Questions and answers
Not answered here? Write to us, or read the documentation.
The product
It runs stock, selling, buying, production and double-entry accounting with tax for small and mid-sized businesses, on one live ledger: every document posts to the books as it happens. An AI assistant works inside the same screens.
Twenty sales processes come from one designer of five questions. An AI operator works the real screens while you watch, and work queues let you act on many waiting records at once. Stock never goes below zero by default, invoices close only when settled, and every business has its own isolated database.
Wholesale and distribution, retail and online sellers, light manufacturing and assembly, pharmacies and other expiry-dated goods, and service, repair and contracting businesses, from one owner to several locations with teams. It is not offered for restaurants at present.
Yes. The till has shifts, promotions, loyalty and gift cards, and barcode scanning is included in every plan.
Yes: bills of materials, work orders with backflush, material issues, finished-goods receipts and production scheduling, with costs posted to the books.
Plans and payment
Yes, with no time limit and no card: 2 locations, 2 users, 50 items and 30 sales and 30 purchase orders a month, with every feature.
Basic US$69, Standard US$129 and Premium US$249 a month, paid in advance for 1 to 36 months. Plans differ only in capacity. See pricing.
Yes. Upgrades take effect at once; a downgrade takes effect at the end of the period you paid for.
Yes, within 30 days of buying a paid plan. Payment-gateway processing costs may be deducted. See the refund policy.
No. You pay the plan price and nothing else.
Getting started
A web browser and an e-mail address. Nothing to install. You choose your country when you sign up, which sets the currency, formats and tax defaults; all of them stay editable.
Products, customers and suppliers import from Excel or CSV, and a connected online store brings its products and orders in. Any list exports to Excel.
The assistant suggests first steps and its tutor mode shows each step and why. The documentation covers every part, and tutorial videos are on our YouTube channel.
Integrations
WooCommerce and the Steadfast courier run live. Shopify, BigCommerce and 11 more store platforms, 9 marketplaces including Amazon and eBay, 30 more carriers, and QuickBooks Online and Xero are tested against the provider’s sandbox. See integrations.
Yes. Any AI app can connect over the Model Context Protocol (424 resources) and works with the rights of the person who connected it.
Security and data
Each business has its own isolated database. Every change is in an audit trail, sign-in can require a second step, and keys for connected services are encrypted. See security.
Yes. Roles set the pages a person can open, the fields they see, such as cost or margin, and the amount up to which they may approve.
Languages and support
21 languages, including right-to-left scripts, and any currency. Localisation packs add national tax forms and e-invoice formats for countries such as Saudi Arabia, India, Poland, Mexico, Peru and the EU’s Peppol countries.
E-mail support@cashflowinventory.com, or ask the assistant inside the app, where you can also book a call with our team.
Start with the free plan
Create a business in a few minutes. The free plan has no time limit and needs no card; move to a paid plan when you need more users, locations or orders.