Cashflow OS Verified Customer Reviews (2026)

What is Cashflow OS?

Cashflow OS is designed as a versatile web and mobile application for businesses that use TallyPrime, connecting business owners, accountants, and sales teams directly to their financial and operational data. With the aid of a Windows connector, it allows users to easily sync their TallyPrime data with the app, facilitating the oversight of crucial elements such as sales, purchases, receipts, payments, bank balances, ledgers, and outstanding invoices along with their ageing reports. The platform provides valuable insights through various reports, including Profit and Loss statements, Balance Sheets, Trial Balances, Day Books, and GST-related documents like GSTR-1 and GSTR-3B, all while offering users the ability to share and export selected reports. Depending on the permissions assigned to users, the system can support the creation of transactions and orders that are then recorded in TallyPrime. Furthermore, the inclusion of optional modules expands the platform's capabilities with features such as quotations, proforma invoices, delivery challans, field sales tracking, customer follow-ups, product catalogues, online store management, dealer pricing lists, customer relationship management (CRM), and service job oversight. Targeted specifically at Indian distributors, wholesalers, retailers, manufacturers, and other businesses leveraging TallyPrime, Cashflow OS ensures that users are equipped with the necessary tools to enhance their financial management practices efficiently. Ultimately, this comprehensive solution not only aims to simplify business processes but also strives to boost overall productivity across various industries.