A home for every business
Keep businesses, books and accounts organized, with separate histories and balances.
A clearer way to run your business
Your money.
Your business.
In clear view.
From the first sale to the last expense, give every transaction a place. Cashflow brings your books, balances and team into one organized workspace.
Cash in. Cash out. Always accounted for.
BUSINESS AT A GLANCE USD
Available balance$4,280.00Daily operations · Sample cashbook
↙ Cash in$6,160.00
↗ Cash out$1,880.00
↙Customer paymentSales · Cash account+$850.00
↗Stock purchaseSupplies · Cash account−$320.00
Multiple businessesFlexible currenciesTeam permissionsPDF & CSV reports
LESS ADMIN. MORE CLARITY.
Built around the way
your business moves.
The details matter. Keep them connected, from your daily entries to the bigger picture.
Capture the whole story
Record cash in and cash out with dates, remarks, contacts and supporting attachments.
Bring your history with you
Review and import supported CSV, Excel and PDF cashbooks without starting from scratch.
Reports worth sharing
Filter your records by business, account and dates. Export a clear PDF or a practical CSV.
Work together, with control
Invite your team and choose business roles, book access and permissions that fit their work.
Keep balances in view
Follow customer credit, supplier payments and account balances from the same workspace.
TAKE A CLOSER LOOK
Simple at every step.
Explore how a transaction becomes an organized book and a useful report.
An entry. A clearer picture.
Keep the amount, date, remark and account together. Your balance follows every cash-in and cash-out entry.
Cashflow workspaceUSD
Available balance$4,280.00
Customer payment+$850.00
Stock purchase−$320.00
Online sales+$240.00
YOUR NEXT CHAPTER
A fresh start.
With your history intact.
Already using another cashbook? Upload your file, review the books and transactions, and confirm what to import. Records that need attention are shown for review.
Create your workspace- 1
Set up your business
Create a workspace and choose your currency.
- 2
Bring in your books
Start a new book or review an import of your existing records.
- 3
Make every entry count
Track activity, invite your team and export your reports.
A FEW GOOD QUESTIONS
Before you get started.
Answers about getting started, bringing your history and using Cashflow on your devices.
Browse all help topicsCan I manage more than one business?
Yes. Each business has its own books, accounts, transaction history and team access. Switch businesses with the selector at the top of the app. Check the selected business before recording money, importing records or creating a budget.
Can I move records from another app?
Cashflow supports CSV, Excel and supported text-based PDF cashbook reports. Open Reports → Import books, select the file and destination, and review the detected books, dates, totals and any incomplete rows before confirming the import. For a scanned or image-only PDF, request a CSV or Excel export instead.
What does Record money do?
Record money adds a transaction to the currently selected business. Choose one of that business’s available accounts, select cash in or cash out, enter the amount and details, then save. You can also record an entry from inside a cashbook.
How do I export or share a report?
Choose Download PDF for a branded, printable statement with cash in shown in green and cash out in red. Choose Download CSV for spreadsheet analysis. The export follows your selected filters and permissions. CSV is a text format and does not embed images or a graphical logo.
How do recurring transactions work?
In Money tools > Recurring, choose an account, cash in or cash out, amount, frequency, next run and schedule time zone. New schedules automatically use your device time zone; you can choose another zone if needed. Under Ends, choose Never, On a date, or After a number of occurrences. Monthly with 12 occurrences records 12 successful entries, then completes automatically. Failed attempts and skipped dates do not count. Editing or deleting a posted entry does not reset schedule progress. You can pause, edit, archive or restore a schedule and view its run history. These are cashbook entries, not bank payments or customer charges.
How can I use Cashflow on an iPhone or iPad?
Open cashflowapp.biz in Safari, tap Share and choose Add to Home Screen. Launch Cashflow from that icon to use the web app. This is a home-screen web app, not an App Store download.
Need a hand? Visit the Help Centre or contact support.
MAKE ROOM FOR CLARITY