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Kashoo, A Simple Review

by Scott Max
I'll offer two ways to find the tool, software or service you need, keep reading our breakdown and recommendations, or tell us about your business and the problem you are trying to solve and we will advise you for free!

So, you are considering Kashoo.

You’ll be wondering if it's a good choice for you, if its feature set compares well to other options on the market, and if it is priced affordably enough for what you get.

This article will break all that down for you and more. 

Plus, at the end of the article you’ll find links to alternatives to Kashoo as well as our top picks for the options in this category.

Or, just go straight to Our top picks for Best Accounting Software

Without further ado, let’s get started.

Kashoo Features

Kashoo is the world's most straightforward accounting software that offers integrated technologies, simplifying bookkeeping and financial management. Kashoo offers business and solution-specific tools to help freelancers and companies automate their accounting tasks. It is the ideal solution for first-timers looking for an easy-to-use accounting platform.

Here are some exclusive features of Kashoo:

Advanced Accounting: Kashoo offers an automatic bank feed tool that sorts transactions plus maximizes deductions. It ensures you can quickly enter recurring expenses, reconcile faster, upload receipts or attachments and check status. Additionally, Kashoo connects with multiple accounts and auto imports bank transactions.

KashooPay: With Kashoo, you don't have to leave your accounting software to create or send invoices. Kashoo offers KashooPay, which lets you accept online payments from clients. Alternatively, you can integrate your Stripe account and use it with Kashoo invoices. You can connect with over 5000 banks and credit unions and seamlessly run your business with full encryption.

Critical Reporting: Kashoo offers crítical statistics and reporting tools to help you analyze the cash flow, income statement, balance sheet, accounts receivable and payable, trial balance and bank reconciliation. With Kashoo, you can accurately plan your project budgets and ensure you don't overcommit your finances.

Automated Accounting: Kashoo maximizes your tax deductions with computerized data entry, machine learning-powered auto-categorization and alignment with IRS & CRA. It automates contact creation and reconciliation plus offers a point & click receipt capture. Additionally, you can create contacts directly from your transactions. It ensures you don't mix up or lose new vendor contacts.

Simplified Invoicing: Kashoo lets you invoice your clients, get paid digitally and track your payments. Moreover, the learning curve is minimal due to the simplistic interface of Kashoo. Once you send invoices with Kashoo, it stores the record, so you never have to input the details again manually.

Kashoo Pricing

Kashoo offers 3 Pricing options for its invoicing and accounting tools.

The "Trulysmall Invoices" plan is priced at $0/month and allows you to send invoices. Additionally, you can accept payments, send estimates and track income or clients.

The "Trulysmall Accounting" plan is priced at $20/month and offers a complete accounting solution. Additionally, you can track sales tax, do essential reporting and comply with IRS/CRA standards.

The "Kashoo" plan is priced at $30/month and offers advanced accounting for larger firms. Additionally, you can do advance reporting, customize CoA and check printing.

Kashoo Discounts and Coupons

Kashoo currently does not offer any discounts or coupons for its subscription plans.

Kashoo Free Trial

Kashoo offers a 14 Day free trial for its subscription plans. Upon the expiration of the period, you can keep using the invoicing plan for free.

Kashoo, A Short How-To Guide

Once you login to your Kashoo account, you'll be redirected to the "Income & Expenses" inside the "Workspace" section. Here, you can input the invoicing details into your database. Click on "Invoices" to start creating invoices for clients.

Click on "Banking" to view your saved bank statements. The "List" section shows the contact database segmented into clients, suppliers, items and accounts. 

Go to "Reports" to enter the analytical section inside Kashoo. Click on "History" to view the recent changes made in your Kashoo database.

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