Apply for Beta

Apply for the CashMountain beta

Share your business details so we can understand your workflow and contact you about beta access.

Tell us about your business

Tell us about your service business and what you want CashMountain to help with.

About this beta

What you can use

  • Quotes, work orders, invoices, payments, and customer statements.
  • Business insight views for outstanding money and recent activity.
  • A practical workflow built for everyday service business admin.

What we ask from beta users

  • Use CashMountain with real business scenarios where you are comfortable doing so.
  • Tell us what feels unclear, slow, missing, or useful.
  • Share bugs or ideas through our Feedback link.

What happens next

  • We review your application.
  • If selected, we'll contact you with beta access.
  • During beta, usage limits may apply while we improve the product.

Before you apply

  • Use a business email you check regularly.
  • Beta features may change as we improve workflows based on usage and feedback.
  • Data backup and export options are improving, but treat beta as an actively evolving environment.
  • Beta access is limited and may include usage limits while we improve the product.

Need to update your application?

Submit the form again with the same email address and we will use your latest answers.

Need help or want to share extra notes? Use the Feedback link.