6 minutes to get unstuck.
Connect your accounts. See what's really going on. Make decisions with confidence. Three steps, one afternoon, and you actually know where your business stands.
7 day free trial · Human bookkeeper included
6 minutes to get unstuck.
Connect your accounts. See what's really going on. Make decisions with confidence.
Step 1
Connect your accounts
Cashflowy connects to 12,000+ US banks and payment processors through Plaid. Log in once, give read access, and your transaction history fills in automatically.
Cashflowy's AI categorizes every transaction automatically. Most are right the first time. The ones that aren't, you correct once. The AI learns and applies it going forward.
Step 2
See what's really going on
- Safe Owner Pay: what you can actually take home this month.
- Real profit: after expenses and reserves, not your bank balance.
- Estimated tax set-aside: updated as you earn.
- 90-day cash flow forecast: based on your real numbers.
- Real expenses: categorized, so you know exactly where money went.
Ask Clara AI anything. Clara AI answers in seconds using the actual numbers from your accounts. Like a CFO who never sleeps.
Step 3
Make decisions with confidence
Clara AI handles everyday questions. Your human bookkeeper handles anything you want to talk through. Both included.
Talk to your tax professional about your specific business and personal tax situation.
Stop guessing. Start knowing.
Join thousands of service providers who finally understand their finances.
7 day free trial$0 charged todaySee in 6 minutes