CASHFLOWY FOR LAWYERS

CASHFLOWY FOR LAWYERS

CASHFLOWY FOR LAWYERS

You don't guess in your practice. Don't guess with your money.

You don't guess in your practice.
Don't guess with your money.

You don't guess in your practice.
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 this month.

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

"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.

"Cashflowy solves 99% of the accounting problems I see with clients."

— Jorge Alesna, Tax Attorney

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

The quiet stress

Every month, you make money.

And every month, you are still guessing.

You pay yourself whatever feels safe

No formula. You look at the balance, pick a number that seems okay, and hope you did not just underpay yourself again.

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 does not tell you what you can and should do now.

$300/mo, still guessing

Taxes arrive like an ambush

Panicking at Tax Season

Nobody withholds for you anymore. You had a good year, and somehow you owe $4,000 you did not set aside. April becomes a problem you solve with a credit card.

$4,000+ surprise

You had a good year. You still feel behind

The money came in. You cannot say where it went, or how much of it was ever really yours.

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 practice like yours.

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

Your real profit, 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.

Solo attorneys who stopped guessing.

Solo attorneys who stopped guessing.

Solo attorneys who stopped guessing.

Todd Threats Brand Strategy
Todd Threats Brand Strategy

Cashflowy for Lawyers

The best tool I've seen for lawyers to know the basic numbers of their business finances, with real human support behind it.

The best tool I've seen for lawyers to know the basic numbers of their business finances, with real human support behind it.

Ali Katz

Personal Family Lawyer · Founder, New Law Business Model

Cashflowy helps me stay focused and organized every day, it solves 99% of the accounting problems I see in my practice. You plug in your bank account and it automates everything, and there are real bookkeepers to help.

Cashflowy helps me stay focused and organized every day, it solves 99% of the accounting problems I see in my practice. You plug in your bank account and it automates everything, and there are real bookkeepers to help.

Galen Wood For Cashflowy SaaS Tech
Galen Wood For Cashflowy SaaS Tech

Jorge Alesna Jr.

Jorge Alesna Jr.

Solo Tax Attorney

Solo Tax Attorney

April used to ruin March. Now the tax money is set aside all year — I don't even think about it.

April used to ruin March. Now the tax money is set aside all year — I don't even think about it.

Jane Lockhart Health Coach Picture for Cashflowy.ai
Jane Lockhart Health Coach Picture for Cashflowy.ai

Jocelyn Portales

Jocelyn Portales

Estate Planning Attorney

Estate Planning Attorney

The best tool I've seen for lawyers to know the basic numbers of their business finances, with real human support behind it.

Todd Threats Brand Strategy

Ali Katz

Personal family lawyer

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

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...

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.

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 Logo

6 min

$39

Quickbooks Logo

Hours

$38-200

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

One tool. Every answer. $390/year.

One tool. Every answer. $390/year.

Happy customers

From business owners who are profit-focused.

Todd Threats Brand Strategy

Nina Sengsourichanh

Consultant

The perfect middle ground between spreadsheets and complex accounting software —without the cost or the hassle of managing an account. A great tool for contract work.

$4K+/yr

saved vs. a bookkeeper

Galen Wood For Cashflowy SaaS Tech

Alejandra Lira

Pet Groomer

Before, I'd look at my balance sheet and think, it was good enough — but I couldn't really tell what was going on. Cashflowy has a buffer for taxes built right in, and it handles owner's pay. It's almost too good to be true.

5-10 min week

to manage her finances

Jane Lockhart Health Coach Picture for Cashflowy.ai

Ashlee Jane

Functional Medicine Doctor

I tracked my Profit First transfers in spreadsheets. I'd been searching for a tool like this for over a year. When I logged in, my transactions were already matched. It's smarter than me.

+1 year

searching for the right tool

Happy customers

From business owners who are profit-focused.

Happy customers

From business owners who are profit-focused.

Todd Threats Brand Strategy

Nina Sengsourichanh

Consultant

The perfect middle ground between spreadsheets and complex accounting software —without the cost or the hassle of managing an account. A great tool for contract work.

$4K+/yr

saved vs. a bookkeeper

Galen Wood For Cashflowy SaaS Tech

Alejandra Lira

Pet Groomer

Before, I'd look at my balance sheet and think, it was good enough — but I couldn't really tell what was going on. Cashflowy has a buffer for taxes built right in, and it handles owner's pay. It's almost too good to be true.

5-10 min week

to manage her finances

Jane Lockhart Health Coach Picture for Cashflowy.ai

Ashlee Jane

Functional Medicine Doctor

I tracked my Profit First transfers in spreadsheets. I'd been searching for a tool like this for over a year. When I logged in, my transactions were already matched. It's smarter than me.

+1 year

searching for the right tool

Pricing

One plan. No surprises.

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

Unlimited Plan

Annual

Real-time clarity about every dollar

Real-time clarity about every dollar

$390

/year

Just $32.50/month, billed annually.

Just $32.50/month, billed annually.

Annual plan bonus:

Semi-annual financial review

Semi-annual financial review

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

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

Plus, everything in monthly:

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

Have questions? Book a free call with a bookkeeper.

Have questions?

Book a free call with an accountant.

Book a free call with a bookkeeper.

Stop guessing. Start knowing.

Start knowing.

Join thousands of solo attorneys who finally understand their finances.

7 day free trial
7 day free trial

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