Cashflowy

Cashflowy is an all-in-one financial toolkit built for US based self-employed, and service based solopreneurs who want total clarity without the "accounting headache." It provides a real-time lens into your business’s future, and transforms messy numbers into a clear roadmap, allowing you to master your entire financial health in under an hour a month. No spreadsheets, no jargon, and no stress.

How to Use

To use Cashflowy, simply complete the 10-minute setup by securely connecting your bank accounts, which instantly syncs your historical data and eliminates the need to play catch-up. Once connected, the platform’s AI automatically categorizes your transactions and matches payouts to invoices, providing you with a real-time dashboard of your revenue and expenses. From there, you can use the built-in Clara AI chat to ask specific questions about your financial health or view visual trend reports to stay tax-ready with zero manual effort.

Key Features

• Instant 10-minute setup that syncs your data and categorizes transactions automatically so you can stop playing catch-up
• 24/7 AI Financial Coach that speaks plain English, answering your toughest "Can I afford this?" questions with tailored data
• Profit-first dashboard that highlights exactly what’s safe to pay yourself and reveals which services are actually making you money
• Built-in Professional Support including a free annual 1:1 with an accountant and on-demand human bookkeepers included in your plan
• High-speed invoicing with one-click payments and automated "gentle nudges" for unpaid bills to keep your cash flowing
• Total price transparency with one flat fee, unlimited users, and zero hidden "gotchas" or expensive add-ons
• Cashflowy