Direct spend, mapped on arrival
Every transaction from your ledger and cards gets tagged to a team and a product as it lands, using rules you set once. No month-end sort through a thousand line items to figure out who spent what.
Reporting
Where does the money actually go each month?
CX Cash maps every dollar of spend to a team and a product, then splits shared costs like cloud, payroll tax and tooling across them, so the fully loaded total is the one you read off the dashboard.
CX Cash
Total spend
$1.84M
Shared costs
$412K
Teams
5
Allocated
100%
Spend by team · fully loaded
▲ +5.8% MoM Eng
Sales
Mktg
G&A
CS
| Team | Direct | Allocated | Total |
|---|---|---|---|
| Engineering | $598K | $114K | $712K |
| Sales | $372K | $86K | $458K |
| Marketing | $228K | $58K | $286K |
| G&A | $182K | $42K | $224K |
| Customer Success | $98K | $62K | $160K |
Half your spend never reaches a team, so the number is fiction
Direct costs are easy: this contractor sits in Sales, that license belongs to Marketing. The trouble is the other 40%. Cloud bills, the data stack, payroll taxes, rent, the finance and ops headcount that serves everyone. It all lands in one giant overhead bucket nobody owns. So when someone asks what Engineering really costs, you can point to salaries and not much else, and the answer you give is low by six figures.
What you can do
Shared costs, allocated on a basis you choose
Split cloud, tooling, payroll tax and G&A across teams by headcount, revenue or usage. Each shared dollar lands somewhere, so the totals add up to your actual spend with nothing parked in a mystery bucket.
Fully loaded totals by team and product
See direct, allocated and total side by side for every team and product line, so the cost you quote includes its real share of overhead and holds up when someone pushes on it.
Drill from the total to the receipt
Click any total to see the direct charges and the allocation math behind it. When a number looks off, you trace it to the source in seconds instead of rebuilding the workbook.
100%
of spend allocated, nothing in overhead limbo
Direct + Allocated
shown side by side
1 click
from total to source charge
Onboard in three steps
- 01
Tag your spend
Connect your ledger and cards, then set rules that route each transaction to a team and product. CX Cash applies them going forward with nothing to re-sort by hand.
- 02
Set your allocation basis
Pick how shared costs spread, by headcount, revenue or usage, per cost pool. Cloud can split by usage while G&A splits by headcount, all in one place.
- 03
Read the loaded view
Open the dashboard to see direct, allocated and total spend per team and product, and drill into any figure to check the math behind it.
Early access
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Questions
What is cost attribution and how is it different from cost allocation? +
Attribution is the broader job of tracing every dollar of spend back to the team or product that drives it. Allocation is the specific step of spreading shared costs, like cloud or G&A, across those teams on a chosen basis. CX Cash does both: it tags direct spend and allocates the shared pools, so the totals reconcile to your real spend.
How are shared costs split across teams? +
You choose the basis per cost pool. Headcount, revenue share or usage are the common ones. Cloud might split by usage while rent and G&A split by headcount. You set it once and CX Cash applies it every period so the method stays consistent.
Will the allocated totals tie back to my ledger? +
Yes. Every shared dollar gets assigned, so direct plus allocated across all teams equals total spend in your books. Nothing sits in an undivided overhead line, and you can reconcile the loaded view straight to the ledger.
Can I attribute spend by product, not just by team? +
Yes. The same tagging and allocation run against product lines, so you can see fully loaded cost per product and pair it with revenue to get a real margin per product instead of a blended one.
What if I disagree with how a cost was allocated? +
You can change the basis on any cost pool and the totals recompute across every team. Because each figure drills down to the underlying charges and the allocation logic, you can see exactly what moved and why before you publish the view.