Help Center

Welcome to the CashSheet Help Center

Whether you are just getting started or looking for answers to a specific question, you are in the right place. Below you will find guides organized by topic to help you get the most out of CashSheet.

Getting started

New to CashSheet? Here is how to get up and running:

Create your account — Sign up with your email, verify via OTP, and choose a subscription plan
Set up your organization — Enter your business details and pick a subdomain
Create your first entity — An entity represents a business or division you want to track finances for
Explore your chart of accounts — CashSheet sets up a standard chart of accounts automatically. Customize it to match your business.
Start recording transactions — Create invoices, log expenses, and reconcile your bank accounts

Accounting basics

Account and billing

Changing your plan: You can upgrade or downgrade your subscription at any time from your account settings. Changes take effect at the start of your next billing cycle.

Updating payment method: Go to Account Settings → Billing to update your credit card or payment details. All payments are processed securely through Stripe.

Cancelling your subscription: You can cancel from your account settings. You will retain access to paid features until the end of your current billing period. Your data remains available for export.

Invoices and receipts: Billing receipts are sent to your account email after each payment. You can also download them from your billing settings.

Data and security

Exporting your data: You can export transactions, invoices, and financial reports in CSV format from the Reports section of your dashboard.

Bank reconciliation: Import OFX or QFX files from your bank and match transactions against your ledger. CashSheet will suggest matches automatically.

Two-factor authentication: Enable 2FA from your account security settings for an extra layer of protection.

User journey guides

New to CashSheet? These step-by-step guides walk you through the complete flow from sign-up to a fully posted sale.

Getting started: From sign-up to your first sale — Sign up, set up your organization, add items, and complete your first Quick Sale in minutes.
How CashSheet posts accounting entries automatically — Understand exactly what journal entries are created on every sale and why your P&L is always current.
Recipe costing and inventory tracking — Connect your kitchen to your books with multi-level recipes, theoretical usage, and automatic COGS posting.
Understanding your P&L report — Read your Income Statement, understand Revenue vs. COGS vs. Gross Margin, and use it to make better decisions.

Still need help?

If you cannot find what you are looking for, our support team is here to help.

[email protected]

Professional and Premium plan users receive priority support with faster response times. See how support works for details.

Frequently Asked Questions

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

What is the CashSheet platform?

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.

What's the difference between CashSheet, MakeSheet, and CashSheet AI?

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.

Who is MakeSheet for?

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.

What does the MakeSheet LP solver actually do?

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.

Can I run multiple plants or facilities on one tenant?

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.

How is my data isolated from other customers?

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.

Which accounting standards does CashSheet support?

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.

Can I import data from QuickBooks or other systems?

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.

What does deployment look like?

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.

How does pricing work?

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.

Do you provide customer support?

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.

How do I get started?

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.