Work smarter with an easy-to-use full cycle accounting software in the cloud for businesses.
Take your firm to the next level with tools to save time and work smarter. All the tools you need to grow your accounting business.
Get organized, save time and avoid tedious manual work with powerful accounting tools for the modern day accountant.
Tax features that save time and simplify your tax filing work. Prepare your tax filing in minutes instead of days.
Avoid working with multiple hard-to-use software, get all your clients organized in a single user-friendly accounting platform.
Learn how to use Cashflow products to get more work done in less time. Get access to online training videos and self-paced courses.
Let’s get your business running the right way. Get smart tools to help your business grow.
Absolutely! With Cashflow, you can manage all your clients from one single platform. It saves time and improves efficiency as it enables you to switch between different client accounts with one-login access.
Yes, it does. Cashflow helps you avoid tedious manual work with its powerful accounting tools. It automates a range of bookkeeping tasks, including journal and adjustment entries, making your work easier and more efficient.
Absolutely! Cashflow provides a powerful bank reconciliation tool. This feature helps in comparing your bank statements with your accounting records, identifying any discrepancies, and resolving them. This not only minimizes errors but also ensures your clients' financial information is precise and up-to-date.
Absolutely, Cashflow is highly customizable, allowing you to adjust the chart of accounts to match your clients' unique needs. You can add, edit, or delete accounts as necessary. Plus, you have the option to map these accounts to different transactions. This means Cashflow will automatically categorize transactions to these mapped accounts, simplifying the accounting process and minimizing manual work.
Yes, Cashflow provides detailed financial reports including income statements, balance sheets, and cash flow statements. These reports can help you get a comprehensive understanding of your business's financial health.
Yes, Cashflow provides data import capabilities. This means you can transfer data from your previous accounting system, making the transition to Cashflow seamless and straightforward.
Absolutely! Cashflow is flexible and versatile, making it suitable for various business types including retail, services, wholesale, and businesses managing inventory. Its settings can be tailored to meet specific needs, ensuring a personalized fit for your clients' unique business models. With this customizability, Cashflow becomes a comprehensive solution for diverse client requirements.
Yes, with Cashflow, you can manage user permissions. This feature allows you to control who has access to sensitive financial data, enhancing your business's security.
Yes, Cashflow supports multi-currency transactions, making it easy for businesses that deal with international trade to manage their finances effectively.
Absolutely! Cashflow offers a comprehensive suite of training resources. This includes access to online training videos and self-paced courses to help you become an expert at using the platform and get more work done in less time.
Cashflow prides itself on providing excellent customer support. This includes live chat and email support during labor hours to address all your queries and issues promptly and effectively.
Yes, Cashflow provides an audit log or transaction history feature. This allows you to view all changes made to a transaction over its lifecycle, including who made the changes and when.
Absolutely, Cashflow provides period locking functionality. This allows you to close periods and prevent further changes, ensuring your finalized financial data stays accurate and consistent.
Absolutely, Cashflow is designed to work seamlessly with a variety of tools. We are connected to Zapier, which connects Cashflow to over 2000+ other business apps. This allows you to create streamlined workflows and automate tasks between Cashflow and the other tools you use for your business. So, whether you need to connect to your CRM, marketing platform, or any other software, Cashflow has you covered.
For more info visit our integrations page.
Cashflow's Partner Program is designed to help you grow your accounting firm and work more efficiently. With one-login access, you can manage all your clients in one place. Plus, you get a free account for your firm. The program also provides you with an advanced accounting and tax toolset to streamline your operations. In addition to these benefits, you can earn 10% recurring commissions, contributing to your firm's revenue growth.
Yes, Cashflow offers a 14-day free trial for all signups. Additionally, freelance bookkeepers, independent accountants, and accounting firms get an extended 30-day free trial. Even better, their account remains free once they signup their first client into the platform. This gives you ample opportunity to explore and evaluate Cashflow's features before making a commitment.