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Financial management
built for growth

CashSheet gives you double-entry accounting, invoicing, bills, and financial reports — all in one place, with complete tenant isolation for every organisation.

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Your financial command centre

Everything you need to run your business finances — invoices, bills, reports and more.

app.cashsheet.io/acme-corp/dashboard

Good morning, Alex!

Acme Corp · Financial Dashboard

Jan 1 – Dec 31, 2024 Change Period
Accounting
Expenses & Pay Bills
Sales & Get Paid
Reports

Net Profit

$29,660

↑ 18.7%

Cash on Hand

$14,200

Available

Total Assets

$98,400

All assets

Liabilities

$32,100

↑ 3.1%

Total Equity

$66,300

↑ 9.4%

Profit & Loss Trend

Monthly
Jun Jul Aug Sep Oct Nov Dec

Invoices & Receivables

View All

$8,400

Payable

$12,600

Receivable

$48,200

Revenue

INV

#1042 · Acme Corp

Paid $4,200
INV

#1043 · Beta Ltd

Pending $2,800
INV

#1040 · Gamma Inc

Overdue $1,500

Invoice #1042 paid

$4,200 received · just now

Why businesses choose CashSheet

Powerful accounting tools that grow with your business — without the complexity or the price tag.

Accounting made simple

Double-entry bookkeeping, ledgers and financial reports — built for business owners, not accountants.

Invoicing & billing

Create and send professional invoices, track bills and payments — all in one place, always in sync.

Full financial visibility

Balance sheet, income statement and cash flow always up to date — know exactly where your business stands.

Everything connected

POS, inventory, subscriptions and accounting all talking to each other — no manual reconciliation needed.

Learn more

Transactions

All debit and credit entries across every journal entry.

Date range ▾
Timestamp Account Type Credit Debit Description Cleared
Dec 15, 20241000 Cash & Bankcredit4,200.00Invoice #1042 payment
Dec 15, 20244000 Sales Revenuedebit4,200.00Invoice #1042 payment
Dec 10, 20245100 Office Expensesdebit1,240.00Bill #0042 — Office Depot
Dec 10, 20242000 Accounts Payablecredit1,240.00Bill #0042 — Office Depot
Dec 5, 20241200 Accounts Receivabledebit2,800.00Invoice #1043 — Beta Ltd
Totals5,440.008,240.00

Invoices

New Invoice
Number Customer Status Amount
INV-1042Acme CorpPaid$4,200
INV-1043Beta LtdPending$2,800
INV-1040Gamma IncOverdue$1,500
INV-1039Delta CoPaid$3,600

Balance Sheet

As of December 31, 2024

Assets $98,400
Cash & Bank$14,200
Accounts Receivable$12,600
Inventory$8,400
Fixed Assets$63,200
Liabilities & Equity $98,400
Accounts Payable$8,400
Total Liabilities$32,100
Total Equity$66,300

Connected Modules

All data synced in real time

POS

156 transactions today

$4,820 synced

Inventory

248 items tracked

Auto-updated

Subscriptions

24 active plans

$9,840 MRR

Accounting

All entries posted

Books balanced

All modules synced — last updated just now

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See CashSheet in action for your business

No credit card required. Set up your account in minutes and start managing your finances the smart way.

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Focus on growing your business

Let CashSheet handle the numbers while you do what you do best — build, sell, and scale.

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invoices
Track
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Generate
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Get paid faster, stress less

Create professional invoices, send estimates, and track every payment — all from one place. CashSheet keeps your customers, vendors, and bank accounts connected so you always know who owes you, what's been paid, and what's still outstanding. No more chasing spreadsheets.

Know exactly where you stand

Balance sheets, income statements, and cash flow reports — always up to date and ready when you need them. Track expenses, monitor profit and loss, and close your books with confidence. Whether it's tax season or investor meetings, your numbers are always presentation-ready.

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Balance
sheet
Income
statement
Cash flow
statement
Team managing inventory and operations
Track
inventory
POS
sales reports
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billing
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reports

Run every part of your operation

From point-of-sale transactions and inventory counts to subscription billing and recipe costing — every module works together seamlessly. Track stock levels, manage purchase orders, analyze product mix, and bill recurring customers without switching between tools.

Made for every kind of business

Restaurants & Cafés

Track recipes, manage inventory counts, and see your food costs in real time.

Restaurant owner in kitchen

Maria Chen

The Green Bowl Kitchen

Retail & E-commerce

Sync POS sales with your books and keep stock levels accurate across locations.

Retail shop owner organizing products

James Okafor

Okafor Home Goods

Service Providers

Send invoices, track billable hours, and get paid faster with online payments.

Consultant working with client

Priya Sharma

Sharma Consulting Group

SaaS & Subscriptions

Automate recurring billing, track MRR, and manage subscription agreements.

SaaS founder at desk

Alex Rivera

CloudSync Platform

Insights & Resources

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Invoicing & Payments Financial Reports Cash Flow Inventory & Recipes POS & Retail Subscriptions

Frequently Asked Questions

CashSheet is a professional accounting platform built for modern businesses. It provides double-entry bookkeeping, invoicing, bills, financial reports, subscription management, POS, and inventory — all in one place, designed to scale with your business.

Yes. You can sign up and start using CashSheet with no credit card required. Our Starter plan gives you access to core accounting features right away. You can upgrade to a paid plan at any time as your business grows.

CashSheet is built on a full double-entry accounting engine. It supports standard chart of accounts, journal entries, ledgers, balance sheets, income statements, and cash flow statements — compatible with GAAP and IFRS reporting principles.

Yes. All plans include access to our help centre and documentation. Professional and Premium plans include priority email support. Our team is available to help you get set up, troubleshoot issues, and make the most of the platform.

Yes. CashSheet supports OFX and QFX file imports for bank reconciliation, and includes a QuickBooks Online integration for syncing customers, vendors, invoices, and bills. You can also import data via CSV for most entities.

Absolutely. You can cancel your subscription at any time from your account settings. There are no long-term contracts or cancellation fees. Your data remains accessible until the end of your billing period.

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