Built for contractors. No guessing. Just time saved.

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.

"I had a great month but I'm still stressed about money"
"Tax time always blindsides me"
"I don't know if I'm actually making money on jobs"

Free 14-day trial · No payment required

$50/month subscription after trial · Cancel anytime

Saves you hours every month and cuts bookkeeping costs.

Read-only bank access
256-bit encryption
Data never sold
Cancel anytime
Secure, read‑only connection
·Used by thousands viaStripeinfrastructure

Built for: Plumbers · Electricians · HVAC · Roofers · Landscapers · General Contractors · Consultants · Painters · Welders

Powered by the world's most trusted financial infrastructure

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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

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 6 months 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 6-month history 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 6-month 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 6 months 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 6-month history 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 6-month 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 Required

Free 14-day trial · No card required · Cancel anytime

Up and running in under 5 minutes
Last 6 months of transactions imported automatically
AI categorizes everything — you just review
Ask the AI anything about your finances
P&L report ready for your accountant in one click
Quarterly tax estimate based on your actual profit

< 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.

6 months of history in 60 seconds

Connect your bank once and your last 6 months of transactions import automatically. You'll see patterns you've never noticed.

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.

STEP 01

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.

STEP 02

Link your bank — 60 seconds

Connect your business account via Stripe Financial Connections. Your last 6 months of transactions import automatically. The AI categorizes everything.

STEP 03

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.

Tax Season, solved

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.

P&L reports for any quarter or full year
Income summary ready for 1099 reconciliation
Expense breakdown your CPA can work from directly
Start Free Trial — No Card Required

The math is pretty simple.

Your accountant charges by the hour. We don't.

Bookkeeper

$25–50/hr

Manual entry, back-and-forth, room for errors

CPA at tax time

$150–300/hr

3+ hrs minimum just to clean up your books first

Best value

CashFlow Pro

$1.67/day

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

$50/month

Free 14-day trial · Cancel anytime

Live cash flow dashboard & charts
Automatic bank sync via Stripe
AI financial advisor (ask anything)
Unlimited transaction tracking
Payroll, materials & subcontractor breakdown
P&L reports & quarterly tax estimates
CSV import for any bank
Two-factor authentication (2FA)
Bank-grade data security
Start Free Trial

If this saves you even one hour of bookkeeping, it pays for itself.

SOC 2 Compliant Infrastructure
PCI-DSS Compliant Payments
Read-Only Bank Access