Fully customise your invoices to match your business by adding your own details and logos, and remove and add different elements.Next feature >
All Invoices are created as PDFs which can be printed or emailed at the click of a button from your KashFlow account.Next feature >
Create unlimited invoices for unlimited numbers of customers without any extra charges or hidden fees (excludes £5 package).Next feature >
Set up repeat invoices that can be automatically sent to your customers (excludes £5 package). You can also automate notifications to show if an invoice is overdue, and automatically list your received payments and update the amount owed.Next feature >
Pre-enter a list of products or services you use, and even set it to automatically fill in the price, description and VAT rate.
Enable this feature to link your online banking accounts to your KashFlow accounts, allowing you to automatically update your bank transactions within KashFlow for near real-time information.Next feature >
Set up as many bank accounts as you like, name them anything you like, and even choose from a list of logos to make your accounts quickly identifiable. You can also set up a ‘Cash Account’ to represent cash on hand.Next feature >
There is no limit to the number of transactions you post directly to your bank (excludes £5 package), and there is no limitation on paying your invoices and receipts.Next feature >
Simply and easily match your actual bank statements with what your KashFlow accounts reflect. Just tick the boxes!Next feature >
Record any transfers you make from one bank account to another, in just a few clicks.Next feature >
Regular transactions can be automated to repeat at regular intervals, saving you time entering this data again.Next feature >
Gain even more financial control by locking transactions on a bank account up to a certain date, so ensure you don’t accidentally change anything you shouldn’t.
There is no limit to the number of quotes you can create and no hidden or unexpected charges for creating lots of them.Next feature >
Customise your quotes to match your business, using your own text and branding. You can also rename your quotes to anything you like, such as ‘estimates’ or ‘proforma’.Next feature >
You can set up a list of categories to manage your quotes, such as Live, Pending, Closed, and assign your quotes to these categories.Next feature >
Easily convert your quotes to invoices, and if you need to, keep the existing quote for the future. You can also edit the resulting invoice if you need to.Next feature >
Produce a quote in any currency you like with exchange rates automatically updated daily (excludes £5 package).Next feature >
All quotes are created as PDFs which can be printed or emailed at the click of a button from your KashFlow account. You can even choose to send the PDF quote by post.
When you log in to your KashFlow account you can immediately see how much you are owed and what invoices are overdue.Next feature >
KashFlow’s automated credit control feature means you never have to remind your customers about upcoming or outstanding payments.Next feature >
We will also automatically email you if an invoice is unpaid after its due date.Next feature >
KashFlow also provides three pre-written and effective reminder letters for overdue invoices. The system will prompt you when to send these letters and will also automatically add the details of the overdue invoice.
Easily produce statements for customers and suppliers, and configure each statement in different ways to show only unpaid invoices or invoices for certain date periods. These statements can also be produced as CSV files or emailed as PDFs.Next feature >
Create up to 20 custom fields for your customer and supplier records.Next feature >
You can easily view a range of statistics for your customers to help you identify when they were first invoiced, how long they take to pay, overdue payments, etc. You can also download a complete history of what you’ve sold/purchased.Next feature >
Set your payments terms according to each customer and supplier, with automated features to reflect this in invoices. You can also set discounts for specific customers that can be applied to their invoice in a single click. Invoices can also be set to automatically reflect if a customer is receiving wholesale pricing, just by ticking the appropriate box.Next feature >
Store customer and supplier VAT information such as their registration number; If CIS is enabled then a complete range of fields is shown to store UTR Number, NI number, etc; Even print forms and envelopes for your customers and suppliers straight from your KashFlow account.
Assign different categories for your purchases so your expenses can be easily managed and analysed.Next feature >
Set up your recurring purchases to be automatically created to avoid manually entering the information each time (excludes £5 package). You can also set up email notifications to your suppliers to tell them you’ve paid!Next feature >
Scan and upload any necessary attachments (like PDFs or images of your bills) that you can store with your records on KashFlow.Next feature >
Mark multiple purchases as paid with a single payment; copy your supplier invoices and avoid duplicates; Print or email Purchase Orders and Remittance Advice to send to you suppliers; and much more!
Get a quick and easy insight into your income data with a range of Income Reports: Customer Report, Income by Customer, Income by Payment Method, Income by Product, Income by Sales Type and many more!Next feature >
Get quick and easy insight into your expenditure with a range of Expenditure Reports: Expenditure by Outgoing Type, Expenditure by Pay Method, Expenditure by Pay Method and many more!Next feature >
For a quick an easy general overview of your financial data there are even more reports: Balance Sheet, Asset Register, Customer Purchase History, Monthly Profit and Loss, Self Assessment and many more!
KashFlow’s powerful API means you can Integrate your business processes within your KashFlow Account. Using a range of existing apps or commissioning your own from a developer, you can automatically record sales for you eCommerce site, provide a customer portal to your own site and much more!Next feature >
Team up with KashFlow and easily integrate your software with ours. By integrating with us you have instant accounting functionality in your own software and we’ll also list your product on our page of available apps.Next feature >
We have a ready market of people looking for someone to develop applications that integrate with KashFlow, that can be listed on our site and sold to our customers. But this bespoke service is something we don’t provide, so instead we refer them to programmers that we know are capable of working with our API.Next feature >
Integrate KashFlow software as part of your service platform to provide a bookkeeping add-on for your business. This can be rebranded using your company branding to offer your customers a bookkeeping solution.Next feature >
Our accountant partners using KashFlow Connect also benefit from an API specifically for the Connect platform, to make it easier to manage their clients’ KashFlow accounts. More details can be discussed with the KashFlow Partner Success Team.
With KashFlow Payroll you can manage the pay of as many employees and companies that your business requires, without the complexity of traditional payroll systemsNext feature >
Our Payroll software takes care of all your employees’ pay details, as well as any details relating to employees leaving, rejoining, adoption leave and more.Next feature >
Our flexible Payroll lets you operate separate pay runs depending on when you pay your workforce. You can even edit your employees’ payslips to account for NICs, Tax and other deductions.Next feature >
Stay ahead of your business payments and expenses with personalised reports of your incomings and outgoing, and also get P45s and P60s, all through KashFlow Payroll.Next feature >
With KashFlow Payroll you can automate your Real Time Information (RTI) submissions, and being HMRC recognised, we can ensure your submissions are timely and correct.Next feature >
Additional Charge may apply
KashFlow accounting software includes a range of accounting related features such as an Asset Register with options for automatic depreciation (straight line and reducing balance).Next feature >
You can post journal entries, set up journal templates and reversing journals.Next feature >
Departmental accounting is enabled by the use of “Projects” (which can be renamed to anything you like). You can then run financial reports (P&L, Nominal Ledger, etc) based on just a specific department/project as well as on all data.Next feature >
KashFlow accounting software supports Standard VAT, the Flat Rate Scheme, VAT Moss, Cash Accounting (as well as Cash FRS) and EC Sales Lists. Vat Returns and EC Sales lists can be filed directly to HMRC from within our software.Next feature >
KashFlow accounting includes support for CIS from both a contractor and subcontractor perspective. Deductions are handled and reports are produced.
For all your accounts and accounting needs, customer can access the KashFlow Support for detailed in-depth accounts training and advice by video, webinar or one-to-one training.Next feature >
The Knowledge Base gives customers an extensive search portal for any questions they have about their KashFlow accounts. Featuring a range of most common answers to frequently asked questions, plus troubleshooting advice, the Knowledge Base is your first stop for any issues you may encounter.Next feature >
All KashFlow customers have access all day, every day to our award winning support team who are on hand to help you out with any issues.
Try KashFlow free for 14 days and you'll never look back. Promise.