Tool overview
Overview
Cashflowy is an AI-powered accounting copilot built specifically for U.S. solopreneurs, freelancers, and indie creators. Instead of juggling spreadsheets, bank feeds, and tax deadlines, Cashflowy automates your everyday finance and compliance workflows so you can stay focused on earning, not bookkeeping. Connect your financial accounts in minutes and let the AI categorize income and expenses, flag tax-deductible items, and generate clean books ready for your CPA or tax software. Cashflowy understands how U.S. self-employment works—quarterly estimates, 1099s, Schedule C categories, and mixed personal/business spending—so it can surface smart suggestions and warnings before issues become costly. Use natural language to ask, “How much should I set aside for taxes this month?” or “What did I spend on software last quarter?” and get instant, audit-friendly answers. With real-time cash flow visibility, profit insights, and year-end reports at your fingertips, Cashflowy turns chaotic finances into a simple, trackable system. Whether you’re running a one-person agency, consulting practice, or side hustle, Cashflowy helps you stay organized, compliant, and confident about your money all year long.