Help Center — CashSheet

Setup guides

Start here if you're setting up your organisation.

Accounts and organisations, inviting people, signing in, removing someone, and why till staff use PINs.

What owners, admins and other members can do, who sees pay, and how the AI connector inherits your role.

The spreadsheet-database for cash management at cashsheet.com/workbooks.

The spreadsheet-database at cashsheet.com/workbooks — workspaces, workbooks, worksheets, templates, and a tour of the grid.

All 13 typed columns, exact currency handling, relations, lookups, rollups, and the formula language.

Multi-criteria filters, sorting, row grouping with live summaries, saved views, public links, and forms.

Metrics, bar, pie, and line charts over live worksheet data, with read-only public sharing.

Realtime editing, row comments, @mentions, the live notification bell, and attachments.

Trigger on row changes or a schedule; update cells, create rows, call webhooks; read the run log.

CSV in and out, API tokens with scopes and rate limits, and the realtime WebSocket.

Free, Standard, Premium, and Enterprise — what each includes, checking usage, and what happens at a limit.

Documentation for each module of CashSheet.

Set up your account, chart of accounts, and first transactions.

Journal entries, ledgers, reconciliation, and financial statements.

Stock management, purchase orders, point of sale, and reports.

Plans, invoices, payment methods, and account settings.

REST API reference, webhooks, and third-party connections.

Our support team is here to help. Submit a request and we'll get back to you within one business day.