Cashowa
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Legal, financial and property professionals
Most real estate investment advisory firms find out how the year went in about April, from their accountant. Cashowa shows you as it happens, from the statements you already have.
Free plan, 10 credits a month, no card required.
Alex M.
hello@cobaltrealestateco.co
Your business at a glance.
Revenue (90d)
$11,151.00
Operating costs (90d)
$8,102.00
Net profit (90d)
$3,049.00
Monthly net
$1,675.00
Average of closed months
Cash flow
Money in and out, last 12 months
Top costs
Biggest expense categories, last 90 days
Top suppliers
Where the money went, last 90 days
If you run a real estate investment advisory firm business, you already know the numbers do not sit still. This is a world of lumpy income. A property sale, a completed case, a closed deal. The work happens over months and the fee arrives on one day, which makes any single month a poor guide to how the business is doing. Judging yourself on a month here is like judging a farmer on a week.
There is also a hard line between client money and your money. Anything held on behalf of a client is not revenue and should never be sitting in the same mental bucket as your fees. Getting that wrong is not just untidy, it is a compliance problem.
Costs are dominated by the fixed things. Professional indemnity, practising certificates, regulatory fees, software, referral fees and marketing. They arrive whether or not you completed anything this month, which is what makes the quiet stretches uncomfortable.
Money in
$5,461.00
Money out
$1,756.00
Left over
$3,705.00
Where the money went
Upload a statement and Cashowa does the sorting. Free to start, no card needed.
Three situations that come up constantly in real estate investment advisory firms.
Cashowa charts by month, quarter or year. Switching to quarterly is usually the moment this kind of business starts making sense, because it stops a completion landing on the first of the month from distorting everything.
Mark transfers involving client funds so they never get counted as income. Cashowa distinguishes money that is genuinely yours from money simply passing through, which keeps your revenue figure honest.
Add up insurance, regulatory fees, software and marketing and you get the monthly number you have to clear before you have earned anything. Most people have never seen it in one figure.
Switch between monthly, quarterly and yearly to see the pattern.
Property linked work peaks in spring and early autumn and falls away sharply over Christmas. Anything tied to the tax year clusters hard in the weeks before the deadline.
Upload twelve months and the pattern stops being something you half remember. You can switch between monthly, quarterly and yearly, which matters when income arrives in lumps and a single month tells you very little.
If you hold stock or materials, Cashowa tracks what you have, what it cost and what is running low. Enter a count once and it counts down as things get used, so you are not retyping numbers every week.
Add a lead time and it warns you before something runs out, rather than after.
Reorder now
Archive boxes, Headed paper will run out before a new order arrives.
| Product | Sold | Revenue | Cost | Stock |
|---|---|---|---|---|
| Archive boxes | 47 | $3,156.52 | $23.00 | 5 |
| Headed paper | 63 | $5,062.68 | $28.00 | 0 |
| Ink cartridges | 28 | $3,178.56 | $43.00 | 78 |
| Binding covers | 23 | $993.60 | $20.00 | 72 |
| Case files | 60 | $1,512.00 | $12.00 | 63 |
Built around how real estate investment advisory firms work, not around a generic business.
Useful for anything tied to a tax year or a filing date.
Because a single month tells you almost nothing when fees arrive in lumps.
Money held for someone else is not income, and Cashowa lets you classify it so your numbers stay truthful.
See what it costs to keep the doors open before you have billed anything.
Introducer and referral payments get their own category so you can see what your headline commission actually nets.
These get recognised and sorted on their own when they turn up on your statement. If something specific to your setup gets filed wrongly, you fix it once and it sticks.
Export a statement, upload it, and the categorising happens on its own.
The things worth knowing before you sign up.
Other legal, financial and property professionals categories Cashowa is built for.
See all legal, financial and property professionalsBrowse other use cases
No bank login
You upload a statement. Cashowa never asks for your banking credentials.
No card to start
The free plan gives you credits every month without payment details.
CSV or PDF
Whatever your bank exports. No special format needed.
Your data stays yours
Stored against your account only, and you can delete it whenever.
Cashowa reads your statements and tells you straight. Free plan, no card required.