Cashflowy

What Cashflowy is

Cashflowy is a bookkeeping service for agencies, consultancies and other service businesses: AI does the transaction work, humans review, and the whole thing is oriented to Profit First cash management at a stated fixed monthly price.

What you can do with it

• Hand transaction categorisation to the service
• Track cash across Profit First accounts
• Get regular financial reports
• Reach humans when the AI is unsure
• Close the month without a bookkeeper hire

Who it is for

• Small agencies and consultancies
• Freelance teams
• Businesses using or adopting Profit First

What to watch out for

• AI plus human still misses context; review reports monthly
• It is bookkeeping, not tax planning or filing; your accountant still matters
• Price claims are marketing; get the actual quote for your transaction volume
• Transitioning from an existing bookkeeper needs care to avoid gaps