CashFlowy

AI-powered bookkeeping, invoicing and cash flow tracking for self-employed and freelancers

Starting at

$29per month

Free trial available

Try CashFlowy

From$29
PlansFree trial only

Overview

Cashflowy is an AI-driven bookkeeping and invoicing platform for self-employed professionals and freelancers. It automates transaction categorization, tax planning and cash flow tracking with banking and payment integrations via Plaid, PayPal, Wise and Stripe.

Strengths and limitations

Strengths

AI auto-categorization of transactions
One-click invoicing with credit card and PayPal payments
Rolling tax estimate and set-aside target
Live cash flow tracking
Banking integrations via Plaid with PayPal and Wise

Limitations

Available exclusively for U.S. businesses
Credit card required for the free trial

Pricing

Plan	Price	Includes
Monthly plan	$29	Limited-time price of $29 per month, 14-day free trial, No hidden fees, Cancel anytime, For U.S. businesses
Annual plan	$290	14-day free trial, Best-value option, Saves $58 annually, Two free months after the trial ends, For U.S. businesses

Features

Automagic bookkeeping

Provides accurate bookkeeping on autopilot.

Tax radar and planner

Offers a rolling tax estimate and set-aside target.

One-click invoicing

Produces branded invoices and accepts credit cards and PayPal instantly.

Paycheck calculator

Shows exactly what can be paid to oneself.

Cash flow tracker

Gives a live view of how much cash is actually available.

Smart transaction categorization

Uses AI to categorize transactions without manual entry.

Financial forecasting and insights

Helps identify growth opportunities and track trends for data-driven decisions.

Done-for-you tax prep reports

Generates tax-prep reports in seconds to ensure readiness for filing.

Cashflowy provides AI-powered bookkeeping for self-employed individuals and freelancers. It automates transaction categorization, produces rolling tax estimates and set-aside targets and offers a live cash flow view.

Users can send branded invoices with one click and accept credit cards and PayPal. Banking and payment connections use Plaid with support for major U.S. banks, PayPal and Wise. The platform also includes a paycheck calculator, forecasting and business insights.

Pricing is $29 per month as a limited-time offer or $290 per year, both with a 14-day free trial. Plans state no hidden fees and are available for U.S. businesses.