CashBooks pulls in your bank and card activity, categorizes it with AI, and keeps your accounts reconciled — so you always know where the business stands without spending your evenings on the books.
Most small and mid-size teams fit bookkeeping into the gaps — evenings, weekends, and the week before a deadline. That is exactly when things get missed.
Receipts and statements pile up until someone finds a free evening to sort them.
The same recurring expenses get categorized by hand, month after month.
You find out how the month actually went weeks after it ended.
Bank reconciliation waits until your accountant asks for it.
Year-end becomes a cleanup project instead of a filing.
Bank and card activity flows in automatically — nothing waits on manual entry.
AI learns your chart of accounts and codes recurring transactions the way you would.
Accounts stay reconciled continuously, so your numbers are current instead of historical.
Share clean, accountant-ready books with your CPA at any point in the year.
Year-end starts from books that are already organized and reconciled.
Quick enough to set up in an afternoon, complete enough to run the whole finance side as you grow.
Connect your business bank and credit card accounts once. Transactions arrive on their own and reconcile as they land.
CashBooks learns how you code your income and spend, then categorizes new transactions to match.
Raise invoices and estimates, record bills and expenses, and track what you owe and what you are owed in one place.
Profit and loss, cash flow, and expense breakdowns generated and emailed on a schedule you set — no spreadsheet work.
Rather than generic rules, CashBooks learns from your own books — your vendors, your categories, your patterns — and gets more accurate the longer you use it.
Learns your vendors and spending patterns
Codes recurring transactions automatically
Flags unusual charges before they hit your reports
Catches duplicate and missing entries
Suggests matches during bank reconciliation
Keeps every month formatted the same way
Four steps to set up, and then it keeps running in the background month after month.
Link your business bank, credit cards, and existing QuickBooks Online data if you already use it.
Every incoming transaction is coded to your chart of accounts automatically as it arrives.
Only unusual, duplicate, or low-confidence entries come to you — the rest is already done.
Profit and loss, cash flow, and expense reports land on schedule, ready for you, your accountant, or your lender.
4
platforms you can migrate your existing books from
10 min
to connect your accounts and start automating
30 days
free trial on your own live books
We no longer have to manually sort through every transaction. CashBooks understands our bookkeeping patterns and helps keep things organized, which saves us a lot of time every month.
Ryan Wilson
Manufacturing Business Owner
We used to spend too much time cleaning up books before reviewing our numbers. With CashBooks, transactions are categorized automatically, and our reports are ready much faster.
Rachel Collins
Business Consultant
Join the small and mid-size businesses using CashBooks to keep their books current, their reports ready, and their evenings free.
30-day free trial
Setup in 10 minutes
