Kashoo
The World's Simplest Accounting Software for Small Businesses.
Executive Summary
Kashoo is a cloud-based accounting software designed for small business owners, freelancers, and sole proprietors who may lack extensive accounting expertise. It simplifies financial management through features like invoicing, automated expense tracking, and secure bank connections. The platform provides key business value by offering a user-friendly interface and automation to streamline bookkeeping tasks, enabling efficient financial tracking and tax preparation.
Use Cases
- Managing invoicing and tracking payments for services rendered to clients.
- Automating expense tracking and categorization for simplified tax preparation and year-end filing.
- Connecting bank accounts for real-time transaction import and efficient bank reconciliation.
- Generating essential financial reports like Income Statements and Balance Sheets for business insights.
- Collaborating with accountants or team members on financial data with shared access and activity logs.
- Tracking project-specific expenses and analyzing cash flow for individual projects.
Features
Visibility
- Real-time Financial Dashboards: Provides an instant overview of income, expenses, net income, and cash flow with customizable charts and graphs.
- Customizable Reporting: Allows users to build and schedule custom financial reports with specific data sets, date ranges, and formulas, exportable to various formats.
- Cash Flow Analysis: Enables users to view and analyze their cash flow, helping them understand financial trends and make informed decisions.
- Detailed Transaction List: Offers a comprehensive list to track all business movements, allowing for easy categorization and review of transactions.
- Income Statement & Balance Sheet: Generates essential financial statements for a complete and accurate overview of the business's financial health.
Intelligence
- Automated Transaction Categorization: Uses smart algorithms to automatically categorize bank transactions, significantly reducing manual data entry and improving accuracy.
- Machine Learning for Record Matching: Automates the matching of receipts and other records with bank transactions, facilitating real-time reconciliation.
- Learning for Recurring Transactions: The system learns from user's past categorizations to automatically suggest appropriate categories for repeating income and expenses.
- Automated Bill Payments: Enables users to automate recurring bill payments, ensuring timely disbursements and better cash flow management.
- Recurring Invoicing: Allows for the setup and automatic sending of recurring invoices to regular clients, streamlining billing processes.
Support
- Live Chat Support: Provides instant assistance through a live chat interface for quick resolution of queries.
- Email & Telephone Support: Users can receive comprehensive support via email and direct telephone communication.
- Extensive Knowledge Base: An online repository of articles, guides, and tutorials covering common questions, features, and troubleshooting steps.
- In-app Contextual Help: Provides pop-up boxes and guides within the application to explain features and assist users as they navigate the software.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- User-Password, OAuth2, SSO via Google
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- Machine Learning
Integrations
- Bank Connections
- PayPal
- Stripe
- Square
Security & Compliance
Encryption: Bank-level encryption and advanced security measures are used to protect financial data in transit and at rest.
Pricing
- Model
- Tiered subscription
- Starting Price
- $19.95/month or $199/year (equivalent to $16.65/month when paid annually). A free 'TrulySmall Invoices' option is also available.
- Target Customer
- Small Businesses, Solopreneurs, Freelancers
- Contract Type
- Monthly or Annual
- Free Trial
- Yes, 14 days (credit card required)
About Kashoo
Kashoo is a cloud-based accounting and bookkeeping software targeted at small businesses and freelancers, offering invoicing, expense tracking, bank reconciliation, and simple financial reporting. It emphasizes ease-of-use, mobile access, and automation to streamline small business accounting workflows.