Contact

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we will gladly answer any questions you may have

UK : 41 Luke street Shoreditch EC2A 4DP London

US : PALO ALTO, CALIFORNIA PHONE: +1 408 8444 310

Poland: Aleje Jerozolimskie 96, 00-807 Warsaw


[email protected]

Support

 

> Privacy policy

 

 

 

 

Patrycja Strzelecka

@ +48 606 296 840

[email protected]

 

Łukasz Bystrzyński

@ +48 502 184 228
[email protected]

How does it work?

CashDirector legitimises the bank's access to SME clients’ accounting data and provides a better view of their financial situation, at the same time providing targeted offers of financing, based on real clients needs

- More new business - Attract more new customers
- More active clients - convert clients into first bank account clients
- More revenue - increased monetisation ofexisting Customer base
- Build customer engagement, loyalty and retention

Banks provide SME clients with a daily cash planner directly accessible within online banking

Benefits for Banks

MBA, Eng., 20 yr experience in management, PM, IT, process reengineering.

Al expert, investor, serial entrepreneur

MBA, Eng., 20 yr experience in management & business development. CIM, investor, serial entrepreneur

CEO

Rafał Strzelecki

CCO

Patrycja Strzelecka

Board of Advisors Director

Geoffrey Nicholson

30 yr business experience.

Senior positions in PwC BCG, 

Managing Int'l Business Development Partner

Luke Bystrzynski

24 yr experience in building and leading successful business. Ex PwC Partner, FS Lead

CTO

Robert Kaliszuk

10 yr experience in IT soft dev managament.  I automated accounting platforms impl for banks

CMO

Marlena Wieteska

15 yr experience in marketing strategy, cmms & digital.

Gamification expert

Operations Director

Anita Gołębiewska

10 yr experience in accounting outsourcing management.

Developed a Poland wide network

of accountants

Benefits for SMEs

Customers get Digital CFO they often cannot afford to hire

CashDirector books transactions in real-time, plans cash flow, helps in invoicing, collecting money, registering expenses (photo, OCR), paying bills, planning daily cash flow, avoiding cash shortages, accessing financing when needed

- Avoid cash liquidity problems in advance
- Get bank financing quickly and easily when needed
- Save time and money with automated accounting tools
- Manage business finances digitally

According to our SME surveys carried out in different countries, the general conclusions are almost the same. They need more time to manage their business and finances. Most of them continue to use manual, or less automated solutions.

They cannot afford

to hire finance managers nor to purchase expensive ERP systems

 

SMEs have

high loan rejection rates

Growing # of SMEs

= higher revenue + pool & increased scalability

Technology provides

a more efficient and scalable service, more accurate decision making, a (risk) tools pool & increased scalability

On the one hand SMEs are not the “easiest” banking customers...

 

...on the other hand they encompass some key business opportunities, all ready to be explored

Our Team

Over 100 FTEs. Combined experience in AI, banking, finance management, accounting automation, enterprise software development.

+90%

more transactions thanks to automated
payment / reconciliation functionality

 

+25%

more new business acquired thanks to differentiation and value added offers
within online banking

20 000 000

transactions processed with our
real-time robots last year

90 000

Small & Medium Businesses users

Our Numbers

& Awards

Opportunity

windows

DASHBOARD (SME perspective)
- summary of key information in real-time for SMEs to have at their “fingertips” all they need to know to manage business

Digital CFO for SMEs

This AI-enabled Digital CFO for SMEs, based on a real-time accounting platform directly accessible within online banking, automates daily financial tasks, helps manage day-to-day cash flow and provides easy access to financing when needed.

Private label platform for banks to acquire more new business, to activate more clients, to implement Advanced Loans Underwriting to increase SME portfolio monetization.

We are
CashDirector

Why SMEs?

ON-LINE real-time
DETAILED TRANSACTIONAL VS. HISTORICAL STATISTIC INFORMATION

Ecosystem

CashDirector is an important element of the SMEs banking ecosystem

100+

Industrial accounting robot implementations

Participated in 3 acceleration programs, including:

MIT Fintech Future Commerce award

EFMA 2016 Silver Medal (mBank mAccouting)

TOP 10 Hottest FinTech Startup

European Medal of
Business Centre Club

Best in Bank FinTech Implementation Award

EFMA 2017 Golden Medal (mBank mPower)

SME
BANK

LEAD GENERATOR: immediate
ending, factoring...

ON-LINE real-time
TRANSACTIONAL DATA FOR:

- more accurate risk decision

- hourly warning systems

- x-selling retention

- 360 customer view

- Flexible & interconnected modules
- Comprehensive functionality
Real-time "support"
"Live" experts for difficult cases

MY CASH
Managing cash flows & finances

ROBO-ACCOUNTING & TAXES
Automated bookings & returns
(on-line tax filing)

EASY TRANSACTIONS
Issuing invoices, making payments, OCRs

"widget" in
on-line banking

SMEs: profitable and less risky at the same time...

There are currently 150 million SMEs worldwide, underserved by accounting platforms and banks, to which CashDirector would like to address its services

SMEs are risky

and of low profitability

 

80% fail due

to cashflow management
problems

 

Over the next 5-10 years

B2B will likely represent the majority of
the workforce: a rapidly progressing trend

 

SMEs face

the total worldwide trade
finance gap of $1.6 trn

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