CashyNest brings estimates, invoices, payables, approvals, reporting, and year-end close into one clean workflow built for real accounting teams.
6
Core workflows in one app
3
Quote → Invoice → Receipt
1
Year-end close that locks the period
Live Workflow
Setup -> Operate -> Close
Clean setup
Setup flows keep master data clean.
Document flow
Estimates and invoices stay in sync.
Audit-ready close
Approvals and close stay audit-ready.
Product Story
Explore the app by real workflows your team runs every week.
Sales Quotes
Build branded estimates, track their status, and convert approved quotes into invoices without re-entering line items.
Draft, submit, approve, and convert to invoice
Printable layouts with consistent padding and branding
Status visibility across drafts, submitted, approved, and rejected
Quote Flow
Draft → Approved
Conversion
One click
Print Ready
Yes
Lifecycle
Stage 1
Start with your company profile, customers, vendors, and opening balances so every document posts correctly.
Business profile, currency, and branding
Items with account and tax mapping
Opening balances for balance sheet accounts
Ready to move?
Start with setup, move through documents, and close the year with clarity. We’ll help you migrate safely.