Get in touch with us
All of our Customer Service Agents are bookkeepers.
Users can chat with them live on our platform and schedule private online meetings as needed.
Frequently Asked Questions
How can this be so affordable?
Most tools need a lot of human help because they’re confusing and require manual work. Cashflowy is built to be clear and self-running with smart AI, so you rarely need support from a human bookkeeper - and when you do, it’s included.
Do I need a bookkeeper if I use Cashflowy?
Nope! You can totally do your own bookkeeping with Cashflowy. We’ve made it super simple to track income, log expenses, and stay organized—even if you’re not a “numbers” person. Our tools are built so solopreneurs like you can confidently manage money, without needing to hire a pro.
How can Cashflowy help me get ready for tax season know?
Cashflowy organizes everything behind the scenes so you’re always tax-ready. Income, expenses, deductions—it’s all neatly tracked and categorized. When tax season rolls around, just export your reports and you’re good to go. Easy peasy, no spreadsheet chaos.
Does Cashflowy integrate with my bank or payment tools?
Yes! Cashflowy connects with hundreds of banks, as well as PayPal and Wise, using secure Plaid integrations. That means your transactions flow right in—no copy-pasting or CSV drama.
Is Cashflowy better than traditional accounting software like QuickBooks?
Totally. Unlike traditional tools like QuickBooks that feel overwhelming, Cashflowy is built just for solopreneurs. We automate everything from expense tracking to invoicing and tax reports—no jargon, no clutter. Just clear, simple money management.
Can I replace my accountant with AI-powered bookkeeping software?
Yes! Cashflowy has smart AI that accurately does your bookkeeping for you - no human bookkeeper required. However, if you want to meet with a bookkeeper, have questions, or have a special scenario, all of our customer service agents are bookkeepers. You can jump on a live chat with them inside the platform, or schedule a private online meeting. With Cashflowy you get smart AI + human bookkeepers.