Visual cash flow tracking for solopreneurs – see your money story at a glance.
Solopreneurs and small business owners struggle with QuickBooks' steep learning curve and high costs, which make it unsuitable for their need for simple, affordable accounting.
CashFlowly offers drag-and-drop expense entry, interactive charts for cash flow forecasting, and one-click bank reconciliation without QuickBooks bloat. Solopreneurs get weekly insights emails and simple budgeting tools to stay profitable effortlessly and affordably.
Solopreneurs and small business owners needing simple, affordable accounting software
Interactive visual dashboards with forecasting, gamified budgeting.
professional
Visual board for income/expenses.
Interactive graphs with forecasts.
Set monthly budgets per category.
Email summaries of trends.
Match bank imports to entries.
Predict next month cash flow.
Downloadable reports.
Savings milestones.
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| text | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| user_id | uuid | No |
| amount | int | No |
| category | text | No |
| date | timestamp | No |
| type | text | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| user_id | uuid | No |
| category | text | No |
| amount | int | No |
| period | timestamp | No |
Relationships:
/api/entriesAdd entry
/api/dashboardGet charts data
/api/budgetsSet budget
/api/forecastGenerate forecast
/api/emails/insightsTrigger weekly email
No forecasts
| Month | Users | Conversion | MRR | ARR |
|---|---|---|---|---|
| Month 1 | 120 | 2.5% | $45 | $540 |
| Month 6 | 900 | 4.5% | $607.5 | $7,290 |
Drag, drop, forecast – simple accounting dashboards for busy solopreneurs.
Target r/smallbusinessowners with dashboard screenshot thread. Cold DM Etsy/Shopify sellers on Twitter. Free access for beta via Gumroad launch.
Integrations
Complex UI
Visual-first simplicity
Budgeting
Personal focus
Business cash flow visuals
Proprietary forecasting models trained on anonymized data.
Economic uncertainty drives cash flow obsession in small biz.
Chart performance
Optimize with lightweight libs
Email deliverability
Use Resend + warm-up
Viz fatigue
A/B test visuals
Success: 75% love visuals
Success: 40% weekly login
Success: 500 organic visits
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