Kashoo

Open Kashoo and go straight to the numbers that matter. Start by linking your bank and card accounts; new activity flows in within minutes. Kashoo suggests categories based on past behavior, so daily bookkeeping becomes a quick approve-or-adjust task. Create suppliers and customers on the fly—the first time you record a payment or bill, the contact is saved for next time. Snap receipts from the mobile app, attach them to expenses, and split transactions when one charge covers multiple items. When it’s time to reconcile, match entries to your statement line by line and lock the period to prevent changes.

Send professional invoices in a few clicks. Pick a template, add your logo, set payment terms, and drop in items, taxes, or discounts. Include a secure pay button so clients can settle by card or other methods, and choose to pass along a small service fee to offset processing costs. Schedule automatic reminders, accept partial payments, and track deposits against the final bill. Quotes and estimates convert to invoices without retyping. Share links or email directly from Kashoo, and export to PDF, Excel/CSV, or Word when a client requests a different format.

Stay on top of cash and obligations with built‑in views. See today’s cash position, unpaid customer balances, upcoming bills, and a clear profit-and-loss snapshot alongside your balance sheet. Filter by customer, project, or date range, and compare periods to spot trends. Generate aging lists for receivables and payables to prioritize follow‑ups. Map sales taxes once and let Kashoo calculate them on each sale; end of month, pull tax summaries that are ready to file. For planning, set budgets and run simple forecasts using your actuals as a baseline.

Work with your accountant without email back‑and‑forth. Give them secure access, let them post adjusting entries, and rely on the audit trail for every change. Connect tools you already use—Shopify for storefront sales, PayPal for online payments, and Gusto for payroll—so activity lands in the right ledgers automatically. Whether you’re a freelancer, a service firm, or a growing shop, Kashoo keeps everyday tasks fast: categorize, invoice, reconcile, report. Fewer clicks, fewer surprises, and more time to focus on the work that pays.