For The Interested: Special Pricing expires December 31, 2025
Hate bookkeeping?
You can still make profit.
The first platform built to maximize accounting,
tax tracking, and profit coaching — all in one place.
Cancel anytime
10-min setup
We will never share or sell your data.
For U.S. businesses only.
Hate bookkeeping?
You can still
make profit.
The first platform built to maximize bookkeeping, tax tracking, and profit coaching — all in one place.
✓ Cancel anytime ✓ 10-min setup
For U.S. Businesses Only
The busy-but-broke trap
As a solopreneur you're probably:
Not sure what you can actually pay yourself
Avoiding your numbers because they're unclear
Spending hours on admin instead of revenue work
Working more without seeing more profit
Scrambling every tax season with no clear record
It’s not your fault
The system was built to keep you spinning
Traditional accountants cost +$300/month
Business gurus sell hustle not systems
CPAs and financial advisors want you dependent
QuickBooks was built for compliance, not profit clarity
Why Cashflowy is different
It's built to help you make more & keep more.
The Self-Driving Profit System
Imagine your money running on autopilot.
Set it up once. Let it run in the background.
You set your profit goals. Cashflowy tracks income, categorizes expenses, monitors tax obligations, shows you what you can pay yourself, and tells you what your next money move should be.
Automatically. So you can focus on revenue work, not admin work.
The busy-but-broke trap
As a solopreneur you're probably:
Not sure what you can actually pay yourself
Avoiding your numbers because they are unclear
Spending hours on admin instead of revenue work
Working more without seeing more profit
Scrambling every tax season with no clear records
It's not your fault. The system wasn't built for one-person businesses.
CPAs and financial advisors want you dependent
QuickBooks was built for compliance, not profit clarity
Traditional accountants cost +$300/month
Business gurus sell hustle, not systems
No one tells you what you actually need.
Why Cashflowy is different
It's built to help you make more money and keep more money
The Self-Driving Profit System
Imagine your money running on autopilot.
Set it up once. Let it run in the background.
You set your profit goals. Cashflowy tracks income, categorizes expenses, monitors tax obligations, shows you what you can pay yourself, and tells you what your next money move should be.
Automatically. So you can focus on revenue work, not admin work.
14-day free trial, cancel anytime.
Let your finances run themselves
Cashflowy turns bookkeeping, taxes, and financial planning into a self-driving system — so you keep more money, work fewer hours, and finally feel in control.
Consistent Paychecks
Know exactly what's safe to pay yourself each month. No guessing
Clear Cash Flow & Profit Focus
One dashboard shows where money goes and how to increase profit faster.
Tax Ready Year-Round
Automatic tracking, rolling estimates, and smart reminders. no surprise tax bills.
One Hour a Month — Total Control
Cashflowy runs in the background while you build your business.
14-day free trial
Let your finances run themselves
Cashflowy turns bookkeeping, taxes, and financial planning into a self-driving system.
How it works
Securely connect your business accounts — in just 5 minutes.
We categorize your transactions and build your real-time dashboard.
Review in under 60 mins a month and stay confident about your next move.
Consistent Paychecks
No more "I hope there's enough". See exactly what's safe to pay yourself each month
Clear Cash Flow & Profit Focus
One dashboard that shows you where your money's going, and where to focus to profit faster
Tax Ready, Always
Automatic tracking, rolling estimates, and smart reminders mean no surprise tax bills, ever again
One Hour a Month — Total Control
Less time managing money. Cashflowy runs in the background while you run your business.
How it works
Securely connect your business accounts, in just 5 minutes
We categorize your transactions and build your real-time dashboard
Review in under 60 mins a month, & stay confident about your next move
Watch the demo here.
See how simple clarity can be.
Watch the demo here.
See how simple clarity can be.
We will never share or sell your data.
Your built-in finance team
Cashflowy isn’t just smart AI software — it’s also caring humans
Clara, your AI analyst, keeps your books straight and provides
real-time financial insights.
Human accountants available to meet with you anytime to answer your questions.
Your built-in finance team
Cashflowy isn’t just smart AI software — it’s also caring humans.
Clara, your AI analyst,
keeps your books straight
Our human accountants are
there when you need them
Straight answers and real support, as soon as you sign up:
1:1 onboarding
Private live walkthrough with a human accountant
On-Demand support
Speak with a friendly, patient bookkeeper
Plain-English guidance
No confusing jargon, just clear answers
1:1 onboarding
Private live walkthrough with a human accountant
On-Demand support
Speak with a friendly, patient human bookkeeper
Plain-English guidance
No confusing jargon, just clear answers
Features you will actually use
Get to financial health and complete confidence
Pricing
Everything you need, no hidden fees
For U.S. businesses only.
Monthly
$ 29/mo
Limited-time offer
No commitment — cancel anytime.
Annual
$ 290/yr
Best Value: Save 58/yr
Try it free for 14 days, then get 2 months on us.
Features you will
actually use
Get to financial health and complete confidence.
Pricing
Everything you need, no hidden fees
For U.S. Businesses Only
Monthly
$ 29/mo
Limited-time offer
Annual
$ 290/yr
Best Value: 2 months free
What people are saying
Selena Soo
Top 10 USA Today Bestseller, PR Expert
Mike Kim
Founder & 3x bestselling author
Tracy Myers
Business Coach
Zahra Adloo
Wellness Coach
Madelynne Brazile
Entrepreneur
Francis Hebron
Real Estate Investor
What people are saying
Selena Soo
Top 10 USA Today Bestseller, PR Expert
Mike Kim
Founder & 3x Bestselling Author
Zahra Adloo
Wellness Coach
Francis Hebron
Real Estate Investor
Lana Shlafer
"Cashflowy is by far the most user-friendly solution"
Galen Wood
"Cashflowy is saving me $500 per month in bookkeeping costs "
Katherine Pomerantz
"Cashflowy is straightforward and simple, making bookkeeping easy"
Lana Shlafer
"Cashflowy is by far the most user-friendly solution"
Galen Wood
"Cashflowy is saving me $500/month in bookkeeping costs "
Katherine Pomerantz
"Cashflowy is simple and straightforward, making bookkeeping easy"
Frequently Asked Questions
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.
Can I send professional invoices and get paid faster?
Absolutely. With Cashflowy, you can send sleek, branded invoices in just a few clicks. Accept payments via Stripe or PayPal and set up automatic reminders to reduce late payments. You’ll spend less time chasing clients—and get paid faster.
How can Cashflowy help me get ready for tax season
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.
Is my financial data secure with Cashflowy?
Yes, 100%. We use bank-level encryption and secure integrations with trusted platforms like Wise and PayPal. Your data is locked down tight with multiple layers of protection—so your finances stay private, secure, and only accessible by you.
What’s the cancellation policy if Cashflowy isn’t right for me?
No stress. Cancel anytime during your 14-day free trial and you won’t be charged. If you’ve already subscribed, you’ll still have full access until the end of your billing cycle. We believe in giving you total control.
How does Cashflowy actually help with bookkeeping?
Cashflowy does the busywork for you. Our smart AI auto-categorizes your income and expenses, keeps your reports up to date, and even reminds you about overdue invoices. It’s bookkeeping that runs quietly in the background—so you can focus on your zone of genius.
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.
Do I need a credit card for the free trial?
Yep, we do ask for a credit card—but you won’t be charged a thing during your 14-day free trial. We’ll even send you a reminder before your trial ends, so you’re always in control of your decision.
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.
How does Cashflowy automate invoicing for small businesses?
Create and send invoices in minutes with: Beautiful, branded templates One-click payment via credit card or PayPalAutomated reminders that nudge late payers With Cashflowy, you get paid on time—without the awkward follow-ups.
Can I replace my accountant with AI-powered bookkeeping software?
For many solopreneurs, yes. Cashflowy handles all the day-to-day stuff—tracking expenses, creating reports, prepping for taxes. If your finances are simple, you may not need an accountant at all. But for tricky tax situations or strategic advice, having a tax pro in your corner can still be helpful.
How does Cashflowy help me manage my cash flow?
With Cashflowy, you’ll always know where your money’s going. Our dashboard shows you real-time income and expense trends, so you can make smarter decisions, avoid cash shortfalls, and plan your next move with confidence.
How do I switch to Cashflowy from my current software?
Easy. Just connect your bank accounts and we’ll import your transactions automatically. You can also upload past data or spreadsheets for a fresh start. In most cases, you’ll be fully set up in under 15 minutes.
Do you share my financial or business data with OpenAI or third parties?
No. Your data is always kept private and secure. We do use your data to help train our AI engine — but in a safe, aggregated, and anonymous way that never exposes your identity or business details to others. Our AI is built to understand patterns, not to broadcast who you are.
Here’s how it works: your transactions, revenue, and financial flows help the model learn how numbers move in businesses like yours. Over time, that lets it surface smarter insights, forecasts, and next-best actions — so you get a more powerful financial coach. But your specific data, your business name, or your personal info never gets shared or sold.
In short:
✅ Your data is not shared with OpenAI or third parties.
✅ We train our model using aggregate, anonymized patterns.
✅ That means your business remains private, and the AI just learns how to serve you better.
Pricing
Everything you need, no hidden fees
Bank-level security. Powered by Plaid. For U.S. businesses only.
Monthly
$ 29/mo
Limited-time offer
No commitment — cancel anytime.
Annual
$ 290/yr
Best Value: Save 58/yr
Try it free for 14 days, then get 2 months on us.
© 2025 Cashflowy.ai. All rights reserved. Terms of Service | Privacy | Cancellation Policy
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