Manage liquidity, reports, forecasts with all your bank, revenue, customer, and accounting data. Live and ready to use in minutes.
It demands more than just spreadsheets. You need a real-time overview of your bank accounts, balances, and transactions in one place. You need to analyze your revenue and customer data to make smarter decisions. You need to plan your liquidity based on historical data, forecast future scenarios, and track your financial health. That's what re:cap Insights offers you.
Access key metrics, bank accounts, and balances in a single, easy-to-read dashboard. Track cash inflows and outflows, so you’re always on top of your financials.
No more multiple bank logins, manual file uploads, or messy spreadsheets. See all your accounts, balances, and transactions in one dashboard. Plan ahead with liquidity forecasts and track key business metrics – all in one platform.
See the most important metrics and insights for liquidity management, reporting, and forecast – all in one platform.
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re:cap Insights is a software for financial management. It provides solutions to plan, manage, and optimize a company’s liquidity, ensuring they stay ahead and take control of their cash flow.
re:cap Insights delivers clear, data-driven insights across key financial areas, using information from bank accounts, payment providers, accounting systems, and revenue and customer data.
After a 14-day free trial, there are 3 plans available to use re:cap Insights.
1. Basic Plan
The Basic plan costs €0. Companies get an overview of their key financial metrics.
2. Insights Plan
The Insights plan comes at €39 per month with an annual subscription. With the Insights plan, companies deep dive into all their financial insights.
3. Funding & Insights Plan
The Funding & Insights plan has a customized pricing. Companies can get tailored funding and all insights into their finances.
If you want to learn more about our prices, check out the pricing page.
re:cap Insights is a software solution with which you can plan, manage, and optimize a company’s liquidity. Use cases include: liquidity management, reporting, or liquidity forecast.
You can connect all your data sources within 10 minutes and are good to go. There is no additional onboarding or further maintenance needed.
Certain banks might not support open banking API access. Additionally, especially Europe-based banks, might not provide access to savings accounts.
If this is the case it is still possible to import the data into Cash Insights by following two simple steps:
Besides offering access to classical bank accounts, we also offer access to a range of payment platforms, digital wallets and credit cards.
To set up the integration, please use the "Add EU or UK bank account option" and follow the instructions.
EU & UK
By open banking regulation the consent to fetch data for a bank account is valid for 90 days, but experience shows that most banks now provide a 180 days validity period.
North America (US & CA)
Most banks allow for an unlimited access to the bank accounts.
When a consent is about to expire, our platform automatically sends email reminders to the companies, which direct them to the reconnect flow in the app.
We’ve developed a proprietary LLM to classify bank transactions in real-time, generating financial insights from the tagged data. Our models tag transactions with up to 97% accuracy.
To ensure the highest quality insights, our internal data operations team reviews the automatic tagging. If there are any tags you still want to change, you can to so yourself and the LLM will learn it for the next time.
For Europe
By open banking regulation, a minimum of 90 days of transaction history is required, but experience shows that most banks supply >180 days of transaction history.
For North America
Experience shows that most banks provide >365 days of transaction history.
You can add unlimited bank accounts to your re:cap Insights account.
We cover more than 14,000+ banks from Europe and North America.
In Europe, we work with GoCardless to cover 2,500+ banks. The detailed coverage can be found in this overview.
For North American banks, we work with Plaid to cover 12,000+ banks. The detailed coverage can be found in this overview.
Let us know if a bank you need support for is not supported.
New balances and transactions from all bank accounts get fetched daily at midnight (CET time). After fetching new data, the Insights get updated.
You can add unlimited users to your re:cap Insights account.
Through benchmarks, companies can assess their performance against a database of over 2,500 companies on the re:cap platform within their industry, country, revenue size, and profitability status. This provides them with a comprehensive understanding of their status quo among their peers.
Companies can assess KPIs like Customer Concentration, NDR, Churn Rate, CAC payback period, or Gross Profit Margin.
re:cap Insights is currently available in English.
