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Cashflowy: Smart Accounting for Small Businesses

Product Introduction

Running a small business means wearing many hats—but bookkeeping shouldn't be your full-time job. That's where Cashflowy steps in, acting like a financial co-pilot for US-based businesses. Image

At its core, this tool combines AI smarts with human expertise to simplify money management. Think of it as having an accountant in your pocket who never sleeps: tracking every dollar, flagging tax obligations, and even suggesting optimal owner salaries—all while costing less than most gym memberships.

Key Features

Your AI Financial Assistant (Clara)

Ever stared at spreadsheets wondering "Can I afford to pay myself this month?" Clara analyzes your data to give instant answers—no accounting degree required.

Real Bookkeepers on Demand

Unlike purely automated tools, Cashflowy provides unlimited access to human experts. Got a tricky tax question? A real person reviews your books and calls back within 24 hours.

Money Maps That Make Sense

The visual dashboard transforms numbers into actionable insights. See cash flow trends at a glance with color-coded charts that highlight what actually matters—like which clients pay late or which expenses are bleeding you dry.

Automatic Transaction Triage

Connect your bank accounts once, and watch as the software:

  • Sorts transactions into categories ("Office Supplies" vs "Client Meals")
  • Flags duplicate charges (like Jane's discovery of $200/month in unused app subscriptions)
  • Updates tax estimates with each purchase

Invoice Integration

Create professional invoices that automatically sync with your books when paid—no more manual entry errors.

Product Data

  • Price: $29/month (no long-term contracts)
  • Trial: 14-day free trial (no credit card required)
  • Best For: Businesses making $10K-$2M annually
  • Time Savings: Users report cutting bookkeeping hours by 80%
  • Security: Bank-level encryption with read-only access to connected accounts

Start Your Free Trial

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