CashLinx
Your client needs bookkeeping. This is where it gets done.
The workflow and client-experience layer between a bookkeeper and QuickBooks or NetSuite. CashLinx runs AR, AP, and bank rec through review, gives the client live financials, and manages the whole engagement in one place. It does not replace the client’s accounting system, it makes it usable.
CPAs, bookkeepers, and the clients they serve: bookkeepers manage the work, clients approve and watch their numbers, and CPAs keep oversight.
What it does
Live financials
P&L, balance sheet, cash, and AR and AP aging, live from the client’s books.
AR, AP, and bank rec
Run the functions a small company outsources, staged in review before anything posts.
Dual review
A client approval and a CPA review gate every change before it posts.
Client portal
Mobile-first, so the business owner watches their live numbers and approves work without touching the accounting system.
One workboard
Every client’s tasks and critical dates in one place, bank recs to quarterly estimates, windowed by overdue, this week, and next week.
Practice overview
Active clients, monthly recurring, outstanding balances, and billable hours across the whole book, with Excel and PDF exports.
Who it is for
CPAs, bookkeepers, and the clients they serve: bookkeepers manage the work, clients approve and watch their numbers, and CPAs keep oversight.