Powerful features designed to simplify your cashbook management and provide actionable insights for better financial decisions.
Create and send professional invoices in seconds. Automate reminders and recurring billing for effortless cash flow.
Easily manage clients, track payment status, and get notified when you get paid. Stay on top of your business relationships.
Generate beautiful reports and analytics to understand your revenue, outstanding invoices, and business growth.
Watch our 2-minute demo to see how Cashbook Assist simplifies your financial workflow
Learn how to set up your account, add transactions, and generate insights in under 5 minutes
Get started in minutes with our guided onboarding process
See your financial health with live dashboards and analytics
See what our customers are saying about how Cashbook Assist has transformed their financial management.
“Cashbook Assist has completely transformed how I manage my café's finances. The insights help me make better business decisions.”
“As a freelancer juggling multiple clients, tracking expenses was a nightmare. Now I can see exactly where my money goes and generate professional reports.”
“I no longer have to use manual cashbooks, and this has helped me remotely monitor my finances.”
Everything you need to know about Cashbook Assist
We use encryption to protect your data both in transit and at rest. Our servers are hosted on secure cloud infrastructure with regular security audits and compliance with industry standards.
Yes! Cashbook Assist supports importing data from popular formats including CSV, Excel, and API protocol. Our import wizard makes the process simple and error-free.
Absolutely! Our mobile app is available for both iOS and Android devices. You can track expenses, income and view reports on the go with full synchronization across all your devices.
We offer comprehensive support including email support for all plans, priority support for annual subscribers, and dedicated account management for enterprise customers. We also have extensive documentation and video tutorials.
Yes, you can cancel your subscription at any time. There are no long-term contracts or cancellation fees. You'll continue to have access to your account until the end of your billing period.
Still have questions?
Contact SupportJoin thousands of business owners who have already streamlined their cashbook management with our powerful platform.
Choose the perfect plan for your business. No hidden fees, no surprises. Enjoy a 7 day free trial on all plans (canceallable anytime).
Perfect for growing businesses