Stop paying $400 a month
to be confused
See where your money goes for 1/10th the price
AI bookkeeping + real human support for service providers who are profit focused.
14 day free trial
·
No credit card needed
Stop paying $400 a month
to be confused
See where your money goes for 1/10th the price
AI bookkeeping + real human support for service providers who are profit focused.
14 day free trial
·
No credit card needed
Stop paying $400 a month
to be confused
See where your money goes
at 1/10th the Price
AI bookkeeping + real human support for service providers who are profit focused.
14 day free trial
·
No credit card needed
Madelynne B
Consulting
I’d been trying to make Profit First work for three years. My bookkeeper had never heard of it . I was moving money around and had no idea if any of it was working.
Twenty minutes on the onboarding call. Now I take my Owner's Pay every month and I don't freeze up wondering if I'm allowed to.
3 years
trying to be profit focused
20 mins
onboarding call
Every month
owner's pay on schedule
Madelynne B
Consulting
I’d been trying to make Profit First work for three years. My bookkeeper had never heard of it . I was moving money around and had no idea if any of it was working.
Twenty minutes on the onboarding call. Now I take my Owner's Pay every month and I don't freeze up wondering if I'm allowed to.
3 years
trying to be profit focused
20 mins
onboarding call
Every month
owner's pay on schedule
Madelynne B
Consulting
I’d been trying to make Profit First work for three years. My bookkeeper had never heard of it . I was moving money around and had no idea if any of it was working.
Twenty minutes on the onboarding call. Now I take my Owner's Pay every month and I don't freeze up wondering if I'm allowed to.
3 years
trying to be profit focused
20 mins
onboarding call
Monthly
owner's pay on schedule
The problem
You didn't start your business to feel like an accountant.
QuickBooks says "Checking 1"
Doesn't speak Profit First. You translate every time.
$30-200/mo
Juggling multiple Bank Apps
Logging into each one to piece together the picture.
0 visibility
The spreadsheet you're babysitting
A Google Sheet tracking allocations that have taken over your life.
Hours of admin
Your bookkeeper doesn't get it
Thinks your 5 accounts are "unnecessary." Never heard of CAPs.
$300-500/mo
Replace all of this with one solution.
The problem
You didn't start your business to feel like an accountant.
QuickBooks says "Checking 1"
Doesn't speak Profit First. You translate every time.
$30-200/mo
Juggling multiple Bank Apps
Logging into each one to piece together the picture.
0 visibility
The spreadsheet you're babysitting
A Google Sheet tracking allocations that have taken over your life.
Hours of admin
Your bookkeeper doesn't get it
Thinks your 5 accounts are "unnecessary." Never heard of CAPs.
$300-500/mo
Replace all of this with one solution.
The problem
QuickBooks says "Checking 1"
Doesn't speak Profit First. You translate every time.
$30-200/mo
Juggling multiple Bank Apps
Logging into each one to piece together the picture.
0 visibility
The spreadsheet you're babysitting
A Google Sheet tracking allocations that have taken over your life.
Hours of admin
Your bookkeeper doesn't get it
Thinks your 5 accounts are "unnecessary." Never heard of CAPs.
$300-500/mo
You didn't start your business to feel like an accountant.
Replace all of this with one solution.
simple setup
15 minutes to get unstuck
Connect your accounts
Cashflowy pulls your transactions automatically. No manual entry, no spreadsheets. Works with Relay and 12,000+ banks.
2 minutes
See what's really going on
Your real profit. Your real costs. What you can safely pay yourself — with taxes and a buffer already set aside.
Instant
Make decisions with confidence
Know what to allocate, what to pay yourself, what to set aside for taxes. Every number updates live between allocation days.
Priceless
simple setup
15 minutes to get unstuck
Connect your accounts
Cashflowy pulls your transactions automatically. No manual entry, no spreadsheets. Works with Relay and 12,000+ banks.
2 minutes
See what's really going on
Your real profit. Your real costs. What you can safely pay yourself — with taxes and a buffer already set aside.
Instant
3
Make decisions with confidence
Drop the bad client. Raise your rates. Hire help. You'll finally have the numbers to back up what your gut already knows.
Priceless
simple setup
15 minutes to get unstuck
Connect your accounts
Cashflowy pulls your transactions automatically. No manual entry, no spreadsheets. Works with Relay and 12,000+ banks.
2 minutes
See what's really going on
Your real profit. Your real costs. What you can safely pay yourself — with taxes and a buffer already set aside.
Instant
Make decisions with confidence
Know what to allocate, what to pay yourself, what to set aside for taxes. Every number updates live between allocation days.
Priceless
Features
Everything you need. Nothing you don't.
A bookkeeper who is profit focused
Most services charge $300+/month for bookkeeper access. Yours is built in. A real person who knows your business, and understands Profit First.
Not a chatbot.
Live
Unlimited
Support calls
24 hrs
Response Time
$0
Extra Charge
Ask your financial coach...
Ask Clara anything about your business finances.
Clara answers in seconds with data from your actual accounts. Trained on Profit First methodology. Like having a CFO who never sleeps.
"Where is most of my money going?"
"What can I safely pay myself this month?"
"Am I spending more than last month?"
Know exactly what you can pay yourself.
Cashflowy looks at your revenue, your OPEX, your Tax set-aside, and your upcoming bills, then calculates what's actually safe to take as Owner's Pay this month. Based on your real allocation percentages, not a guess.
Your estimated tax bill updates every month.
Cashflowy calculates your real tax obligation, so your Tax account has the right number, not a default. When April comes, the money is there.
Know exactly where your money is.
Income, expenses, cash flow, and profit on one screen. Your dashboard updates in real time as transactions come in. No more logging into five banks to understand your own business.
Features
Everything you need. Nothing you don't.
A bookkeeper who is profit focused
Most services charge $300+/month for bookkeeper access. Yours is built in. A real person who knows your business, and understands Profit First.
Not a chatbot.
Live
Unlimited
Support calls
24 hrs
Response Time
$0
Extra Charge
Ask your financial coach...
Ask Clara anything about your business finances.
Clara answers in seconds with data from your actual accounts. Trained on Profit First methodology. Like having a CFO who never sleeps.
"Where is most of my money going?"
"What can I safely pay myself this month?"
"Am I spending more than last month?"
Know exactly what you can pay yourself.
Cashflowy looks at your revenue, your OPEX, your Tax set-aside, and your upcoming bills, then calculates what's actually safe to take as Owner's Pay this month. Based on your real allocation percentages, not a guess.
Your estimated tax bill updates every month.
Cashflowy calculates your real tax obligation, so your Tax account has the right number, not a default. When April comes, the money is there.
Know exactly where your money is.
Income, expenses, cash flow, and profit on one screen. Your dashboard updates in real time as transactions come in. No more logging into five banks to understand your own business.
Features
Everything you need. Nothing you don't.
A bookkeeper who is profit focused
Most services charge $300+/month for bookkeeper access. Yours is built in. A real person who knows your business, and understands Profit First.
Not a chatbot.
Live
Unlimited
Support calls
24 hrs
Response Time
$0
Extra Charge
Ask your financial coach...
Ask Clara anything about your business finances.
Clara answers in seconds with data from your actual accounts. Trained on Profit First methodology. Like having a CFO who never sleeps.
"Where is most of my money going?"
"What can I safely pay myself this month?"
"Am I spending more than last month?"
Know exactly what you can pay yourself.
Cashflowy looks at your revenue, your OPEX, your Tax set-aside, and your upcoming bills, then calculates what's actually safe to take as Owner's Pay this month. Based on your real allocation percentages, not a guess.
Your estimated tax bill updates every month.
Cashflowy calculates your real tax obligation, so your Tax account has the right number, not a default. When April comes, the money is there.
Know exactly where your money is.
Income, expenses, cash flow, and profit on one screen. Your dashboard updates in real time as transactions come in. No more logging into five banks to understand your own business.
See it for yourself.
See it for yourself.
See it for yourself.
COMPARE
Why solopreneurs are switching to Cashflowy.
Stop translating QuickBooks and explaining Profit First to your bookkeeper.
What you get
Real-time dashboard
Profit First account labels
AI financial coach
Owner's pay calculator
Tax estimate tracking
Bookkeeper access
Setup time
Monthly cost
Cashflowy
$39/mo
Yes
Automatic
Yes
Yes
Yes
Yes
15 min
$39
Quickbooks
$38-200/mo
Manual
No
No
No
Add-on
No
Hours
$38-200
Bookkeeper
$300-500/mo
Monthly
No
No
No
Quarterly
$$$/mon
Weeks
$300-500
One tool. Every answer. $39/month.
COMPARE
Why solopreneurs are switching to Cashflowy.
Stop translating QuickBooks and explaining Profit First to your bookkeeper.
What you get
Real-time dashboard
Profit First account labels
AI financial coach
Owner's pay calculator
Tax estimate tracking
Bookkeeper access
Setup time
Monthly cost
Cashflowy
$39/mo
Yes
Automatic
Yes
Yes
Yes
Yes
15 min
$39
Quickbooks
$38-200/mo
Manual
No
No
No
Add-on
No
Hours
$38-200
Bookkeeper
$300-500/mo
Monthly
No
No
No
Quarterly
$$$/mon
Weeks
$300-500
One tool. Every answer. $39/month.
COMPARE
Why solopreneurs are switching to Cashflowy.
Stop translating QuickBooks and explaining Profit First to your bookkeeper.
What you get
Real-time dashboard
Profit First account labels
AI financial coach
Owner's pay calculator
Tax estimate tracking
Bookkeeper access
Setup time
Monthly cost
15 min
$39
Hours
$38-200
Weeks
$300-500
One tool. Every answer. $39/month.
Pricing
One plan. No surprises.
Everything included. Cancel anytime. 30-day money-back guarantee.
Monthly
Annual
2 months free
Unlimited Plan
Annual
Real-time clarity about every dollar
/year
(save $78)
Just $32.50/month, billed annually.
Annual plan bonus:
Profit trends, business health + tax evaluation with a human bookkeeper
Semi-annual financial review
Plus, everything in monthly:
Human bookkeeper
Owner's pay calculator
Client invoicing + billing
AI financial coach
Cashflow tracking
Auto bank reconciliation
90-day financial forecast
No credit card required
Most popular
Have questions? Book a free call with an accountant.
Pricing
One plan. No surprises.
Everything included. Cancel anytime. 30-day money-back guarantee.
Monthly
Annual
2 months free
Unlimited Plan
Annual
Real-time clarity about every dollar
/year
(save $78)
Just $32.50/month, billed annually.
Annual plan bonus:
Profit trends, business health + tax evaluation with a human bookkeeper
Semi-annual financial review
Plus, everything in monthly:
Human bookkeeper
Owner's pay calculator
Client invoicing + billing
AI financial coach
Cashflow tracking
Auto bank reconciliation
90-day financial forecast
No credit card required
Most popular
Have questions?
Book a free call with an accountant.
FAQs
Common questions
I already have QuickBooks / Wave / Xero. Why switch?
I have Relay Bank. Will Cashflowy work with my accounts?
Can it really replace my bookkeeper?
What if I haven't fully implemented Profit First yet?
I'm using YNAB for Profit First. Why would I switch?
How does this compare to hiring a Certified Profit First Professional?
Is this really only $39/month?
What if I cancel? Can I keep my data?
FAQs
Common questions
I already have QuickBooks / Wave / Xero. Why switch?
I have Relay Bank. Will Cashflowy work with my accounts?
Can it really replace my bookkeeper?
What if I haven't fully implemented Profit First yet?
I'm using YNAB for Profit First. Why would I switch?
How does this compare to hiring a Certified Profit First Professional?
Is this really only $39/month?
What if I cancel? Can I keep my data?
FAQs
Common questions
I already have QuickBooks / Wave / Xero. Why switch?
I have Relay Bank. Will Cashflowy work with my accounts?
Can it really replace my bookkeeper?
What if I haven't fully implemented Profit First yet?
I'm using YNAB for Profit First. Why would I switch?
How does this compare to hiring a Certified Profit First Professional?
Is this really only $39/month?
What if I cancel? Can I keep my data?
Your next allocation day is coming. Be ready this time.
Your next allocation day is coming. Be ready this time.
Your next allocation day is coming.
Be ready this time.
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