Customer Success Stories
See how these service providers saved money, simplified bookkeeping, uncovered hidden expenses, and made more confident financial decisions. Your story could be next.
ConsultantTodd ThreatsHow a Consultant Found $90 in Forgotten Subscriptions with Cashflowy
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Holistic DoctorErica SteeleHow a Holistic Doctor Simplified Her Bookkeeping with Cashflowy
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Licensed TherapistZahra AdlooHow a Therapist Refinanced Her Mortgage with a Profit & Loss Statement from Cashflowy
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Health CoachJane LockhartHow a Women’s Health Coach Saved $8,800 a Year with Cashflowy
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Pet GroomerAlejandra LiraHow a Pet Groomer Cut Bookkeeping to 5 Minutes a Week with Cashflowy
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Naturopathic PhysicianAshlee JaneHow a Naturopath Replaced $300-a-Month AI Bookkeeping with Cashflowy
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Real Estate AgentMelene ThompsonMelene: Now She Tells Every Agent She Knows
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Real Estate AgentRyan BlauserRyan: Off QuickBooks, and Done Guessing
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Real Estate CoachGregg SugermanGregg: No More Flying Blind
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What lawyers say about Cashflowy
“The best tool I've seen for lawyers to know the basic numbers of their business finances, with real human support behind it.”
Ali KatzPersonal Family Lawyer · Founder, New Law Business Model“Cashflowy helps me stay focused and organized every day, it solves 99% of the accounting problems I see in my practice. You plug in your bank account and it automates everything, and there are real bookkeepers to help.”
Jorge Alesna Jr.Solo Tax Attorney“April used to ruin March. Now the tax money is set aside all year — I don't even think about it.”
Jocelyn PortalesEstate Planning Attorney
What agents say about Cashflowy
“For the first time in a decade, I have the tools to run my business the way I intended. Simple, efficient, and finally built for realtors.”
Ryan BlauserReal estate agent · TX“I've been using Cashflowy for months and it's made staying on top of my books infinitely easier. I work with way too many successful agents who struggle with this exact part of their business, and this is exactly the kind of solution they needed.”
Gregg SugermanCompass Certified Performance Coach
Hear it in their words.
“Simple, AI-based, with human bookkeepers at a very reasonable cost. You need to try it.”
Melene Thompson
Real estate agent · Compass · Washington
“I love having Cashflowy to answer any question and categorize. Now it's just done for me.”
Molly Trapp
Real estate agent · Compass · California
“For 24 years I avoided my finances. Meeting with Cashflowy's bookkeepers finally gave me control of my money.”
Brian Goldfarb
Real estate agent · Compass · New York
From solo business owners.
“It was one of the easiest decisions I’ve ever made. I need Cashflowy.”
Todd Threats
Consultant
“I love being able to put all my accounts in one place and watch things move.”
Ashlee Jane
Naturopathic Physician
“I love her! I love her so much!.”
Alejandra Lira
Pet Groomer