Main features

Tools for business growth and team success

Bundle the tools your business needs to grow and help your team work the right way, every time.

  • Smart Invoicing
  • Expenses tracking
  • Bank Accounts 
  • Inventory tracking
  • Accounting & Tax
  • Business Reports
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Business types

Find the tools for your industry

Simplify business growth with the right tools and empower your team for success

A small business owner, a woman working on his laptop in a service business.
Service Business

Invoice clients, track expenses, collect payments, manage bank accounts and simplify your accounting and tax work.

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Small business owner, a woman, working in a retail business.
Retail & POS

Manage multiple stores, speed up checkouts, track inventory, and simplify accounting with built-in tools and reports.

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Inventory & Wholesales

Track inventory from PO to sales, track items across storage facilities, produce goods, and track landed costs.

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Accounting Firms

Boost your accounting practice with smart, time-saving tools. Everything you need to grow your business.

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More benefits

Every plan includes

Everything you need to run your business in the cloud worry free.

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Cloud Access

Access your business
data anytime 24/7/365

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Help & Support

Support team availiable to
answer any questions.

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Connect the apps you use to power your business. 


Bring all your tools together

Connect the apps you use to power your business. Work with the tools you love and let us handle the accounting back-end.

View Integrations

Opinions matter

See what our users say about how we help them get their job done.

“Simply the best user experience I’ve ever seen in an accounting software”

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Emely Adams


“This software just works, I get my job done quickly and without any hassel.”

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Elon Musk

CEO, The Side Hustle

“I’ve been a Cashflow user for 5 years, and the more I use it the more I love it.”

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Kimberly Clark

CEO, Bancatering

Meet our customers
Get Started Today

Ready to get started?

Let’s get your business running the right way. Get smart tools to help your business grow.

Our team is ready to help you get started in Cashflow.

Frequent Questions

How easy is it to get started with Cashflow?

Getting started with Cashflow is easy. Simply sign up, enter your business information, and you'll gain instant access to features for invoicing, expense tracking, and bank account management. If you're moving from a different system, you can use our bulk import feature to transfer your customers, vendors, inventory items, invoices, payments, expenses and bills. This makes the transition to Cashflow seamless.

How can Cashflow help me manage my business?

Cashflow is a comprehensive accounting solution that empowers you to effectively manage your business finances. Here's how:

  • Invoicing and Payment Collection: Cashflow's smart invoicing system allows you to create, send, and track invoices easily. Through our integration with Stripe, you can offer online payments, making it convenient for clients to pay and speeding up your collection process.
  • Track Income and Expenses: Cashflow allows you to record and monitor all your income and expenses. With this, you can see where your money is coming from and where it's going, giving you a clear view of your financial health and helping you make informed decisions.
  • Manage Inventory: It provides a robust inventory management system, enabling you to monitor inventory levels, track items across multiple storage facilities, calculate landed costs, and produce goods. You can effectively manage your inventory from purchase orders to sales.
  • Run Payroll: Cashflow includes a payroll feature that simplifies wage calculations, including salaries, deductions, and bonuses. It integrates seamlessly with other Cashflow features, so payroll expenses are automatically included in your financial reports.
  • Reports: Cashflow offers powerful reporting tools. You can generate various reports that provide a snapshot of your financial situation at any given time.
  • Integrations: It allows you to connect with other tools you use in your business, streamlining your operations and improving efficiency.
  • Role-Based Access: Cashflow allows you to set up specific roles with customized access permissions for your team members, ensuring everyone has the right level of access to perform their tasks effectively.

By bringing all these features under one roof, Cashflow provides a complete financial management solution, helping you keep your business finances under control and driving your business growth.

Can Cashflow help me with invoicing and payment collection?

Absolutely, Cashflow's robust invoicing system is designed to streamline your billing process. You can create professional invoices quickly, customize them with your branding, and send them directly to your clients via email, all from the platform.

Cashflow's Smart Invoicing feature allows you to keep track of all your invoices, whether they are paid, unpaid, or overdue. It even provides an aging report to help you manage outstanding payments and maintain healthy cash flow.

Also, to make payment collection quicker and more efficient, Cashflow integrates with Stripe. Once you set up a Stripe account within Cashflow, you can add a 'Pay Now' button to your invoices. This online payment option makes it convenient for your clients to pay immediately, reducing delays and improving your collection rate.

In addition, Cashflow's system can automate payment reminders, sending them to your clients at intervals you set, which saves time and ensures you're consistently following up on unpaid invoices. With these features, Cashflow ensures your invoicing and payment collection process is efficient and effective.

Can I use Cashflow to track my income and expenses?

Absolutely, Cashflow is designed to help you keep a close eye on your money. It allows you to record and categorize all your income and expenses, making it easy to understand where your money is coming from and going to. So whether it's sales income, expenses for office supplies or bills, you can track it all in one place. With Cashflow, you get a clear view of your finances, which helps you make smarter business decisions.

Can Cashflow generate reports to track my business finances?

Definitely! Cashflow has easy-to-use reporting tools that give you a clear view of your business's finances. You can see things like how much money you're making, where your money is going, and how much stock you have. Plus, you can make your own custom reports to fit your unique needs. The dashboard also gives you a quick, real-time overview of your business's financial health. With Cashflow, you'll always know exactly where your business stands financially.

Does Cashflow support online payments for my invoices?

Absolutely. Cashflow has integrated with Stripe, a leading online payments processor, to offer you the ability to accept online payments directly on your invoices. This means you can offer your customers the convenience of paying their invoices online using their credit or debit cards, or even bank transfers. This not only makes it easier for your customers to pay but also helps you get paid faster, improving your cash flow.

Here's how it works: you can add a 'Pay Now' button directly on your invoices. When your customers receive the invoice, they can click this button and pay the invoice immediately online. This process is seamless, secure, and fully integrated with Cashflow's platform.

Please note, to use this feature, you will need to set up a Stripe account, which is a straightforward process and can be done directly within Cashflow. After setting up, you can start accepting online payments immediately.

What accounting features does Cashflow offer?

Cashflow offers a suite of robust accounting features designed to streamline your financial management and make it more efficient. These include:

  • Complete Accounting Cycle: Cashflow allows you to run the entire accounting cycle without needing to use a separate spreadsheet, helping keep your books organized and on track.
  • Bank Reconciliation: You can quickly reconcile your bank accounts and keep them up-to-date, saving time on your monthly reconciliations.
  • Task Automation: Cashflow reduces the burden of repetitive tasks and increases productivity by automating various accounting processes.
  • Advanced Tools: The software includes advanced features such as period locking, change history tracking, and the ability to make journal entries.
  • Financial Reporting: Cashflow provides detailed financial reports that give you valuable insights into your business's performance. This helps you make informed, data-driven decisions.
  • Bookkeeping Tools: For professional bookkeepers, Cashflow provides features like assisted period closing, transaction tracking, and history, along with the capability to enter journal and adjustment entries.
  • Period Locking: This feature helps you avoid bookkeeping mistakes by locking closed periods, ensuring the accuracy of your records.
  • Audit Log: Cashflow's audit log allows you to track any transaction from start to finish, giving you a clear view of all changes made to any document throughout its life cycle.

Overall, Cashflow offers a comprehensive set of tools designed to make accounting tasks more manageable, efficient, and accurate.

Can I reconcile bank accounts in Cashflow?

Yes, Cashflow provides a robust bank reconciliation feature. This feature enables you to quickly reconcile your bank accounts, ensuring your books are clean and up-to-date, thereby saving you a ton of time on your monthly reconciliations.

Does Cashflow offer a Point-of-Sale feature?

Absolutely. Cashflow provides a robust Point-of-Sale (POS) system designed to streamline your retail operations. Our POS feature is equipped to handle multiple stores, allowing for seamless inventory tracking across all your locations. With Cashflow POS, you can speed up your checkout process, enhancing customer experience and reducing wait times.

Also, our POS integrates directly with the rest of our accounting platform, meaning all sales data flows seamlessly into your books. This eliminates the need for manual data entry and reduces the chance of errors.

On top of that, Cashflow provides powerful reporting tools. You can run detailed sales reports, monitor best-selling items, and track sales trends, all from within the Cashflow platform. This will give you the insights you need to make informed business decisions. So, whether you're a small retail shop or a multi-location business, Cashflow's POS system is built to help you manage and grow your business.

Does Cashflow provide tools for managing inventory?

Absolutely, Cashflow has an all-inclusive system for managing your inventory. Not only can you keep tabs on your stock levels from procurement to sales, but you can also supervise inventory across multiple warehouses. Plus, the system gives you the ability to handle production orders, track landed costs, and provides a real-time view of your inventory.

With Cashflow, you can maintain detailed information about each product, manage different price lists, and take advantage of our robust reporting features for deeper insights into your inventory. From identifying best-selling products to recognizing trends and optimizing stock levels, Cashflow equips you with the tools you need to streamline your inventory process, save money, and boost your business's efficiency.

Can I use Cashflow to manage payroll?

Yes, Cashflow offers a payroll feature that simplifies wage calculations, including salaries, deductions, and bonuses. It integrates seamlessly with other Cashflow features, so payroll expenses are automatically included in your financial reports. Furthermore, it assists with compliance, generating necessary payroll reports for tax filings. This tool is built to save time, reduce errors, and ensure your business stays compliant.

How can Cashflow simplify my tax filings?

Cashflow offers powerful integrated tax features that help you prepare your tax filings quickly and easily. You can track tax on payments and withholdings and generate tax reports for easy end-of-month filing.

Can I control data access and permissions for my team in Cashflow?

Absolutely, Cashflow's system is designed to help you maintain control and ensure security within your team. It allows you to create and assign specific roles for each team member, ensuring that they only have access to the information and features they need to do their job effectively.

For instance, you might have a role for a Sales Manager, who needs access to invoicing and sales reports, but not payroll or expenses. With Cashflow's granular access permissions, you can customize each role down to the smallest detail, giving you the flexibility to tailor the system according to your business needs.

This also aids in protecting sensitive business information, as you can restrict access based on each team member's role. Whether you have a small team or a large workforce, Cashflow's roles and permissions feature ensures everyone can work efficiently while keeping your data secure.

Can I integrate Cashflow with other tools?

Yes, 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. We also have an open API for custom integrations tailored to your unique business needs. So, whether you need to connect to your CRM, marketing platform, or any other software, Cashflow has you covered.

Does Cashflow offer customer support?

Yes, we offers great customer support. You can talk to us through Live Chat and Email during work hours, and we'll help solve your problems quickly. We also have lots of videos and online classes that show you how to use Cashflow. Plus, we have guides and instructions that explain everything about the software. All of this is there to help you use Cashflow the best way you can.

Does Cashflow offer any training or educational resources?

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.