--- 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 July 21, 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 who need a simple financial toolkit without accounting complexity. It is best suited for very small businesses and independent service providers rather than larger companies or industry-heavy organizations. Features and Usability ### What are the key features of Cashflowy? Cashflowy offers cash flow management, cash management, and financial management features for tracking money movement and account activity. It also includes accounting tools such as accounts payable, accounts receivable, bank reconciliation, billing and invoicing, expense tracking, invoice management, payment collection, tax management, and an AI Copilot. 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 unlimited access to all listed features. A free trial is available. The plan includes AI Financial Coach, auto bank reconciliation, cashflow tracking, client invoicing and 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 formats support guided instruction, while documentation offers written reference material and videos provide self-paced learning for reviewing features and setup steps. Getting Started and Support ### What customer support options does Cashflowy offer? Cashflowy provides email/help desk, phone support, and chat. No reviewer feedback about support quality is available, so user experience details such as response speed, helpfulness, or common issues cannot be confirmed from the catalog data. ## Features AI summary Based on 2,443 Bookkeeper reviews Capterra reviewers highlight these as the features buyers value 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 the tools to record financial activity accurately and review overall financial health in one place. However, it does not include **Invoice Processing**. Instead, the product offers **Expense Tracking** (**55%**) and **Bank Reconciliation** (**62%**), which help users monitor spending and match transactions against bank records. Together, these features help businesses keep cleaner books, improve visibility into cash flow, and support more informed financial decisions. 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.