cashwerk.io : Unified platform for CRM, projects, and invoicing

cashwerk is a modular, AI-powered business platform designed to unify essential business operational processes such as customer relationship management (CRM), project management, finance, and team support into a single interface. Built for small and mid-sized teams aiming to eliminate inefficiencies, it offers automation-driven workflows to reduce manual tasks across departments.

At its core is CASPER, an AI copilot that interprets natural language commands to execute actions across all modules. cashwerk replaces fragmented tools, file chaos, and spreadsheet-based processes with a centralized, intelligent workspace.

What are the key features of cashwerk?

AI Engine (CASPER) – Your intelligent copilot

CASPER is cashwerk’s natural language processing engine, designed to simplify day-to-day operations by transforming plain language instructions into concrete actions across the platform.

• Supports commands like “Create invoice for TestCorp”
• Integrated with multiple AI providers (OpenAI, Gemini)
• Saves up to 20 hours of manual work per user each week
• Active across all modules for consistent, cross-functional use

Integrated document workspace with smart file linking

cashwerk includes a native drive system that allows users to manage and share files with granular access control, eliminating the need for third-party storage tools.

• Organize documents using flexible folder structures
• Share internally and externally with password protection and expiration dates
• Each file is intelligently linked to related clients, projects, or tasks
• No reliance on email attachments or version tracking tools

Project and invoice automation via drag-and-drop

The platform simplifies project-based invoicing by automating calculations and document creation through a visual interface.

• No spreadsheets or manual formulas
• Drag line items into order, and cashwerk handles totals and taxes
• Project time tracking and invoicing are fully integrated
• Reduces billing errors and manual reconciliation steps

CRM, finance, and support in one connected system

cashwerk consolidates key operational domains into a unified system, enabling seamless data flow and transparency between teams.

• CRM with contact, company, and deal tracking
• Project modules linked to both financial and client records
• Support workflows integrated into client profiles
• Finance views updated in real time as actions occur

Data ownership and privacy controls

Unlike traditional document sharing tools, cashwerk offers full control over data visibility and access, ensuring security across collaborative workflows.

• Internal and external sharing with defined permissions
• Time-limited access and download restrictions
• Ideal for sharing sensitive contracts, financial reports, and client deliverables

To summarize

cashwerk provides organizations with a unified solution to:

• Automate everyday tasks using AI-driven commands across all departments
• Eliminate tool fragmentation by centralizing CRM, invoicing, and project management
• Streamline document handling through a secure, integrated drive system
• Gain real-time visibility into financials, operations, and client activity
• Save time and reduce manual errors in administrative and billing processes

With its combination of AI automation, centralized workspaces, and modular flexibility, cashwerk supports teams seeking to modernize internal workflows and gain full control over their operations without relying on disconnected tools or spreadsheets.