Realtors needed a better money tool. So we built it.
Entrepreneurs behind it. Bookkeepers beside you. Powered by AI.
The money side was never built for the way you get paid.
Getting paid in commissions is different. Money comes in waves. Expenses don't wait. Taxes arrive months after the money does.
Most financial tools weren't designed for that.
So we built Cashflowy around the way you actually earn, spend, and plan.
The same money problem kept showing up.
After 20+ years building and scaling businesses, Heidi kept seeing capable business owners making good money but still unsure what they could actually spend, what belonged to taxes, and whether their books were under control.
The problem wasn't that they couldn't understand their finances. The tools weren't built around them.
That's what led to Cashflowy.
“When you understand your numbers, you unlock your freedom.”
The people behind Cashflowy.
We're a small team of entrepreneurs, engineers, marketers, operators and professional bookkeepers building the money platform realtors deserve.
Heidi DeCoux
Founder
Sacha Dumay
Co-Founder & CTO
Lana Shlafer
CMO & Founding Partner
And when you need a bookkeeper, you can reach one.
Cashflowy isn't software that leaves you alone with your numbers. Our professional bookkeepers are here when you need human support.
Small by design. Close to the work.
Cashflowy is a U.S. company built for U.S. real estate agents, with much of our team working together from Lisbon, Portugal.
We stay close to the product and the people using it. So when something needs fixing, answering, or improving, it doesn't disappear through layers. It gets solved.
Your money stays yours. So does your data.
- Secured with Plaid
- Bank-level encryption
- Read-only access
- We never sell your data
Your business should give you freedom. Your finances should too.
- You should always know what's yours.
- You should never be afraid to look at your numbers.
- You should always be able to reach a human when you need one.
That's the company we're building.