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Bookkeeping and invoicing

on autopilot.

Flush is the agentic financial command center for fractional professionals. You're the most expensive employee you have. Stop spending billable hours on your books.

Fractional executives Independent consultants Startup CEOs Angel investors
Start free today →

No credit card required · $29/month after your free period

flush.cash/dashboard
Home
My money
Bank feed
Money buckets
Tax savings
Pipeline
Invoices
Expenses
Equity
Reports
Good morning, Jason
All clear. $0 coming in over the next 30 days.
Available to pay yourself
$0
after tax savings and buckets
Coming in next 30 days
$0
from signed contracts
↻ Recent ask · Retain Acme, 2 follow ups
|
✓
Done. Invoice #0044 sent to Acme Corp.
$10,000 · due Aug 20, 2026 · ACH and card enabled
Prep for next meeting Recap last call What's overdue Draft a follow up Can I pay myself
Today
Halo weekly sync9:00 – 9:30 AM
Acme quarterly check in2:00 – 2:30 PM
Contract renews in 31 days, invoice #0042 still outstanding. Good window to raise both.
Needs your attention
Acme invoice #0042 is 12 days overdueDraft reminder →
You received $7,701 from Acme LLC, set aside ~$2,464 for taxesSet aside →
Meridian Co proposal sent 8 days ago, no replyDraft check in →
1Cash flow 2Clients 3Reports 4Equity
Built for people juggling more than QuickBooks can hold

Your work doesn't stop at the invoice.
Your tools shouldn't either.

⚡
Fractional executives

You bill 4 to 8 clients on different cycles. Some retainers, some project-based, some equity. Your income is real but it's never predictable, and neither is who needs what from you this week.

Which month can I actually pay myself?
Which client did I promise that deliverable to?
Why did tax season blindside me again?
🚀
Startup founders and CEOs

You're building while managing personal finances across entities, equity positions, angel deals, and a bank account that looks different every month.

What does my 90-day runway actually look like?
What am I worth if this company exits?
Am I leaving tax money on the table?
🏛
Independent consultants

Your biggest client pauses and your whole financial picture changes. You need a tool that thinks in probabilities and relationships, not spreadsheets.

What if my biggest client pauses next month?
Am I invoicing everything I should be?
Which client actually needs a follow up today?
The real cost of staying scattered

Most fractionals are already
paying for four tools. Badly.

Accounting software, a CRM, a task tracker, and something for taxes. None of them talk to each other, and you're paying full price for each one.

What you're stitching togetherCost
Accounting & invoicing
QuickBooks Simple Start
$38/mo
Taxes
TurboTax Self-Employed
~$11/mo
Client & pipeline tracking
A CRM like Pipedrive Advanced
$29/mo
Task tracking
Notion Plus, or a spreadsheet that's slowly falling apart
$10/mo
Total, 4 subscriptions≈ $88/mo
One subscription
$29
per month · everything included
Cash flow forecasting with real bank data
Client pipeline and relationship tracking
Tasks tied to the clients they're for
Invoicing, tax reserve, and reports
Equity and options tracking
Less than half the cost of the four-tool stack
New
Clients & Pipeline

See every client, every stage, and every promise in one place.

Stop keeping track of who's active, who's stalling, and who you owe a follow up to across LinkedIn DMs and sticky notes. Flush gives every client a stage, a health status, and a running list of what you told them you'd do.

Pipeline board — Prospect, Active, At risk, Renewing, at a glance
Client health — last contact, open invoices, and renewal dates surfaced automatically
Tasks tied to clients — no separate to-do list to keep in sync
Money and relationship in one view — see what a client is worth right next to what you owe them
flush.cash/clients
Prospect2
DoublePrime
$18K est.
Verda Labs
$9K est.
Active3
Acme Corp
$12K/mo
Growth Co
$10K/mo
Cortexa
$6K/mo
At risk1
Northpeak
no contact 22d
Renewing1
Series B Co
due Aug 12
What you promised them
Send Acme scope revisionAcme Corp
Follow up on DoublePrime proposalDoublePrime
Invoice Growth Co for JuneGrowth Co
Invoicing

Send a professional invoice in under 2 minutes.

Every invoice you send becomes a pipeline item. When it gets paid, your cash flow forecast updates automatically, and the client's status updates too.

Live preview as you type — see exactly what your client sees
Accept ACH and card via Stripe, built in, no setup required
Overdue alerts and one-click payment reminders
Auto-feeds forecast and client health — one action, two systems updated
flush.cash/invoices/new
New invoice #0043
Bill to
Acme Corp
jane@acmecorp.com
Line items
DescriptionQtyRateAmt
Monthly retainer1$12,000$12,000
Strategy session2$500$1,000
Total$13,000.00
Send invoice →
HALO CONSULTING LLC
INVOICE
#0043
$13,000
DUE JUN 13
BILL TO
Acme Corp
jane@acmecorp.com
Monthly retainer$12,000
Strategy session$1,000
Total$13,000.00
PAY ONLINE
flush.cash/pay/inv-0043
Financial Reports

P&L, Balance Sheet, Cash Flow, Sales. Accountant-ready. Founder-readable.

Four professional reports that your accountant can actually use. But built so you can actually understand them. Export to PDF or CSV in one click.

P&L statement with monthly breakdown and net profit margin
Balance sheet including equity positions and accounts receivable
Cash flow statement with waterfall visualization
Sales report by client with revenue concentration warnings
flush.cash/reports
Jan
Feb
Mar
Apr
May
CategoryQ1Q2 (partial)YTD
REVENUE
Consulting retainers$74,000$52,000$126,000
Advisory fees$25,500$17,000$42,500
EXPENSES
Contractors$25,400$16,600$42,000
Net Income$82,480$65,920$148,400
Equity & Options

Know what your equity is actually worth. Before it expires.

ISOs expire 90 days after you leave a company. Most people find out too late. Flush tracks every option grant, SAFE, and LP position, and tells you when to act.

Option expiration alerts at 90, 30, and 7 days
Exit scenario modeling — bear, base, bull, net cash after taxes
QSBS tracker — $10M federal gain exclusion eligibility clock
ISO/NSO/SAFE/LP/RSU — every position type supported
flush.cash/equity
Urgent — Archon Labs ISO options expire in 34 days
2,400 options · $0.42 strike · exercise cost $1,008
Equity positions
Archon Labs ISO · 2,400 opts $9,600 expiring
Driftwork NSO · 5,000 opts $22,000 vesting
Fund II LP · $50,000 $61,200 active
Tax intelligence

Your transactions know more about
your taxes than you do.

Flush reads every bank transaction and surfaces tax optimization opportunities automatically. A fractional CFO charges $2,000 to $5,000 to do this analysis once a year. Flush does it continuously.

Tax opportunities — 2026 Est. $24,800 in savings found
Solo 401k — $42,000 contribution headroom remaining
At your 32% marginal rate, contributing the maximum saves approximately $13,440 in federal taxes this year
~$13,440
Missed deductible expenses — $18,400 untracked in transactions
SaaS tools, travel, home office, and professional development found in your bank transactions not categorized as business expenses
~$5,888
QSBS eligibility clock — Driftwork · Jan 2028
Held since Jan 2023 · 2.5 years remaining · potential exclusion up to $10M in gains from federal tax upon qualifying sale
tracking
These figures are estimates for planning purposes only. Always review with a qualified tax advisor before taking action.
Early users

Built by a founder who lived every
one of these problems.

"Flush takes invoicing and cash flow uncertainty off my mind and adds productivity time to my day. A game changer for me and my business."

Rick Rusch
Rick Rusch
R2 Branding

"Flush is dramatically easier than QuickBooks for the way I run my business. I invoice my customers every month in just a few minutes instead of fighting with accounting software for hours. It's clean, intuitive, and finally feels like a tool built for founders instead of accountants."

Kristin Stanford
Kristin Stanford
Artist

"Flush is the first tool that lets me track my options and hold founders accountable for the equity commitments they've made. Something I've never been able to do reliably until now."

David McKnight
David McKnight
Coach and Founder, NotionPath
Connects to the tools you already use
🏦 Plaid — 12,000+ banks
🪐 Mercury
💳 Brex
📊 QuickBooks (export)
📒 Xero
🏢 Carta (CSV import)
💰 Stripe
Your data is yours

Built with privacy at the foundation,
not bolted on after the fact.

A lot of people ask if we can see their financial data. The honest answer is no, and here is why that is true by design.

🏦
Bank connections via Plaid
Your bank credentials never touch Flush. Plaid, the same infrastructure used by Venmo, Coinbase, and most major fintech apps, handles authentication and passes back read-only transaction data.
🔒
Your data is invisible to everyone else
Every query in the database is scoped to your account using Row Level Security. Not even the Flush team can run a query that returns your data. Your numbers are yours only.
💳
Payments via Stripe
Card details never touch Flush servers. All payment processing runs through Stripe, which is PCI Level 1 certified and used by millions of businesses worldwide.

Read the full details on our Security page and Privacy Policy.

Pricing

$29/month.
Everything included.

No tiers. No feature gating. No per-seat pricing. No accountant required. One subscription instead of four.

Everything included
$29
per month · cancel any time
Client pipeline & CRM
Task tracking by client
90-day cash forecast
Professional invoicing
Plaid bank connectivity
P&L, Balance Sheet, Cash Flow
Sales reports by client
Tax reserve intelligence
Option expiration alerts
Equity & angel portfolio
Exit scenario modeling
Stripe payment collection
Get started free →
No credit card required · cancel any time

Go back to doing the work.
Flush will run the business.

Bookkeeping, invoicing, and tax set-asides on autopilot. You're the most expensive employee you have. Start free today.

Start free today →

No credit card required · $29/month after your free period