Booked solid… but still broke?
Let's fix that.
You're working full weeks, billing good jobs — and still not sure why the account looks the way it does. CashFlow Pro shows you exactly where every dollar is going, what your real profit is, and what you owe in taxes. Built for the trades.
Free 14-day trial · No payment required
$50/month after trial · Cancel anytime
CPAs charge $150–300/hr. Most contractors cover the cost the moment they save their first hour.
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Built for: Plumbers · Electricians · HVAC · Roofers · Landscapers · General Contractors · Consultants · Painters · Welders
Powered by the world's most trusted financial infrastructure
Stripe
Bank connections & payments
Claude by Anthropic
AI financial advisor
Supabase
Encrypted data storage
What contractors are saying
Real feedback from real business owners
“I used to guess whether I was profitable each month. Now I know by Monday morning. The bank sync alone saved me hours of spreadsheet work every week.”
Marcus T.
Residential Electrician · 8 yrs
1 of 30 reviews · swipe to browse
“I used to guess whether I was profitable each month. Now I know by Monday morning. The bank sync alone saved me hours of spreadsheet work every week.”
Marcus T.
Residential Electrician · 8 yrs
“The AI advisor caught that I was spending 34% of revenue on materials — way above industry average. I renegotiated with my supplier and saved $1,800 in the first month.”
Jenna R.
Interior Painter · Solo operator
“Tax season used to stress me out for weeks. This year every transaction was already categorized. I handed my accountant a clean report and we were done in an hour.”
Derek W.
HVAC Contractor · 3-man crew
“I run a landscaping crew and never really tracked the numbers. CashFlow Pro showed me which months I was actually losing money — I had no idea until I saw the charts.”
Carlos M.
Landscaping & Lawn Care
“As a freelance consultant I bill different clients every month. The revenue breakdown finally showed me which work was actually worth my time.”
Priya S.
IT Consultant · Freelance
“I connected my bank in about 2 minutes and it pulled in a month of history automatically. The AI labeled almost everything correctly. Genuinely impressed.”
Tom B.
General Contractor · Remodeling
“I was hemorrhaging money on fuel and didn't even realize it until the dashboard showed me 18% of my revenue was going to gas alone. Cut routes and saved $600 a month.”
Ray V.
Plumber · Owner-operator
“Payroll tracking used to be a nightmare. Now I can see exactly what my guys cost me each month versus what I brought in. Game changer for bidding jobs.”
Steve H.
Roofing Contractor · 6-man crew
“I switched from QuickBooks after paying $180/month for features I never used. CashFlow Pro does everything I actually need for $50 and is ten times easier.”
Amanda K.
Bookkeeper turned Contractor
“Asked the AI why my Q3 profit was down despite higher revenue. It pointed to a spike in subcontractor costs I would have missed entirely. Saved me from the same mistake this year.”
Luis F.
General Contractor · Commercial
“I finally understand my business finances. I'm not an accounting person at all. This is the first tool that made it click for me without needing a degree.”
Chris P.
Welder · Fabrication Shop
“The quarterly tax estimate alone is worth the subscription. I used to get blindsided every April. Now I know exactly what I owe three months in advance.”
Tanya M.
Freelance Graphic Designer
“Showed my accountant the P&L report from CashFlow Pro. She said it was cleaner than most of her corporate clients. Saved me two hours of her time right there.”
Bobby R.
Electrical Subcontractor
“I was working 60-hour weeks and barely keeping money. The dashboard showed my labor cost was 72% of revenue. Raised my rates, fixed my margins.”
Kevin D.
HVAC Technician · Solo
“The auto-import was huge. I didn't have to enter anything manually. Everything just showed up categorized and ready to review.”
Sandra L.
Interior Designer · Freelance
“I run three crews and need to know which jobs are actually profitable. The category breakdown by month tells me everything I need to know in under a minute.”
Mike T.
Painting Contractor · 3 crews
“Tried Wave first because it was free. Kept losing my connection and the sync would break. Switched to CashFlow Pro and haven't had a single issue in 4 months.”
Dana W.
Landscaper · Owner-operator
“I asked the AI what my most profitable month was over the last year and it told me immediately with the exact numbers. I would have had to dig through spreadsheets for an hour.”
Jason C.
Carpenter · Custom Furniture
“My CPA told me most of her contractor clients come in with a shoebox of receipts. I walked in with a PDF report. She was shocked.”
Rachel B.
General Contractor · Residential
“The materials vs. labor breakdown is exactly what I needed. I can now see at a glance whether a job was profitable before I invoice the next similar one.”
Tony S.
Tile Setter · Commercial & Resi
“Bank-grade security was a big deal for me. I wasn't comfortable with other apps storing my credentials. Knowing Stripe only has read access made the decision easy.”
Phil N.
IT Consultant · SMB
“I set up 2FA in about 30 seconds. Good to know nobody can get into my financial data even if my password leaks.”
Grace H.
Freelance Developer
“I was skeptical about AI finance tools but the chat actually works. I asked a real question — 'what's my average monthly profit this year' — and got an exact answer instantly.”
Nathan E.
Electrician · Union contractor
“Three months in and I've already renegotiated two supplier contracts based on what the spending breakdown showed me. Paid for itself five times over.”
Olivia J.
Flooring Installer · Residential
“Setup was shockingly fast. I went from nothing to a fully populated dashboard in about 4 minutes. No exaggeration.”
Eric A.
Roofer · Storm restoration
“I use the profit trend chart every Monday morning. Thirty seconds and I know whether the week needs to be aggressive or whether I can breathe a little.”
Melissa F.
Plumbing Contractor · 2-man crew
“As a solo consultant I wear every hat. CashFlow Pro is the first finance tool that actually feels like it was made for someone like me — not a CFO.”
David R.
Management Consultant · Solo
“I was overpaying on subcontractor costs for months. The category trend chart made it impossible to ignore. Switched subs and got the margin back.”
James O.
Drywall Contractor · Commercial
“My wife handles our books and she said this is the only tool she's actually enjoyed using. Clean interface, nothing confusing, everything where you'd expect it.”
Brett L.
HVAC & Refrigeration
“The moment the AI flagged that my fuel costs doubled in October — the same month I started a job across town — everything clicked. I'll price that distance into future bids.”
Courtney V.
Landscaping · Owner-operator
“I used to guess whether I was profitable each month. Now I know by Monday morning. The bank sync alone saved me hours of spreadsheet work every week.”
Marcus T.
Residential Electrician · 8 yrs
“The AI advisor caught that I was spending 34% of revenue on materials — way above industry average. I renegotiated with my supplier and saved $1,800 in the first month.”
Jenna R.
Interior Painter · Solo operator
“Tax season used to stress me out for weeks. This year every transaction was already categorized. I handed my accountant a clean report and we were done in an hour.”
Derek W.
HVAC Contractor · 3-man crew
“I run a landscaping crew and never really tracked the numbers. CashFlow Pro showed me which months I was actually losing money — I had no idea until I saw the charts.”
Carlos M.
Landscaping & Lawn Care
“As a freelance consultant I bill different clients every month. The revenue breakdown finally showed me which work was actually worth my time.”
Priya S.
IT Consultant · Freelance
“I connected my bank in about 2 minutes and it pulled in a month of history automatically. The AI labeled almost everything correctly. Genuinely impressed.”
Tom B.
General Contractor · Remodeling
“I was hemorrhaging money on fuel and didn't even realize it until the dashboard showed me 18% of my revenue was going to gas alone. Cut routes and saved $600 a month.”
Ray V.
Plumber · Owner-operator
“Payroll tracking used to be a nightmare. Now I can see exactly what my guys cost me each month versus what I brought in. Game changer for bidding jobs.”
Steve H.
Roofing Contractor · 6-man crew
“I switched from QuickBooks after paying $180/month for features I never used. CashFlow Pro does everything I actually need for $50 and is ten times easier.”
Amanda K.
Bookkeeper turned Contractor
“Asked the AI why my Q3 profit was down despite higher revenue. It pointed to a spike in subcontractor costs I would have missed entirely. Saved me from the same mistake this year.”
Luis F.
General Contractor · Commercial
“I finally understand my business finances. I'm not an accounting person at all. This is the first tool that made it click for me without needing a degree.”
Chris P.
Welder · Fabrication Shop
“The quarterly tax estimate alone is worth the subscription. I used to get blindsided every April. Now I know exactly what I owe three months in advance.”
Tanya M.
Freelance Graphic Designer
“Showed my accountant the P&L report from CashFlow Pro. She said it was cleaner than most of her corporate clients. Saved me two hours of her time right there.”
Bobby R.
Electrical Subcontractor
“I was working 60-hour weeks and barely keeping money. The dashboard showed my labor cost was 72% of revenue. Raised my rates, fixed my margins.”
Kevin D.
HVAC Technician · Solo
“The auto-import was huge. I didn't have to enter anything manually. Everything just showed up categorized and ready to review.”
Sandra L.
Interior Designer · Freelance
“I run three crews and need to know which jobs are actually profitable. The category breakdown by month tells me everything I need to know in under a minute.”
Mike T.
Painting Contractor · 3 crews
“Tried Wave first because it was free. Kept losing my connection and the sync would break. Switched to CashFlow Pro and haven't had a single issue in 4 months.”
Dana W.
Landscaper · Owner-operator
“I asked the AI what my most profitable month was over the last year and it told me immediately with the exact numbers. I would have had to dig through spreadsheets for an hour.”
Jason C.
Carpenter · Custom Furniture
“My CPA told me most of her contractor clients come in with a shoebox of receipts. I walked in with a PDF report. She was shocked.”
Rachel B.
General Contractor · Residential
“The materials vs. labor breakdown is exactly what I needed. I can now see at a glance whether a job was profitable before I invoice the next similar one.”
Tony S.
Tile Setter · Commercial & Resi
“Bank-grade security was a big deal for me. I wasn't comfortable with other apps storing my credentials. Knowing Stripe only has read access made the decision easy.”
Phil N.
IT Consultant · SMB
“I set up 2FA in about 30 seconds. Good to know nobody can get into my financial data even if my password leaks.”
Grace H.
Freelance Developer
“I was skeptical about AI finance tools but the chat actually works. I asked a real question — 'what's my average monthly profit this year' — and got an exact answer instantly.”
Nathan E.
Electrician · Union contractor
“Three months in and I've already renegotiated two supplier contracts based on what the spending breakdown showed me. Paid for itself five times over.”
Olivia J.
Flooring Installer · Residential
“Setup was shockingly fast. I went from nothing to a fully populated dashboard in about 4 minutes. No exaggeration.”
Eric A.
Roofer · Storm restoration
“I use the profit trend chart every Monday morning. Thirty seconds and I know whether the week needs to be aggressive or whether I can breathe a little.”
Melissa F.
Plumbing Contractor · 2-man crew
“As a solo consultant I wear every hat. CashFlow Pro is the first finance tool that actually feels like it was made for someone like me — not a CFO.”
David R.
Management Consultant · Solo
“I was overpaying on subcontractor costs for months. The category trend chart made it impossible to ignore. Switched subs and got the margin back.”
James O.
Drywall Contractor · Commercial
“My wife handles our books and she said this is the only tool she's actually enjoyed using. Clean interface, nothing confusing, everything where you'd expect it.”
Brett L.
HVAC & Refrigeration
“The moment the AI flagged that my fuel costs doubled in October — the same month I started a job across town — everything clicked. I'll price that distance into future bids.”
Courtney V.
Landscaping · Owner-operator
Stop guessing.
Start knowing.
Sign up in 30 seconds. Connect your bank. See your real numbers in under 5 minutes — revenue, expenses, profit, and tax estimates built for the trades.
Start Free Trial — No Card RequiredFree 14-day trial · No card required · Cancel anytime
< 5 min
Average setup time
$50/mo
All features included
5★
Avg. user rating
Know if you're actually profitable
Stop guessing. See your real revenue, expenses, and net profit — by month, by week, right now. No spreadsheet required.
Sync up to 2 banks — 30 days in 60 seconds
Connect one or two business bank accounts and your last 30 days of transactions import automatically. Filter the dashboard by account or view everything combined. Subscribe to unlock 6 months of history.
Ask your finances anything
"Where did my profit go in March?" "Am I spending too much on subs?" Get real answers based on your actual numbers — not generic advice.
Never get surprised at tax time
See your estimated quarterly self-employment tax based on your actual profit. Know what you owe before the bill arrives.
Find out where the money goes
Every dollar categorized — payroll, materials, fuel, subs, equipment. See exactly which expenses are eating your margin.
Your data stays yours
Read-only bank access. 256-bit encryption. Your financial data is never sold or shared — ever. Built on Stripe and Supabase infrastructure.
Up and running in under 5 minutes
No accountant required. No spreadsheets. Just clarity.
Create your free account
Sign up in 30 seconds — just your name, email, and password. No credit card. Your trial starts immediately and you see the dashboard right away.
Link your bank(s) — 60 seconds
Connect up to 2 business bank accounts via Plaid. Your last 30 days of transactions import automatically — subscribe to unlock 6 months of history. Filter by account or see everything combined. The AI categorizes everything.
Know your numbers
Live revenue, expenses, and profit — right in front of you. Ask the AI anything: "Am I making money?" "What do I owe in taxes?" Real answers, instantly.
Your accountant will bill you by the hour.
CashFlow Pro makes those hours disappear.
Every transaction is categorized throughout the year. When tax season hits, your books are already clean — no scrambling, no guessing, no three-hour meetings. One click generates a report your accountant can work with immediately. At $50/month, you cover the cost the moment you save your first hour of CPA time.
Profit & Loss Report
Full P&L broken down by category and month — exactly what your accountant or lender needs. Export to PDF in one click.
Quarterly Tax Estimate
Built-in self-employment tax calculator shows your estimated SE tax, income tax, and quarterly payment amounts based on your actual net profit.
Year-Round Categorization
Every transaction is automatically categorized as it comes in. Payroll, materials, fuel, subcontractors — organized all year so you're never doing it last minute.
The math is pretty simple.
Your accountant charges by the hour. We don't.
Bookkeeper
Manual entry, back-and-forth, room for errors
CPA at tax time
3+ hrs minimum just to clean up your books first
CashFlow Pro
Automated year-round — books always ready
1 hr CPA session
$150–$300 spent
Just to organize what you should already have
1 month CashFlow Pro
$50 flat
Books clean, reports ready, AI on call 24/7
Break-even point
< 20 minutes
If it saves you one hour of CPA time, it paid for itself
Simple pricing. No surprises.
One plan. Everything included. Cancel anytime.
CASHFLOW PRO
Free 14-day trial · Cancel anytime
If this saves you even one hour of bookkeeping, it pays for itself.