Your AI Accountant. Always on.
Real-time reports, proactive alerts, cash flow forecasting, business health scoring, and client profitability. Always tax-ready. CFO-level insights in your pocket.
'How much did I spend on travel last quarter?'
Ask questions in plain English, get instant answers. 'What were my biggest expenses in March?' 'Am I spending more on supplies this year?' 'Who owes me money right now?' No confusing reports. No accounting degree required. Your AI accountant knows your numbers.
Your business health at a glance. One score. 20+ metrics.
Is your business healthy? AI analyzes revenue trends, profit margins, cash runway, client concentration, expense ratios, and more—distilled into one simple score. Green means thriving. Yellow means watch it. Red means act now. No MBA required.
P&L, Balance Sheet, Cash Flow. Always current.
No waiting for month-end. No running reports. Your Profit & Loss, Balance Sheet, and Cash Flow Statement are updated in real-time as transactions flow in. Always accurate. Always ready. Just ask.
Profit & Loss
Revenue vs expenses, always current
Balance Sheet
Assets, liabilities, equity at a glance
Cash Flow
Money in, money out, crystal clear
AI warns you before problems happen.
'Spending up 40% this month.' 'You're missing receipts for 3 transactions.' 'Revenue down 15% vs last quarter.' Don't wait to discover problems—AI alerts you the moment something needs attention.
'You'll run low on cash in 3 weeks.'
AI analyzes your patterns—when clients pay, when bills hit, seasonal trends—and predicts your cash position 30, 60, 90 days out. No more surprises. No more scrambling. Know exactly when to invoice, when to hold off on purchases, when to chase payments.
CFO-level insights. Without the CFO price tag.
A fractional CFO costs thousands per month. CastleSimple gives you the same insights—for a fraction of the cost.
Get Early AccessKnow which clients make you money—and which don't.
Not all clients are equal. AI tracks time, expenses, and revenue per client to show you true profitability. Discover your best clients. Identify the ones costing you money. Make smarter decisions about who to pursue, who to fire, and how to price.
Your competitor charges $150. You charge $80. Let's fix that.
AI scans your competitors' pricing, analyzes your actual costs, and finds the sweet spot—maximum profit while staying competitive. No research. No spreadsheets. No guessing. Just open the app and see exactly what to charge. Updated automatically as the market shifts.
What if I hire someone? What if I raise prices? What if sales drop 20%?
Just ask. 'What happens if I add a $60K employee in March?' AI instantly models the next 12 months—cash impact, break-even point, profit change. 'What if I buy a $40K truck?' See the month-by-month drain and payoff timeline. 'What if I lose my biggest client?' Know exactly how long your runway lasts. Every big decision, simulated in seconds. Your personal crystal ball for business.
What CFO-level AI does for your business
Insights that used to require expensive consultants
Know Your Health
One score tells you if your business is thriving, stable, or needs attention. 20+ metrics, zero confusion.
Know Your Profits
See which clients and projects actually make you money. Stop undercharging. Fire the losers.
Price Smarter
AI scans competitor pricing and your costs to find the sweet spot. Maximum profit, still competitive.
What our users are saying
Real feedback from business owners with AI-powered insights
'Which jobs made me the most money last year?' Instant answer: commercial panel upgrades, $847 average profit. Residential rewires? $112. I completely restructured what jobs I take.
I typed 'what if I lose my biggest client?' It showed me exactly how many months of runway I'd have and which expenses to cut first. I stress-tested my business in 30 seconds.
It scanned 43 plumbers in my area and told me I was the cheapest by $65/hour. Raised my rates. Didn't lose a single customer. I was leaving $50K/year on the table.
Your accountant charges $200/hour for advice. AI is always on.
Real-time reports. Proactive alerts. Cash forecasting. Price intelligence. All the insights, none of the invoices.
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