Stop chasing the books.

Invoices, expenses, budgets, and reports — tied to the same customers and projects your CRM is tracking. CashFlow watches the money so you can stop watching the spreadsheet. Schedule a demo → See what’s inside QuickBooksTwo-way sync AIAuto-categorize CPA-readyExport & share Ledger Invoices Budgets Reports Synced May 04 · Staples Operations $84.20 May 03 · Bank deposit Income · AI tagged $3,500.00 May 02 · Recurring Tools $129.00 Net this week + $3,286.80 Software Income Travel Awaiting tag CashFlow’s AI reads each transaction and suggests a category — based on the vendor, the amount, the customer, and how you’ve categorized similar entries before. Right ninety-five percent of the time on day one. Smarter every week. You only see the ones it’s not sure about. The rest just file themselves. Six surfaces, one product. Tied to the same customers, projects, and contacts your other tools are tracking — so a paid invoice in CashFlow updates the deal in ActionStudio, and a project budget reflects the hours actually worked. IN Send invoices that look like you, paid online or by check. Track who’s paid, who’s overdue, and who needs a nudge — without typing anything twice. EX Snap receipts, import bank feeds, or enter manually. CashFlow pulls everything into one ledger and reconciles against the source automatically. BU Set budgets per category, per client, or per project. CashFlow watches actuals against plan and tells you when something’s drifting before it becomes a problem. RP P&L, balance sheet, cash flow, AR aging, project profitability. Run them on demand or schedule them to your inbox. Export clean PDFs for the board or the bank. QB Two-way sync with QuickBooks Online. Your books stay clean in both places. Use CashFlow for the day-to-day; let your CPA work in QB if that’s their preference. CP Read-only invite to your accountant. They see what they need at year-end. You don’t share a password or hand over a USB stick at tax time. RT Bank feeds, invoice payments, and project hours flow in continuously. The number on your dashboard is the number right now — not last week’s reconciliation. AI Auto-categorization that learns from your corrections. Anomaly flags when a transaction looks unusual. Forecasting that uses your actual cadence, not a generic template. FI Profitability per project, per client, per service line. Cash runway with weekly precision. The kind of read your accountant gives you twice a year, available continuously.