Overview
A real human bookkeeper plus answers from your actual numbers, built for solo service businesses like freelancers, consultants, and coaches.
Pricing
Paid
Detailed plans have not been confirmed in our catalog. Check the official website for current limits and billing terms.
Visit WebsitePrices and limits may change. Confirm the currency, billing period, seat minimum and usage caps on the official website.
Use Cases
- A U.S. freelance designer connects all business bank and card accounts, letting Cashflowy automatically categorize transactions and prepare clean books for Schedule C filing.
- A solo consultant uses Cashflowy to estimate quarterly tax obligations each month and set aside the right amount in a dedicated tax savings account.
- A creator running multiple side hustles tracks income streams separately in Cashflowy to see which projects are most profitable and adjust pricing accordingly.
- An independent contractor uploads receipts from travel and software purchases so Cashflowy can detect potential deductions and organize them for year-end taxes.
- A one-person agency owner uses natural-language queries in Cashflowy to quickly answer questions from their CPA without building manual reports.
Features
Automated AI bookkeeping
Smart income and expense categorization
U.S. self-employment tax awareness
Real-time cash flow and profit insights
Natural-language finance Q&A
Tax-deduction discovery and tracking
Client-ready financial and tax reports
Secure account connections and data sync
Reviews
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FAQ
Who is Cashflowy best suited for?
Cashflowy is designed for U.S.-based solopreneurs, freelancers, independent contractors, and one-person businesses who need simple, accurate, and tax-aware bookkeeping without hiring a full-time accountant.
Does Cashflowy file my taxes for me?
Cashflowy does not directly file your taxes. Instead, it keeps your books organized, surfaces deductions, and generates reports you or your CPA can use with popular U.S. tax-filing software.
Can I connect my bank and cards to Cashflowy safely?
Yes. Cashflowy uses secure, industry-standard connections to sync your bank and card transactions. Your login details are encrypted and never shared with third parties for marketing purposes.
Can Cashflowy replace my accountant or CPA?
Cashflowy can automate a large part of your bookkeeping and tax preparation, but it is not a substitute for personalized legal or tax advice. Many users share Cashflowy reports with their CPA to save time and fees.
How does pricing work for Cashflowy?
Pricing details may vary and can change over time. Please visit cashflowy.ai for the latest information on plans, trials, and what’s included in each tier.