CashDirector S.A.

Al. Jerozolimskie 96, 00-807 Warsaw, Poland


Sąd Rejonowy Dla M. St. Warszawy w Warszawie, XIII Wydział Gospodarczy, NIP 5222885734, REGON 141400865, KRS 0000424600, wpłacony kapitał zakładowy: 17 251 055 zł

✉ contact@cashdirector.com

CONTACT

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© 2021 CASHDIRECTOR S.A. ALL RIGHTS RESERVED

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