Frequently Asked Questions
FAQ
General
Pricing
Setup
Human Support
Taxes & Pay
Is Cashflowy actually built for someone like me?
If you're a service provider (coach, consultant, freelancer, therapist, trainer, freelancer, creative) in the U.S you're exactly who this was built for. Not enterprise companies, not e-commerce, not startups or physical stores. The dashboard, the tax tracking, the owner's pay calculator all assume you're running the business and wearing every hat.
I'm not a numbers person. Do I need to understand accounting to use this?
No. If you can log into your bank app, you can use Cashflowy. You connect your accounts (about 2 minutes), and the system handles the categorization, the math, and the tax estimates. If you get stuck, a real human bookkeeper is included in your plan.
I already check my bank balance. Why do I need something else?
Your bank balance shows what's in the account right now. It doesn't show how much is profit, how much you owe in taxes next quarter, or how much is safe to pay yourself. Cashflowy shows you what's actually happening.
Is my financial data safe with you?
Yes. Cashflowy uses bank-level 256-bit AES encryption and connects to your accounts through the same secure infrastructure major financial institutions use. We're read-only, we can see your transactions, but we can never move your money. Your credentials are never stored on our servers.
What does Clara, the AI coach, actually do?
Clara answers questions about your business using your real financial data, not generic advice. Ask her things like: "Can I afford to hire a VA right now?" "Why was last month's profit lower than April?" "If I close a $5K project, what should I set aside for taxes?" She pulls from your actual transactions and dashboard. Think of her as the layer between your numbers and a decision, so you're not interpreting reports on your own.
General
Pricing
Setup
Human Support
Taxes & Pay
Is Cashflowy actually built for someone like me?
If you're a service provider (coach, consultant, freelancer, therapist, practitioner, trainer, creative) in the U.S you're exactly who this was built for. Not enterprise companies, not e-commerce, not startups or physical stores. The dashboard, the tax tracking, the owner's pay calculator all assume you're running the business and wearing every hat.
I'm not a numbers person. Do I need to understand accounting to use this?
No. If you can log into your bank app, you can use Cashflowy. You connect your accounts (about 3 minutes), and the system handles the categorization, the math, and the tax estimates. If you get stuck, a real human bookkeeper is included in your plan.
I already check my bank balance. Why do I need something else?
Your bank balance shows what's in the account right now. It doesn't show how much is profit, an estimate of what you'll owe in taxes, or how much is safe to pay yourself. Cashflowy shows you what's actually happening.
Is my financial data safe with you?
Yes. Cashflowy uses bank-level 256-bit AES encryption and connects to your accounts through the same secure infrastructure major financial institutions use. We're read-only, we can see your transactions, but we can never move your money. Your credentials are never stored on our servers.
What does Clara, the AI coach, actually do?
Clara answers questions about your business using your real financial data, not generic advice. Ask her things like: “How much did I spend in software last year?” "Why was last month's profit lower than April?" “How do I save on taxes?” She pulls from your actual transactions and dashboard. Think of her as the layer between your numbers and a decision, so you're not interpreting reports on your own.
General
Pricing
Setup
Human Support
Taxes & Pay
Is Cashflowy actually built for someone like me?
If you're a service provider (coach, consultant, freelancer, therapist, practitioner, trainer, creative) in the U.S you're exactly who this was built for. Not enterprise companies, not e-commerce, not startups or physical stores. The dashboard, the tax tracking, the owner's pay calculator all assume you're running the business and wearing every hat.
I'm not a numbers person. Do I need to understand accounting to use this?
No. If you can log into your bank app, you can use Cashflowy. You connect your accounts (about 3 minutes), and the system handles the categorization, the math, and the tax estimates. If you get stuck, a real human bookkeeper is included in your plan.
I already check my bank balance. Why do I need something else?
Your bank balance shows what's in the account right now. It doesn't show how much is profit, an estimate of what you'll owe in taxes, or how much is safe to pay yourself. Cashflowy shows you what's actually happening.
Is my financial data safe with you?
Yes. Cashflowy uses bank-level 256-bit AES encryption and connects to your accounts through the same secure infrastructure major financial institutions use. We're read-only, we can see your transactions, but we can never move your money. Your credentials are never stored on our servers.
What does Clara, the AI coach, actually do?
Clara answers questions about your business using your real financial data, not generic advice. Ask her things like: “How much did I spend in software last year?” "Why was last month's profit lower than April?" “How do I save on taxes?” She pulls from your actual transactions and dashboard. Think of her as the layer between your numbers and a decision, so you're not interpreting reports on your own.
Didn't find what you were looking for?
Didn't find what you were looking for?
Contact Support here or book a free call with a bookkeeper
Contact Support here or book a free call with a bookkeeper
Try Cashflowy
Try Cashflowy
Connect your accounts in 2 minutes.
See your real profit, taxes owed, and safe owner's pay.
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