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Cashflowy

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Struggling with messy finances and unclear cash flow as a US-based solopreneur? Cashflowy turns numbers into a clear financial roadmap in under an hour with no spreadsheets or jargon.

Stop Wasting Time on Manual Bookkeeping

Cashflowy automates bank syncing, automatic transaction categorization, and invoice matching so you spend less time bookkeeping and more on growth.

See Real-Time Cash Flow & Make Smarter Decisions

AI-powered insights explain affordability, safe payouts, and which services maximize profit in plain English.

Tax Readiness Without the Headache

Visual trend reports keep you tax-ready with zero manual effort; built-in accountant review is included.

Verification Options:

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Email Verification: Verify ownership through your domain email.

2.

File Verification: Place our file in your server.

After verification, you'll have access to manage your AI tool's information (pending approval).

How Cashflowy Works In 3 Steps?

  1. 1. Connect Bank Accounts

    Link your bank accounts to sync data and start real-time cashflow insights.
  2. 2. Let AI Classify Transactions

    AI auto-categorizes expenses and matches invoices for accurate cash flow.
  3. 3. Review Dashboard & Plan

    Review the profit-first dashboard to plan payouts and stay tax-ready.

Customer Reviews for Cashflowy

Overall Analytics

Comprehensive review insights and historical performance

Very Positive (2) 5.0/5 2 reviews 100% recommend — Monthly growth
6-month timeline
Most helpful
Benjamin Thomas
Benjamin Thomas 0

I’m Mia, a wedding/branding photographer with big seasonal swings. Cashflowy’s Profit-first dashboard showed which packages actually cover costs and how much I can safely pay myself in slow months. The 10-minute setup and one-click invoicing keep money moving, and the AI coach translates numbers into real actions. The free annual 1:1 with an accountant is priceless. Tiny gripe: auto-categorization mislabels a few gear purchases, so I fix a couple entries.

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Recent Review Statistics

Sentiment analysis and trends from the last Last 30 days

5.0/5
2 reviews
Very Positive (2) New reviews
Trend: Steady Velocity: 0.1/day Engagement: 0%
Velocity utilization 14%
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Showing 1 - 2 of 2 reviews .

User avatar for Benjamin Thomas

Benjamin Thomas

Verified purchase
5.0
Recommends

Profit-first dashboard finally clarified my seasonal cash flow

Used for 1-3 months

What I liked

  • Profit-first dashboard: identify profitable services and safe payouts for seasonal cash flow.
  • High-speed invoicing with one-click payments and automatic reminders.
  • Built-in professional support: free annual 1:1 with an accountant.

What could be better

  • Auto-categorization sometimes mislabels gear purchases, so I spend minutes tweaking entries.
  • The UI can feel cluttered during peak invoicing times, slowing a quick task.

I’m Mia, a wedding/branding photographer with big seasonal swings. Cashflowy’s Profit-first dashboard showed which packages actually cover costs and how much I can safely pay myself in slow months. The 10-minute setup and one-click invoicing keep money moving, and the AI coach translates numbers into real actions. The free annual 1:1 with an accountant is priceless. Tiny gripe: auto-categorization mislabels a few gear purchases, so I fix a couple entries.

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User avatar for Daniel Harris

Daniel Harris

5.0
Recommends

What-if scenarios finally gave me pricing clarity for my SaaS

Used for week to month

What I liked

  • What-if scenarios for affordability decisions
  • Plain-English AI coach translates numbers into actionable steps
  • Transparent pricing with unlimited users

What could be better

  • The scenario builder feels fiddly and data prep is still manual.
  • Forecasts can be noisy with little historical data.

As the solo dev behind a tiny SaaS, I needed real-world tests before adjusting prices. Cashflowy’s What-if scenarios let me tweak pricing, volume, and costs and instantly see cash flow outcomes. The plain-English AI coach translates spikes into actionable steps, which is a sanity saver. Invoicing is fast and reminders cut late payments, and the transparent pricing with unlimited users makes it easy to scale with contractors. The downside: the scenario builder feels fiddly and data prep is still manual, so I bounce between screens a bit.

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Cashflowy: Features, Advantages & FAQs

Explore everything you need to know about Cashflowy

Core Features
  • Instant 10-minute setup: Quick data sync and auto-categorization
  • 24/7 AI Financial Coach: Plain-English insights for affordability and planning
  • Profit-first dashboard: Identify safe payouts and most profitable services
  • Built-in Professional Support: Free annual 1:1 with an accountant and on-demand bookkeepers
  • High-speed invoicing & reminders: One-click payments and automatic payment nudges
  • Transparent pricing with unlimited users: No hidden fees
Advantages
  • Flat price with unlimited users
  • Instant 10-minute setup
  • Real-time cash-flow dashboard
  • AI Financial Coach
  • Built-in professional support
  • Automates invoicing and reminders
  • Tax-ready trend reports
Use Cases
  • Drafting financial plans and cash flow forecasts
  • Invoicing and payment follow-ups
  • Budgeting for tax readiness
  • Profit analysis to optimize services
  • What-if scenarios for affordability decisions
  • Real-time revenue and expense insights

Frequently Asked Questions

What is Cashflowy?

An all-in-one AI-powered financial toolkit for US-based solopreneurs to manage cash flow.

Who should use Cashflowy?

Self-employed professionals and service-based small business owners who want clear financial health.

What is the pricing?

Pricing starts at $29 per month with annual option; no hidden fees.

Is there human support included?

Yes, built-in professional support includes an annual 1:1 with an accountant and on-demand bookkeepers.

Does Cashflowy connect to my bank?

Yes, a 10-minute setup securely connects bank accounts to sync data.

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