Saturday Solopreneurs: 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.

Self-Driving system made for solopreneurs

Set it once. Let it run.


Track income, categorize expenses, and calculate taxes — in the background.


You stay focused on revenue work.


See exactly what to spend, save, and pay yourself
Real-time dashboard for cash, taxes, and profit
No guesswork. No complexity. Just profit clarity.


All at a price that makes sense for lean businesses.


Stop forcing tools built for others.


Start using a system built to
maximize your profit.

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

Built to help you make and keep more money

Self-Driving system made for solopreneurs

Set it once. Let it run.


Cashflowy tracks income, categorizes expenses, and calculates taxes — in the background.
You stay focused on revenue work.


See exactly what to spend, save, and pay yourself
Real-time dashboard for cash, taxes, and profit
No guesswork. No complexity. Just profit clarity.


All at a price that makes sense for lean businesses.


Stop forcing tools built for others.


Start using a system built to
maximize your profit.

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.

The first platform that helps solopreneurs keep more profit in under 1 hour/month.

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

No more waiting for your accountant to tell you what happened. You’ll know what to do next, now

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

Stop feeling behind. Start feeling confident about your money

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.

Saturday Solopreneurs: Special Pricing expires December 31, 2025

Pricing

Everything you need, no hidden fees

Bank-level security. Powered by Plaid. For U.S. businesses only.

Monthly

$ 29/mo

Limited-time offer

Annual

$ 290/yr

Best Value: 2 months free

From chaos to... profit

The simple system that turns busy months into profitable ones.

Pay yourself confidently every month

Know exactly what's going in and out

Finances handled in under 1 hour

Tax-ready, all year — no surprises

More clarity, more profit, more peace

What people are saying

Mike Kim

Founder & 3x bestselling author

Zahra Adloo

Wellness Coach

Madelynne Brazile

Entrepreneur

Francis Hebron

Real Estate Investor

Selena Soo

“A complete no brainer. You get a tool that saves money, increases profit.

It gives you access to a founder who actually listens and improves the product based on your needs.”

Julia Myers

“As a solopreneur, I don’t want to navigate complicated bookkeeping tools.

Cashflowy gives me exactly what I need in a way that feels clear and manageable.”

Galen Wood

"Cashflowy is saving me $500 per month in bookkeeping & accounting costs.

It's helping me avoid panic and surprises at tax time. Priceless!"

Katherine Pomerantz

“Cashflowy is clear, simple, and straightforward.

It makes bookkeeping & tax prep easy to understand and effortless to manage.”

What people are saying

Mike Kim

Founder & 3x bestselling author

Zahra Adloo

Wellness Coach

Madelynne Brazile

Entrepreneur

Francis Hebron

Real Estate Investor

Selena Soo

“A complete no brainer. You get a tool that saves money, increases profit & gives you access to a founder who actually listens and improves the product based on your needs.”

Julia Myers

“As a solopreneur, I don’t want to navigate complicated bookkeeping tools. Cashflowy gives me exactly what I need in a way that feels clear and manageable.”

Galen Wood

"Cashflowy is saving me $500 per month in bookkeeping & accounting costs and helping me avoid panic and surprises at tax time. Priceless!"

Katherine Pomerantz

“Cashflowy is clear, simple, and straightforward. It makes bookkeeping & tax prep easy to understand and effortless to manage.”

From chaos to profit

The simple system that turns busy months into profitable ones

Guessing what's safe to pay yourself

Pay yourself confidently every month

Confused about where the money goes

Know exactly what's going in and out

Losing time fixing invoices and recepits

Finances handled in under 1 hour/month

Tax-time panic, every year

Tax-ready, all year — no surprises

Working non-stop, but still broke

More clarity, more profit, more peace

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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