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I did Profit First for three years by setting up the targets, moving money between accounts and hoping. I never actually knew if it was working.
The onboarding only took me 6 minutes, and I could see my current allocations: my real profit, my tax buffer, total expenses and the exact amount I could pay myself.
The problem
QuickBooks talks in accounting terms
Built for accountants, not for you. You open it, get lost in debits and credits, and close it no wiser about your actual profit.
$30-200/mo
Your bookkeeper doesn't get it
One report a month, replies that take days, and no interest in helping you keep more profit.
$300-500/mo
Five accounts, zero clarity
You move money between profit, tax, and owner's pay accounts, then log into each one trying to piece together if any of it is working.
Still guessing
The spreadsheet that's always behind
A Google Sheet tracking your allocations that has quietly taken over your week. Miss a few entries and it stops telling you the truth.
Hours of admin
simple setup
Features
A bookkeeper who helps you keep more profit.
Most services charge $300+/month for bookkeeper access. Yours is included. They know the way you run your money and they're there when you need them. Ask anything, get a straight answer.
Live
Unlimited
Support calls
24 hrs
Response Time
$0
Extra Charge
Ask your financial coach...
Ask Clara AI anything about your business finances.
Clara AI answers in seconds with data from your actual accounts. Trained to help you keep more profit. Like having a CFO who never sleeps.
"Did I actually keep a profit this month?"
"Where is most of my money going?"
"Am I spending more than last month?"
Know exactly what you can pay yourself.
Cashflowy looks at your profit, revenue, expenses, tax set-aside, and your upcoming bills, then calculates what's actually safe to take as Owner's Pay every month. So your CAPs are always clear.
Never get blindsided by a tax bill.
Cashflowy updates your estimated tax with every transaction and shows you exactly how much to set aside, so you're ready year-round instead of scrambling in April.
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 five banks to understand your own business.
Your target allocations are the plan: what should go to profit, pay, taxes, and expenses.
The hard part has always been seeing your current allocations. Cashflowy shows them live, so you always know if you're on track.
COMPARE
One tool. Every answer. $39/month.
happy customers
Real Results
From business owners who run their finances.
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