cashwerk - 2026 Pricing, Features, Reviews & Alternatives

Cashwerk is an all-in-one workflow management platform designed for service providers that integrates customer relationship management, project management, invoicing and time tracking functionalities. It caters to digital agencies, IT service providers, consultancies, craft and solar businesses, freelancers and startups seeking streamlined business operations. Developed in Germany with compliance to the General Data Protection Regulation, the platform centralizes workflows and enhances operational efficiency through digital transformation.

Cashwerk comprises more than fifteen specialized modules organized into four main engines for sales, work, support and finance. Key features include a visual Kanban style sales pipeline with drag and drop capabilities, deal tracking with probability assessments, task and follow up management and rapid quote generation. Additional modules include a customizable dashboard for key performance indicator monitoring, centralized customer management, project boards with Kanban visualization, granular task management for teams, precise time tracking for accurate reporting, resource and shift planning via the work manager, invoice creation in under sixty seconds, professional quote generation, inventory management through the asset manager, secure document storage in a cloud drive and synchronized team calendars. The platform also integrates an artificial intelligence assistant named Casper that automates repetitive tasks, generates operational summaries and facilitates natural language interactions across more than fifty integrated tools.

Cashwerk supports extensive third party integration with existing digital infrastructure and provides application programming interface access for custom connections to external applications. The system accommodates data import and export, email integration for seamless communication and mobile access for remote work scenarios. Compliance with German financial regulations is built in with GoBD invoicing and e invoicing standards such as ZUGFeRD and XRechnung. Enterprise tier options include custom development, white labeling and dedicated support to adapt the platform to specific business requirements while preserving the unified workflow approach.