Financial Management for Your Small Business… Made Easy

If you hate Quickbooks, want to eliminate the need for a bookkeeper, and reduce your bookkeeping costs by up to 90%… you’ll love CashFlowy.

MacBook Pro

 

CashFlowy is an elegant and efficient AI bookkeeping, client invoicing, and cash-flow management software for service-based micro businesses.

 

Founders Featured In

Forbes
Self Made Woman
Fast Company
Entrepreneur
Business Insider

Discover the Power of Our AI-Driven Financial
Management Features

 

 

Currency

Effortless Transaction Management

An AI solution that correctly syncs and categorizes your financial transactions… unlike mainstream solutions that are clunky and inflexible.

  • Your constantly updated and synchronized transactions
  • Reconcile categories with 1 click
  • Easily keep track of your cash transactions
Transactions

 

 

Reports

 

Reporting

Comprehensive Financial Reporting

Effortlessly generate Profit & Loss, Cash Flow, Balance Sheet, and Tax Documents with automation

  • Profit and Loss, Balance Sheet, Cash Flow reports
  • All prepared tax documents ready for your accountant
  • Gain insight through clear statistics

 

 

 

Invoice

Streamlined Invoice Management

Effortless invoice creation and customization

  • Create professional invoices in seconds
  • Customize invoices to match your brand
  • Easily track and manage invoicing history
Template

 

Created to support

We’ve done all the heavy lifting so you don’t have to — just simply start using CashFlowy.

 

 

  • Get on your own path of bookkeeping without stress.
  • Create branded and professional invoices in minutes.
  • Track your business spendings to maximize your deductions.
  • Save time on organizing your transactions and generating reports.
Support

 

 

Template

Why You’ll Love CashFlowy

  • Eliminate the need for a bookkeeper, saving you thousands per year, plus the frustration of having to hire, train, and retain someone
  • Makes it easy to see the most relevant financials in a real-time dashboard and run helpful, accurate reports
  • Has a smart AI chat you can ask questions using natural language to get information about your finances and get reports delivered to you in seconds
  • Provides you with easy and efficient invoicing, including pre-scheduling
  • Saves you time and makes you feel empowered about your finances

Frequently asked questions

Everything you need to know about the product and billing.

Is there a free trial available?

Yes, you can try us for free for 30 days. If you want, we’ll provide you with a free, personalized 30-minute onboarding call to get you up and running as soon as possible.

Is my money safe with CashFlowy?

We’re not a bank. Your money lives in your bank accounts, and CashFlowy does not have access to it. CashFlowy simply tracks your income, expenses, and profits.

Are there any hidden charges or commissions?

Nope!

Can I use CashFlowy on mobile?

Yes, we’ll be releasing a mobile app version for both iPhone and Android.

Do I need to install any software?

No! CashFlowy.ai is 100% cloud-based, which means you can access your account from any device as long as you’re connected to the internet. Your data is saved and backed up on our high-security cloud servers.

What happens when I start my free trial?

You’ll be able to use CashFlowy.ai and all of it’s features for 30 days for NO CHARGE. If you decide you love CashFlowy, you can keep your account for just $55 per month. If you decide that CashFlowy.ai isn’t for you, simply cancel with the click of a button within your 30-day free trial period. We’ll keep your data securely stored for 90 days after you cancel in case you change your mind and want to reactivate your account.

 

Get CashFlowy for
$55 / month

 

  • 30-day free trial
  • Personalized onboarding
  • Access to all features

 

Are you an enterprise? Contact us for special pricing.

Dashboard

Official Launch April 2024

Get on the VIP Waitlist, and you’ll get:

  • A behind-the-scenes peek as we build this game-changing solution.
  • Exclusive invite to a free trial of our beta version.
  • A chance to share your feedback and feature requests (you get to help shape CashFlowy.ai!)

We will never share your info.