Frequently asked questions
What is CashLinx?
A bookkeeping and accounting service-delivery platform. It connects bookkeepers and accountants to their small-business clients, and adds the workflow, review, and client-experience layer on top of the client's existing accounting system.
Does it replace QuickBooks or NetSuite?
No. CashLinx connects to the client's accounting system and mirrors it for fast reads. The accounting system stays the system of record. Write-back is idempotent and only happens after review.
Who is it for?
Bookkeeping practices and accountants who serve small businesses, and the business owners themselves, who get a live view of their numbers through the client portal.
What can a client see in the portal?
Their live P&L, balance sheet, cash position, and AR/AP aging, plus anything waiting for their approval. It is mobile-first.
Which accounting systems and banks connect?
QuickBooks Online and NetSuite to start, with Xero and Sage planned. Banking connects through Plaid for feeds and reconciliation.
Is it read-only?
The first phase is read-only: connect, mirror, and show live dashboards, with no posting risk. AR, AP, and reconciliation write-back land next, behind both reviews.
How does review work?
Every change clears two stages before it posts back to the client's books: a client approval and a CPA or accountant review. Both are first-class and audited.
How is my data secured?
Default-deny row level security isolates every practice and every client, with least-privilege roles, encrypted connection secrets, and audited actions. See the Security page.
Can I add my team?
Yes. A practice admin adds staff and sets each person's role: bookkeeper, reviewer, CPA reviewer, or admin.
How does billing work?
You bill each client for the service with retainers and invoices, and CashLinx tracks what has been collected and what is still outstanding.
How do I get started?
Your practice is provisioned and you are guided through setup: name the practice, add your first client, invite your team, and connect accounting. See the setup guide.
What does it cost?
Pricing is being finalized. Reach out at support@mycashlinx.com and we will help you get going.
Still have a question?
Email support@mycashlinx.com or see the setup and resource guide.