# Cashflowy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Cashflowy Software - reviews, pricing plans, popular comparisons to other Bookkeeper products and more. Source: https://www.capterra.com/p/10043165/Cashflowy --- # Cashflowy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 1, 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 Includes Free Version 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 best suited for very small businesses and independent operators rather than mid-market or enterprise teams. It is aimed at service businesses that want clear financial tracking without a complex accounting setup. Features and Usability ### What are the key features of Cashflowy? Cashflowy offers cash flow management, cash management, and financial management for tracking income and balance sheet data. It also includes accounts payable, accounts receivable, billing and invoicing, invoice management, payment collection, expense tracking, tax management, an activity dashboard, real-time data, data security, AI Copilot, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Cashflowy starts at $39 per month for the Unlimited Plan, which includes unlimited access to all listed features. A free trial is available. No additional pricing tiers, license types, or feature restrictions are listed, and the plan includes AI Financial Coach, Auto Bank Reconciliation, cashflow tracking, client invoicing, 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 and videos offer written and recorded reference material for self-paced review and feature learning. Getting Started and Support ### What customer support options does Cashflowy offer? Cashflowy provides email/help desk, phone support, and chat for customer assistance. Support experiences are not described in reviewer feedback, so no claims can be made about response times, helpfulness, or common frustrations. The listed channels are the only confirmed support options. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Track money owed to a company's creditors/suppliers Track outstanding invoices and the money owed from clients Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Compare and match accounting/financial records with corresponding bank statements Create, manage, and send invoices or bills to customers Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Estimate expected cost based on various factors before a project begins Monitor and record expenses such as purchases or charges incurred Plan, manage, and track the financial activities of an individual or organization A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Captures invoice data and maintains comprehensive records for auditing and reporting purposes Tracking, managing, and initiating the transfer of funds for overdue customer payments Receive data and information in real time Implementation of various strategies to manage tax obligations via planning and maintaining compliance 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 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.