Kashoo Software

I started investigating Kashoo back in 2012. I was impressed because it was simple but had the essentials that accountants and bookkeepers needed.

The first thing that struck me when reviewing Kashoo was the dashboard. Unlike other software, the dashboard was designed to quickly enter income and expense transactions. There are some key metrics found on the right-hand side, but it’s mainly a form for entering income and expenses.

There is no big distinction between sales receipts and invoices, and bills and expenses. One just lets you enter in more details than the others.

Receipts are things paid for at the time of purchase, while invoicing is for paid at a later date. However, in Kashoo, you either pay something with a Paid account, like Cash, or an unpaid accounts receivable. This can be confusing at first but you get the hang of it.

As a data entry tool, it’s probably my favorite web app. The navigation is simple, the forms are simple, and everything can be accessed in just a click or two. The way it’s structured by allowing the use of any account type in account fields and having strong sales tax options makes it flexible for a variety of uses.The fact that it doesn’t have 100 different forms for income and expenses is a big plus. Out of all the software I’ve reviewed, I think it’s the easiest to learn.

On the downside, the simplicity, is what can be negative about it. Kashoo doesn’t have much in terms of automation, and it doesn’t have online payment capability. There’s also no inventory, no ability to attach items to invoices, and no add-ons beyond Payroll. There’s a trade-off with Kashoo that comes down to transactions. Once you get above 50 transactions a month, other automated options become more attractive.

I use Kashoo because I’m always on the go. I take my iPad with me and I can work on financial stuff in my studio or a cafe. It makes it easy to keep track of expenses, take pictures of receipts, send invoices. Kashoo makes it easy for me to do my job.