CASHFLOWY FOR LAWYERS

You don't guess on a list price. Don't guess with your money.

You don't guess on a list price. Don't guess with your money.

Cashflowy calculates your revenue, expenses, taxes owed, and upcoming bills — then gives you one number: what you can safely take home after each closing.

Cashflowy calculates your revenue, expenses, taxes owed, and upcoming bills — then gives you one number: what you can safely take home after each closing.

"One of the most user-friendly tools I've ever used."

— Annie, Business Owner

$39/mo.

Your bookkeeper charges $300+ and can't give you this number.

"I love Cashflowy because of the visual cleanliness of it."

— Molly Trapp, Realtor.

You set your tax and buffer. Cashflowy does the math.

The quiet stress

Every closing, you get paid.

And every month, you are still guessing.

You pay yourself whatever feels safe

A commission check clears, you look at the balance, pick a number that seems okay, and hope the next deal closes before the money runs out.

Underpaid. Again

$30-200/mo

Your books tell you what happened

A year-end P&L, or a bookkeeper's report three weeks late, is a history lesson. It won't tell you what this commission actually leaves you today.

$300/mo, still guessing

Taxes arrive like an ambush

Panicking at Tax Season

Nobody withholds from a commission check. You had a great year and somehow owe $12,000 you never set aside. April becomes a problem you solve with a credit card.

$4,000+ surprise

You closed six deals. You still feel behind

The commissions came in. You can't say where they went, or how much was ever really yours after the split, desk fees, and lead-gen spend.

The money is there. You just can't see it

$300-500/mo

You're overpaying because no one built a bookkeeping tool specifically for a solo agent like you.

Until now.

simple setup

See your financial picture in 6 minutes

See your financial picture in 6 minutes

Step 1
2 minutes

Connect your accounts

Cashflowy pulls every transaction automatically and turns it Into a live picture of your money, with a 3-month forecast.

Step 2
instant

Know what's yours to take

Real commission after the split, real costs, and what you can safely pay yourself — with taxes and a buffer already set aside

Step 3
The Payoff

Your numbers, any day

Open Cashflowy and see exactly where you stand. with Clara Al + a human bookkeeper on standby.

Step 1
2 minutes

Connect your accounts

Cashflowy pulls every transaction automatically and turns it Into a live picture of your money, with a 3-month forecast.

Step 2
instant

Know what's yours to take

Profit, taxes, buffer, split for you. So you know exactly what's safe to pay yourself this month.

Step 3
The Payoff

Your numbers, any day

Open Cashflowy and see exactly where you stand. with Clara Al + a human bookkeeper on standby.

Features

Everything a solo attorney needs. None of what you don't.

Everything a solo attorney needs. None of what you don't.

Everything a solo attorney needs. None of what you don't.

Human Support
Human Support

A bookkeeper who's actually included.

Not a chatbot. A real person who knows your accounts, on unlimited calls, at no extra charge. They review the numbers so you do not have to trust software blindly.

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
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?"

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

Taxes handled all year.

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.

See it for yourself.

See it for yourself.

See it for yourself.

Agents who stopped guessing.

Agents who stopped guessing.

Agents who stopped guessing.

Todd Threats Brand Strategy
Todd Threats Brand Strategy

Ali Katz

Personal family lawyer ·

Founder, New Law Business Model

I move money between accounts and Wave had such a hard time understanding those transactions. Cashflowy recognized it immediately and called it a match transfer. I was s grateful that problem was finally solved.

I move money between accounts and Wave had such a hard time understanding those transactions. Cashflowy recognized it immediately and called it a match transfer. I was s grateful that problem was finally solved.

I move money between accounts and Wave had such a hard time understanding those transactions. Cashflowy recognized it immediately and called it a match transfer. I was s grateful that problem was finally solved.

Gregg Sugerman

Real Estate Coach.

"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

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

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

Ryan Blauser

Real Estate Agent,

Dallas–Fort Worth.

COMPARE

Why switch to Cashflowy.

One plan that replaces your bookkeeper, your accounting software, and the guesswork.

What you get

Real-time dashboard

AI financial coach

Owner's pay calculator

Tax estimate tracking

Bookkeeper access

Setup time

Monthly cost

Cashflowy

$39/mo

Yes

Yes

Yes

Yes

Yes

6 min

$39

Quickbooks

$38-200/mo

Manual

No

No

Add-on

No

Hours

$38-200

Bookkeeper

$300-500/mo

Monthly

No

No

Quarterly

$$$/mo

Weeks

$300-500

What you get

Real-time dashboard

AI financial coach

Owner's pay calculator

Tax estimate tracking

Bookkeeper access

Setup time

Monthly cost

Cashflowy

$39/mo

Yes

Yes

Yes

Yes

Yes

6 min

$39

Quickbooks

$38-200/mo

Manual

No

No

Add-on

No

Hours

$38-200

Bookkeeper

$300-500/mo

Monthly

No

No

Quarterly

$$$/mo

Weeks

$300-500

What you get

Real-time dashboard

AI financial coach

Owner's pay calculator

Tax estimate tracking

Bookkeeper access

Setup time

Monthly cost

Cashflowy Logo

6 min

$39

Quickbooks Logo

Hours

$38-200

Weeks

$300-500

One tool. Every answer. $39/month.

One tool. Every answer. $39/month.

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.

See what your next commission actually leaves you.

Start knowing.

Join thousands of solo agents who finally understand their finances.

7 day free trial
7 day free trial

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