Turn on the power of CashPro® Forecasting
You already use CashPro. But with CashPro Forecasting, you can unlock even more—turning everyday treasury data into fast, forward-looking insights.
Already built in, ready to go
It’s time to use CashPro to its full potential. CashPro Forecasting is ready to be switched on—no extra systems, no complex setup, and available at no cost to CashPro users.
- Get powerful cash forecasting in minutes, not days.
- See a full view of your cash position, including accounts at other banks.
- Turn static spreadsheets into actionable insights.
- Get customized reports with insights across risk and cash flows.
- Enhance visibility into cash flow to streamline decision-making.
From uncertainty to clarity
In a changing financial and business landscape, success comes from anticipating—not reacting. In 2025, over 3,000 companies used CashPro Forecasting to save 250,000+ hours, turning manual forecasting into fast, intelligent insights and staying ahead of volatility.
“We have identified several productive use cases for the BofA CashPro Forecasting tool. Its intuitive yet dynamic design has made implementation straightforward and allowed multiple teams to quickly derive value.”
Award-winning for a reason
Bank of America’s AI and digital capabilities continue to set a new standard and deliver real, measurable value to clients. We were recognized in four innovation awards across multiple categories in 2025 Datos Impact Awards.
Veeva Systems case study: Forecasting made simple
Veeva Systems, a cloud-computing company focused on the pharmaceutical and life science industries, was seeking to maximize the effectiveness of its lean treasury department. They were manually downloading transaction data from CashPro to Microsoft Excel on a weekly basis. Not only did this take time, but it limited their ability to assess cash flow and forecast payments, causing the company to keep excess cash in its operating accounts.
By activating CashPro Forecasting, Veeva transformed its forecasting process from manual and time-sensitive to automated and insight-driven. Now, with greater visibility and more accurate projections, their team can avoid excess idle cash, move faster, and make more confident financial decisions.
Increased visibility
Automated data updates provide a clear, real-time view of cash inflows and outflows in one place. By eliminating manual import, they now save hours each week while improving forecasting accuracy.
Smarter use of cash
More accurate forecasts help the team predict cash needs precisely, avoid overfunding accounts, and move excess cash into higher-yield savings or investments.
Smooth implementation
The system is intuitive, easy to adopt, and highly reliable—allowing teams to get started quickly without technical complexity and scale it across the organization.
Level up your cash flow forecasting
Get started with CashPro Forecasting today and discover how it can help you make better cash decisions.
