Alejandra Switched from Wave

Start Profit First today with this week-by-week 90-day implementation roadmap. From bank account setup through your first quarterly profit distribution, with exact steps and timelines.

Discover 3 signs you’re losing profits and how to track the right numbers. Perfect for freelancers, solopreneurs, and small business owners.

“I’m cutting dog hair. My hands are always full of soap and water. Cashflowy takes 5 minutes a week.”

Alejandra Lira runs a pet grooming business. She tried QuickBooks, then Wave, then hired a human bookkeeping service, and still didn’t understand her own numbers. Then she found Cashflowy and thought it was too good to be true.

At a glance

  • 5-10  minutes a week is all Alejandra spends on her books now

  • bookkeeping tools she tried before Cashflowy. None of them gave her what she needed.

  • years in business (long enough to know what bad bookkeeping costs)

  • days she used to wait for her human bookkeeper to answer a single question by email

Meet Alejandra

Alejandra Lira owns a pet grooming business. She’s been running it for four years. She has a team, a small retail boutique alongside the grooming, and a workday that looks like most service-business owners’, except hers usually includes a wet dog.

“Most of the time I’m busy working. I’m cutting dog hair. I’m trimming dog hair. I’m bathing. My hands are always full of soap and water. So for me to make it to the computer, I have to make time for it.” 

For someone whose workdays look like that, bookkeeping isn’t the kind of task you sit down and savor. It’s the kind of task that gets pushed to Sunday night, then Monday, then forgotten until tax time.

Which is exactly how it went for her, until she found a system that took the “sit down for hours” part out of the equation.

Three tools in four years. None of them worked.

First: QuickBooks. She hated it from day one.

When Alejandra started her business four years ago, she did what most small business owners are told to do, she signed up for QuickBooks.

“I hated using QuickBooks already. The setup, the way that it looked, was just like — oh, it’s just such a drag to do.”

It didn’t fit how her brain worked. The setup felt heavy. The interface felt like a chore. She didn’t last.

Then: Wave. She actually liked it, for a while.

She switched to Wave and finally found a tool that clicked. The layout made sense to her. She could keep up with categorization. She even enjoyed it.

“When I found Wave, I’m like — okay, I can understand the layout, my head is able to kind of go and do it. I had fun doing it, kind of. As long as I didn’t get behind, it wasn’t too much to do.”

Then her business got busy. She lost a groomer. Her time disappeared. She fell behind. And when she fell behind, the “fun” of categorizing transactions one by one stopped being fun and started being one more thing she didn’t have hours for.

Then: Finally — a human bookkeeping service.

She hired “Finally” to take it off her plate. Their team handled her books. They sent her reports. The work got done.

But she still didn’t understand her own numbers.

“I see the profit. I see the balance sheet. And I’m just like — okay, well, good enough. It’s there, it’s information, but it’s not being able to really tell what’s going on.”

Worse, when she had a question, she had to email and wait.

“It’s like an email here, and then two days later, an email back. And it’s like — what was the question that I asked them again?”

So she was paying for bookkeeping, getting reports she couldn’t parse, and losing two days every time she tried to clarify something. She started to think about going back to Wave.

Then she saw the ad

Right as Alejandra was reopening her old Wave account (trying to decide whether to take her books back on herself) a Cashflowy ad came across her feed.

“I saw this ad and I’m like, wow — I’ll have to try that out, let me do that 14-day trial. And it definitely got me hooked to stay on board.”

She signed up for the trial. It didn’t take 14 days to convince her.

“It’s almost too good to be true”

After years of bookkeeping tools that either made her work too hard or kept her in the dark, Cashflowy felt suspicious, in a good way.

“It’s almost too good to be true. Like, this Cashflowy — I love it. I really do love it. I’m like, wow.”

What surprised her most was how little time the platform asked of her, while giving her more clarity than any tool (or any human) she’d worked with before.

What she loves about Cashflowy

Alejandra Lira

Pet Groomer

I really enjoy Cashflowy. It’s been so easy. Going from traditional bookkeeping to Cashflowy has been such an easy thing. I spend about 5 to 10 minutes a week just making sure everything’s done. From having a regular bookkeeper to this AI bookkeeping, it’s been such a breeze. I’m really liking being able to see the numbers up front, not having to wait for somebody — just being able to see everything as it is. Plain and easy to read.

Bulk categorization that actually understands her business

Cashflowy doesn’t make her label every transaction one at a time. When a category has dozens of similar items, it offers to handle them together.

“When you make a categorization, it says, hey, there’s like 45 of these, do you want to look over them? I’m like — of course I do. And it’s so easy to just pick which ones are actually connected, and then it just does it.”

5 to 10 minutes a week. That’s it.

Where Wave required hours and Finally required waiting, Cashflowy fits into the cracks of her grooming schedule.

“I spend about 5 or 10 minutes a week just making sure everything’s done. Going from traditional bookkeeping to Cashflowy has been such a breeze.”

Answers in seconds, not days

Cashflowy’s AI financial assistant gave Alejandra answers in real time

“Usually when you ask a chat box a question, you kind of have to ask three times because it’s like, wait, ask it again. I asked her something and she immediately had the answer for me.”

A buffer for taxes she didn’t have to invent

Cashflowy automatically reserves a percentage of her income so she doesn’t have to mentally subtract taxes from every deposit.

“I like how on Cashflowy, it has a buffer. You can have a buffer of a percentage — let’s leave this in here, don’t forget about taxes. I think it’s very, very clever.”

No upcharges, no surprises

Alejandra’s past tools had trained her to expect a bait and switch, the headline price never the real price by the time she needed actual features.

Cashflowy’s pricing was the price. Inviting her tax professional? Included. Adding her team? Included. No hidden tiers.

In her own words

“I really enjoy Cashflowy. It’s been so easy. Going from traditional bookkeeping to Cashflowy has been such an easy thing. I spend about 5 to 10 minutes a week just making sure everything’s done. From having a regular bookkeeper to this AI bookkeeping, it’s been such a breeze. I’m really liking being able to see the numbers up front, not having to wait for somebody — just being able to see everything as it is. Plain and easy to read.”

She’s already telling other business owners

By the end of her call with Cashflowy’s team, Alejandra had signed up for the referral program — unprompted.

“I definitely will recommend it for sure to other business owners.”

Her closing line said everything about how she sees this platform now:

“Your program works so great. I’m here for the long haul.”

The takeaway

Alejandra’s story is the story of every solopreneur who’s tried to do their own books, then tried to outsource them, and ended up unsure which was worse.

QuickBooks asked too much of her time. Wave worked until her business outgrew it. Finally took her time back but left her in the dark on her own numbers.

Cashflowy gave her all three: low time investment, real visibility into her business, and answers when she has questions — without the two-day email lag.

For a business owner whose hands are usually wet and whose desk time is precious, that’s the difference between bookkeeping being a Sunday-night dread and a five-minute habit.

See it for yourself.

No credit card needed for trial.
Bank-level security

See it for yourself.

No credit card needed for trial.
Bank-level security

See it for yourself.

No credit card needed for trial.
Bank-level security