FREE TRAINING

Everything Your
Bookkeeper Does
and More

1/10th the Price

Stop Playing Defense With Your Fianances

You'll finally see exactly where your money is going

You'll finally see exactly where your money is going

Amber Rae Perez Content Creator Picture For Cashflowy Review

Gregg Sugerman

Gregg Sugerman

Real Estate Coach.

Real Estate Coach.

I move money between accounts and Wave had such a hard time understanding those transactions.


Cashflowy recognized them immediatly and called them

a match transfer.

I was so grateful that problem was finally solved.

Click below to watch ↓

simple setup

6 minutes to get unstuck

No accountant needed. No overwhelm.

1

Connect your accounts

Cashflowy pulls your transactions automatically. No manual entry, no spreadsheets.

2 minutes

2

See what's really going on

Your real profit. Your real costs. What you can safely pay yourself — with taxes and a buffer already set aside.

Instant

3

Make decisions with confidence

Drop the bad client. Raise your rates. Hire help. You'll finally have the numbers to back up what your gut already knows.

Priceless

simple setup

6 minutes to get unstuck

No accountant needed. No overwhelm.

1

Connect your accounts

Cashflowy pulls your transactions automatically. No manual entry, no spreadsheets.

2 minutes

2

See what's really going on

Your real profit. Your real costs. What you can safely pay yourself — with taxes and a buffer already set aside.

Instant

3

Make decisions with confidence

Drop the bad client. Raise your rates. Hire help. You'll finally have the numbers to back up what your gut already knows.

Priceless

simple setup

6 minutes to get unstuck

No accountant needed. No overwhelm.

1

Connect your accounts

Cashflowy pulls your transactions automatically. No manual entry, no spreadsheets.

2 minutes

2

See what's really going on

Your real profit. Your real costs. What you can safely pay yourself — with taxes and a buffer already set aside.

Instant

3

Make decisions with confidence

Drop the bad client. Raise your rates. Hire help. You'll finally have the numbers to back up what your gut already knows.

Priceless

Features

Everything you need. Nothing you don't.

Human Support

A bookkeeper who's actually included.

Most services charge $300+/month for bookkeeper access. Yours is built in. A real person who knows your business, not a chatbot. Unlimited calls. Answers within 24 hours.

Bookkeeper Cashflowy Chat Human Online

Live

Unlimited

Support calls

24 hrs

Response Time

$0

Extra Charge

Clara AI Cashflowy
Clara AI, Your Financial Coach
Hi!
I'm Clara, your AI bookkeeper and financial coach.
If you want to talk to a human bookkeeper anytime, just type HUMAN.

Ask your financial coach...

AI Coach

Ask Clara anything about your business finances.

Clara answers in seconds with data from your actual accounts. Like having a CFO who never sleeps.

"Where is most of my money going?"

"Can I afford to hire?"

"Am I spending more than last month?"

Owner's Pay

Know exactly what you can pay yourself.

After revenue, expenses, taxes, and upcoming bills — what's actually yours every month? Cashflowy calculates your safe take-home in real time. No more guessing, no more pulling a number out of thin air.

Q1 2026
On track
$4,212
72% set aside
Due: Apr 15
tax ready

Your estimated tax amount updates in real time.

No more end of the year surprises. Cashflowy updates your estimated tax set-aside with every transaction, so you’re always ready. 

Dashboard

Know exactly where your money is.

Income, expenses, cash flow, and profit on one screen. Your dashboard updates in real time as transactions come in. No more logging into three apps to understand your own business.

Features

Everything you need. Nothing you don't.

Human Support

A bookkeeper who's actually included.

Most services charge $300+/month for bookkeeper access. Yours is built in. A real person who knows your business, not a chatbot. Unlimited calls. Answers within 24 hours.

Bookkeeper Cashflowy Chat Human Online

Live

Unlimited

Support calls

24 hrs

Response Time

$0

Extra Charge

Clara AI Cashflowy
Clara AI, Your Financial Coach
Hi!
I'm Clara, your AI bookkeeper and financial coach.
If you want to talk to a human bookkeeper anytime, just type HUMAN.

Ask your financial coach...

AI Coach

Ask Clara anything about your business finances.

Clara answers in seconds with data from your actual accounts. Like having a CFO who never sleeps.

"Where is most of my money going?"

"Can I afford to hire?"

"Am I spending more than last month?"

Owner's Pay

Know exactly what you can pay yourself.

After revenue, expenses, taxes, and upcoming bills — what's actually yours every month? Cashflowy calculates your safe take-home in real time. No more guessing, no more pulling a number out of thin air.

Q1 2026
On track
$4,212
72% set aside
Due: Apr 15
tax ready

Your estimated tax amount updates in real time.

No more end of the year surprises. Cashflowy updates your estimated tax set-aside with every transaction, so you’re always ready. 

Dashboard

Know exactly where your money is.

Income, expenses, cash flow, and profit on one screen. Your dashboard updates in real time as transactions come in. No more logging into three apps to understand your own business.

Features

Everything you need. Nothing you don't.

Human Support

A bookkeeper who's actually included.

Most services charge $300+/month for bookkeeper access. Yours is built in. A real person who knows your business, not a chatbot. Unlimited calls. Answers within 24 hours.

Bookkeeper Cashflowy Chat Human Online

Live

Unlimited

Support calls

24 hrs

Response Time

$0

Extra Charge

Clara AI Cashflowy
Clara AI, Your Financial Coach
Hi!
I'm Clara, your AI bookkeeper and financial coach.
If you want to talk to a human bookkeeper anytime, just type HUMAN.

Ask your financial coach...

AI Coach

Ask Clara anything about your business finances.

Clara answers in seconds with data from your actual accounts. Like having a CFO who never sleeps.

"Where is most of my money going?"

"Can I afford to hire?"

"Am I spending more than last month?"

Owner's Pay

Know exactly what you can pay yourself.

After revenue, expenses, taxes, and upcoming bills — what's actually yours every month? Cashflowy calculates your safe take-home in real time. No more guessing, no more pulling a number out of thin air.

Q1 2026
On track
$4,212
72% set aside
Due: Apr 15
tax ready

Your estimated tax amount updates in real time.

No more end of the year surprises. Cashflowy updates your estimated tax set-aside with every transaction, so you’re always ready. 

Dashboard

Know exactly where your money is.

Income, expenses, cash flow, and profit on one screen. Your dashboard updates in real time as transactions come in. No more logging into three apps to understand your own business.

Pricing

One plan. No surprises.

Everything included. Cancel anytime. 30-day money-back guarantee.

Monthly

Annual

2 months free

Unlimited Plan

Annual

Real-time clarity about every dollar

$390

/year

(save $78)

Just $32.50/month, billed annually.

Annual plan bonus:

Profit trends, business health + tax evaluation with a human bookkeeper

Semi-annual financial review

Plus, everything in monthly:

Human bookkeeper

Owner's pay calculator

Client invoicing + billing

AI financial coach

Cashflow tracking

Auto bank reconciliation

90-day financial forecast

Most popular

Have questions? Book a free call with a bookkeeper.

Pricing

One plan. No surprises.

Everything included. Cancel anytime. 30-day money-back guarantee.

Monthly

Annual

2 months free

Unlimited Plan

Annual

Real-time clarity about every dollar

$390

/year

(save $78)

Just $32.50/month, billed annually.

Annual plan bonus:

Profit trends, business health + tax evaluation with a human bookkeeper

Semi-annual financial review

Plus, everything in monthly:

Human bookkeeper

Owner's pay calculator

Client invoicing + billing

AI financial coach

Cashflow tracking

Auto bank reconciliation

90-day financial forecast

Most popular

Have questions?

Book a free call with a bookkeeper.

"If you want something simple, AI-based but with real humans behind it, coaches you can meet with anytime, at a very reasonable cost — you need to give Cashflowy an opportunity. I already feel the difference in my attention level."

Galen Wood For Cashflowy SaaS Tech

Melene Thompson

Real Estate Agent, Washington.

"I love having Clara, the AI, to answer any questions and help categorize things when I've just tended to not want to do it at all."

Jane Lockhart Health Coach Picture for Cashflowy.ai

Molly Trapp

Realtor,

California.

"For the first time in almost a decade I'm going to have the tools to run my business the way it was intended, because of the simplicity and efficiency. Thank you to Cashflowy for solving that problem for us."

Jane Lockhart Health Coach Picture for Cashflowy.ai

Ryan Blauser

Real Estate Agent,

Dallas–Fort Worth.

See what your next commission actually leaves you.

See what your commission

actually leaves you.

Join thousands of realtors who finally understand their finances.

7 day free trial
7 day free trial

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