BOOKKEEPING FOR REALTORS

BOOKKEEPING FOR REALTORS

See what your next commission

See what your next commission

See what your next commission

actually leaves you.

actually leaves you.

actually leaves you.

Join thousands of real estate agents who finally understand their finances.

Join thousands of real estate agents who finally understand their finances.

"Thank you for solving this for realtors."

— Ryan Blauser, Realtor.

"Thank you for solving this for realtors."

— Ryan Blauser, Realtor.

The quiet stress

Every closing, you get paid.

Every closing, you get paid. And every month, you're still guessing.

And every month, you're 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

If you don't set money for taxes aside every month, you have a problem in April.

$12,000+ surprise

You closed six deals, but still feel behind

The commissions came in but you can't say where they went, or how much was ever really yours.

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

$300-500/mo

No one built a bookkeeping tool specifically for a solo agent like you. Until now.

No one built a bookkeeping tool specifically for a solo agent like you. Until now.

simple setup

6 minutes to get unstuck

6 minutes to get unstuck

6 minutes to get unstuck

No accountant needed. No overwhelm.

No accountant needed.

1
1
1

Connect your accounts

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

Cashflowy pulls your transactions automatically. No manual entry or spreadsheets.

2 minutes

2 minutes

2
2
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.

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

Instant

Instant

3
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.

Drop the bad client. Raise your rates. Hire help. You'll finally have the numbers to make smarter decisions.

Priceless

Priceless

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 a realtor needs. Nothing they don't.

Everything a realtor needs. Nothing they don't.

Everything a realtor needs. Nothing they don't.

Human Support
Human Support

A bookkeeper who's included.

A bookkeeper who's included.

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 AI anything about your business finances.

Ask Clara AI anything about your business finances.

Clara AI 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.

Know exactly what you can pay yourself.

After commissions, 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.

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.

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.

Todd Threats Brand Strategy

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 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 grateful that problem was finally solved.

Gregg Sugerman

Gregg Sugerman

Real Estate Coach

Real Estate Coach

"If you want something simple, AI-based but with real human bookkeepers, at a very reasonable cost — you need to try Cashflowy."

Galen Wood For Cashflowy SaaS Tech

Melene Thompson

Melene Thompson

Real Estate Agent, Washington

Real Estate Agent, Washington

"I love having Clara AI to answer any questions and help categorize. I've just tended not to do it at all, but now it's done for me."

Jane Lockhart Health Coach Picture for Cashflowy.ai

Molly Trapp

Molly Trapp

Real Estate Agent, California

Real Estate Agent, California

"For the first time in a decade I have the tools to run my business in a simple and efficient way. Thank you for solving that problem for realtors."

Jane Lockhart Health Coach Picture for Cashflowy.ai

Ryan Blauser

Ryan Blauser

Real Estate Agent, Texas

Real Estate Agent, Texas

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

Todd Threats Brand Strategy
Todd Threats Brand Strategy

Gregg Sugerman

Real Estate Agent, Washington

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)

Get 2 Months Free with Annual

Plus, everything in monthly:

Human bookkeeper

Owner's pay calculator

Client invoicing + billing

Real-Time Tax Estimator

Cashflow tracking

Auto bank reconciliation

90-day financial forecast

AI financial coach

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)

Get 2 Months Free with Annual

Plus, everything in monthly:

Human bookkeeper

Owner's pay calculator

Client invoicing + billing

Real-Time Tax Estimator

Cashflow tracking

Auto bank reconciliation

90-day financial forecast

AI financial coach

Most popular

Have questions?

Book a free call with a bookkeeper.