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Getting started with CashSheet: From sign-up to your first sale

By CashSheet Team · · 6 min read
Getting started with CashSheet: From sign-up to your first sale

Step 1: Create your account

Go to CashSheet and click Get Started. Enter your email and a password. You will receive a 6-digit OTP to verify your email — enter it and you are in.

Step 2: Choose a plan

Pick the plan that fits your team size. You can upgrade at any time. All plans include the full accounting engine, sales orders, and inventory management.

Step 3: Set up your organization

Enter your business name and choose a subdomain (e.g. mybusiness.cashsheet.app). CashSheet creates an isolated accounting environment for your organization automatically — no database setup required.

Step 4: Create your first entity

An entity represents a business unit. CashSheet sets up a standard Chart of Accounts for you. You can customize account names and add new accounts from the Accounts section.

Step 5: Add your items

Go to Items and add the products or services you sell. Set a name, selling price, and assign an earnings account. If you use the Inventory module, items sync automatically between the two modules.

Step 6: Complete your first Quick Sale

Click New Sales Order from the Sales Orders page. Search for an item, set the quantity, choose a payment method, and click Create. That is it — the sale is recorded, the invoice is posted, and your books are updated in one step.

CashSheet posts the full double-entry journal automatically: DR Cash, CR Revenue. No manual journal entries needed.

What happens in the background

Behind the scenes CashSheet creates a Sales Order (status: Fulfilled), an Invoice (status: Paid), and posts the GL entries. If you have inventory set up, it also records the theoretical ingredient usage and updates your COGS — all without any extra clicks.

Frequently Asked Questions

Quick answers about the three-product platform — CashSheet, MakeSheet, and CashSheet AI.

CashSheet is a cloud-native operations platform with three products on one foundation: CashSheet for double-entry accounting and sales orders, MakeSheet for LP-based production planning, and CashSheet AI for commodity contract management. Every customer gets a dedicated silo with complete tenant isolation.

CashSheet handles the books — chart of accounts, journal entries, invoices, bills, sales orders, financial reports. MakeSheet is the production-planning engine: it solves a linear program against your orders, yields, and capacity to recommend today's fab mix. CashSheet AI manages commodity supply contracts, indexed pricing, and basis exposures. You can run any one of them on its own, or all three on the same silo.

MakeSheet is built for protein and food processors — beef, pork, poultry, seafood, dairy. Anywhere a raw input is broken down into many sellable products through a yield matrix, where the question every shift is "what should we make today given today's orders, prices, and what's in the cooler?" Wagyu fabricators, beef harvest plants, further-processing facilities, and meal-kit operations are all good fits.

Given your open orders, raw material on hand, yield matrices, market prices, and shift/grind/drop limits, the solver finds the production mix that maximizes contribution margin — typically across thousands of variables and hundreds of constraints. A typical solve runs in under 100 ms. The same engine powers Check Availability in sales-order entry: it tells you whether a new order can be promised before the rep hits send.

Yes. Each tenant can register multiple facilities (plants, freezers, warehouses, distribution centers). The LP solver runs per facility, so each plant gets its own production plan, but financial reporting rolls up at the entity level. Cross-facility inventory transfers are first-class — what one plant ships, the receiving plant sees as availability.

Every customer runs in their own silo: a dedicated Postgres database, dedicated application containers, and a dedicated subdomain (e.g. yourname.cashsheet.com). There is no shared multi-tenant database table where one bug could leak rows between customers. The boundary is enforced at the infrastructure layer, not in application code.

CashSheet is built on a full double-entry accounting engine with chart of accounts, journal entries, ledgers, balance sheets, income statements, and cash-flow statements — compatible with GAAP and IFRS reporting principles. Every sales order, bill, and inventory movement posts proper journal entries automatically.

Yes. CashSheet imports OFX and QFX bank statements directly, and accepts CSV for customers, vendors, items, sales orders, and most other entities. Direct connectors to QuickBooks Online, Xero, and major ERPs are handled during onboarding rather than self-serve — that way the migration is supervised end-to-end and your opening balances land correctly.

We host the silo for you on cloud infrastructure (default), or deploy into your own cloud account or on-prem if compliance requires it. Typical onboarding for a single-facility tenant is two to three weeks: provision the silo, load chart of accounts and master data, configure the yield matrix and capacity limits if you're using MakeSheet, and run a parallel period before cut-over.

Pricing scales with which products you use (CashSheet, MakeSheet, CashSheet AI), how many facilities you run, and the size of your operation. There's no published per-seat tier because the spread between a one-plant fabricator and a five-plant operation is too wide for that to be honest. Send us a note and we'll quote you in a day or two.

Yes. Every customer gets email support and access to documentation. MakeSheet customers also get direct access to the engineers who built the solver — when a plan looks wrong, we want to see it, not triage it through a ticket queue.

Reach out via the contact form below or email [email protected]. We'll set up a 30-minute call to understand your operation and show you a demo silo running on data shaped like yours.

Run your plant, not a spreadsheet.

MakeSheet plans the day. CashSheet posts the entries.

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