--- title: "Cashflowy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Cashflowy Software - reviews, pricing plans, popular comparisons to other Bookkeeper products and more." source_url: "https://www.capterra.com/p/10043165/Cashflowy/" page_type: "product" language: "en" --- # Cashflowy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Cashflowy ## What is 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 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. -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" -Total price transparency, no add ons, no hidden fees ## What is Cashflowy used for? [Bookkeeper](https://www.capterra.com/bookkeeper-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $39 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Cashflowy?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.cashflowy.ai/&name=Cashflowy) ## FAQs about Cashflowy Overview ### What company size and specific industries is Cashflowy built for? Cashflowy is designed for US-based self-employed professionals and service-based solopreneurs, making it a fit for very small businesses rather than mid-market or enterprise teams. It is aimed at independent service providers who want clear financial management without the complexity of traditional accounting software. Features and Usability ### What are the key features of Cashflowy? Cashflowy offers cash flow management, cash management, and financial management tools for tracking liquidity and finances. It also includes accounts payable, accounts receivable, billing and invoicing, invoice management, payment collection, expense tracking, bank reconciliation, tax management, and an AI Copilot for financial assistance. Pricing ### How much does it cost and what fees or limitations are included? Cashflowy starts at $39 per month for the Unlimited Plan, a flat-rate option with access to all listed features. A free trial is available. The plan includes AI Financial Coach, Auto Bank Reconciliation, Cashflow Tracking, Client Invoicing + Billing, Owner's Pay Calculator, and a Real-Time Finance Dashboard. Getting Started and Support ### What training and onboarding options does Cashflowy offer? Cashflowy provides in-person training, live online sessions, documentation, and videos to help teams get started. In-person and live online options support guided instruction, while documentation and videos give users written and visual reference materials for self-paced learning and review. Getting Started and Support ### What customer support options does Cashflowy offer? Cashflowy provides email/help desk, phone support, and chat. Support is presented through these direct contact channels, giving users multiple ways to reach the team. No reviewer feedback about response speed, helpfulness, or common support issues is available to describe user experience. ## Features AI summary Based on 2,479 Bookkeeper reviews Capterra reviewers highlight these as the features buyers care about most when choosing bookkeeper software: - **Accounting** (**66%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**56%**) - **Invoice Processing** (**59%**) Cashflowy includes **Accounting** and **Income & Balance Sheet**, giving businesses a way to manage core financial records and review financial performance through clear reporting. However, it does not offer **Invoice Processing**. Instead, it provides **Bank Reconciliation** (**62%**), which helps teams match transactions accurately, maintain cleaner books, and make day-to-day financial tracking more reliable. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounts Payable Track money owed to a company's creditors/suppliers Accounts Receivable Track outstanding invoices and the money owed from clients Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Cashflowy 18 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Estimating: Estimate expected cost based on various factors before a project begins - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Real-Time Data: Receive data and information in real time - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10043165/Cashflowy/pricing/) Unlimited Plan $39.00 Flat Rate,Per Month It includes: - Client Invoicing + Billing - Cashflow Tracking - Owner's Pay Calculator - Auto Bank Reconciliation - Real-Time Finance Dashboard - AI Financial Coach Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.