Your client needs bookkeeping. This is where it gets done.
CashLinx is the workflow and client-experience layer between a bookkeeper and QuickBooks or NetSuite. Run AR, AP, and bank rec through review, give the client live financials, and manage the whole engagement in one place. It does not replace the client's accounting system, it makes it usable.
Bookkeepers manage the work. Clients approve and watch their numbers. CPAs keep oversight.
Everything the engagement needs
One platform for the work, the review, the client experience, and the practice around it.
Live financials
P&L, balance sheet, cash, and AR/AP aging, live from the client's accounting system, with drillable charts.
AR, AP, and bank rec
Run the functions a small company outsources, staged in CashLinx before anything posts back.
Dual review
A client approval and a CPA review gate every change before it posts to the client's books.
Client portal
Mobile-first. The business owner sees their live numbers and approves what needs a sign-off.
Client CRM
A full client record: legal identity, tax id, address, contacts, and the tasks you owe them.
Workboard and calendar
Every client's critical dates and to-dos, rolled up to a month calendar and an urgency board.
Time tracking
A built-in timer by client, project, and activity, with billable rollups by period.
Service billing
Retainers and invoices with collections and receivables, so you see revenue and what is outstanding.
Bookkeeping service tiers
Three levels of service to match where a client is, from clean compliant books to full-service with advisory. Priced to each client's volume and scope.
Essentials
Keep the books clean.
Solo operators and early-stage businesses that need accurate, compliant books and clear visibility.
- Monthly bank and card reconciliation
- Transaction categorization and monthly close
- Client review and approval step
- Live dashboard: P&L, balance sheet, cash
- Monthly financial statements
- Document binder tied to your transactions
Growth
Run the money in and out.
Established businesses with staff, vendors, and real payables and receivables.
- Everything in Essentials
- Accounts payable: bill entry, approval, scheduling
- Accounts receivable: invoicing support and collections
- Weekly reconciliation
- Dual review: client approval and CPA sign-off
- AR and AP aging dashboards
- Monthly review call
Premium
Full service, with advisory.
Growing businesses that want decision support, not just clean books.
- Everything in Growth
- Near real-time bank feeds and reconciliation
- Priority CPA review and faster turnaround
- Cash flow forecast, KPIs, budget vs actual
- Custom reporting and a quarterly business review
Payroll and tax are handled as add-ons or referrals, not part of the core tiers. Pricing scales with transaction volume, accounts, and entities.
How it works
A CPA refers a client
The client needs bookkeeping. The CPA steers them to one place instead of a patchwork.
A bookkeeper does the work
Connect the client's accounting, run AR, AP, and bank rec, and clear both reviews before posting.
The client sees everything
Live financials in the palm of their hand, with a one-tap approve when something needs them.