Manage your money with confidence
Explore how Cashflowy helps you manage cash flow, pay yourself, plan for taxes, understand your finances, and make better business decisions — all from one live financial platform.
7 day free trial · $0 charged today · Cancel anytime
- AI Bookkeeping
Can bookkeeping happen automatically?
Connect your bank once and Cashflowy keeps your books up to date automatically.
Explore - Owner’s Pay
How much can I pay myself?
Know your safe Owner’s Pay based on your live financial data.
Explore - Tax Estimates
Have I saved enough for taxes?
Track your Estimated Tax Reserve as your bookkeeping stays current.
Explore - Human Bookkeeper
Can I talk to a real person?
Unlimited calls with a bookkeeper who knows your business, included at no extra charge.
Explore - Financial Insights
Where is my money going?
Understand your revenue, expenses, profit, and business trends without complicated reports.
Explore - Expense Planning
Can I afford this expense?
See how purchases affect your cash flow, Owner’s Pay, and financial recommendations before you spend.
Explore
Built for the Decisions You Actually Make
Most bookkeeping software records what happened. Cashflowy helps you decide what to do next.
Traditional bookkeeping software
Built to record the past
- Records transactions
- Creates reports
- Historical data
- Complex accounting workflows
- Multiple tools
Cashflowy
Built around your business today
- Automates your bookkeeping
- Explains your finances in plain English
- Live financial insights
- AI + human support when you need it
- One connected platform
How service providers use Cashflowy
Real service providers using Cashflowy to run their businesses with confidence.
Real Estate AgentRyan BlauserHow a Dallas agent spent a decade on QuickBooks frustrated, having to constantly manually fix his books, always struggling to know what to set aside in taxes.
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Compass CoachGregg SugermanHow a Compass Certified Performance Coach spends his days telling agents to treat their business like a business. He runs his own on Cashflowy, and it’s the tool he now points them to: less friction, less dread, and the visibility to stop guessing.
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Real Estate AgentMelene ThompsonHow a veteran agent was overpaying for a bookkeeping service that left her stressed and unsupported.
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