We keep the books, and we built the platform we keep them on.
CashLinx Services runs AR, AP, and bank reconciliation for small businesses and closes their month. We do it on CashLinx, the platform we built for the work, and other practices run on it too. It does not replace your accounting system, it makes it usable.
Every month we use this on real client books. Nothing here is a demo waiting for its first user.
For business owners
Hand us your books
We run AR, AP, and bank reconciliation, close your month, and give you live financials you can read on your phone.
See the serviceFor bookkeepers and CPAs
Run your practice on it
The same platform we use every day: connect a client's accounting system, run the work through review, and give every client a portal.
See the platformFor bookkeepers and CPAs
Everything the engagement needs
One platform for the work, the review, the client experience, and the practice around it. Run your own practice on it, on your own branding.
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.
For business owners
Let CashLinx Services keep your books
Three levels of service to match where you are, from clean compliant books to full service with advisory. Priced to your volume and scope, with a flat monthly fee and nothing metered.
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.
Start a conversation
Whether you want your books handed over or your practice moved across, it starts the same way: tell us what you have now and what is not working. We will tell you plainly whether we can help.
Already a client or a practice on CashLinx? Sign in.