Transform your financial management with real-time cash tracking, automated transaction coding, and CPA-grade reporting. Trusted by medical practices, contractors, consultants, and businesses across all industries.
Trusted by small businesses across every industry
Real-time financial intelligence at your fingertips
Track daily cash fluctuations with precision. See deposits, withdrawals, and running balances in real-time.
AI automatically categorizes and codes every transaction, learning your patterns for 99% accuracy.
With over 15 years of experience in healthcare and banking, Brett Myers founded CashWorksPro with a simple mission: make financial management easier for small businesses everywhere.
The idea was born from personal experience. When Brett's wife opened her primary care practice, they found themselves outsourcing accounting at significant cost and losing valuable time to financial management. Brett knew there had to be a better way.
What started as a solution for his wife's practice quickly evolved. Brett discovered his passion for helping startup medical practices cut down on time and costs. Today, CashWorksPro has grown into a comprehensive cash accounting and capital management tool serving businesses across all industries - helping both customers and non-customers alike achieve financial clarity.
Specialized features for every type of business
Everything you need to manage cash accounting with confidence
Monitor your daily cash flow with bank-level accuracy. Know exactly where your money is at any moment with automated reconciliation.
AI learns your transaction patterns and automatically categorizes payments from clients, vendors, and payment processors specific to your industry.
Generate professional Income Statements, Balance Sheets, and Cash Flow reports instantly. Export to PDF or Excel with one click.
Track distributions, equity splits, and partner draws for businesses with multiple owners. Perfect for partnerships and LLCs.
Pre-configured metrics for your industry: patient revenue for medical, job costing for contractors, billable hours for consultants.
Your data never leaves your browser. Complete privacy with local storage, end-to-end encryption, and industry compliance.
Choose the plan that fits your business
Join thousands of businesses using CashWorksPro
Use demo credentials to view the embedded CashWorks Pro app.
Hint: demo@cashworkspro.com / demo123