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The shape of CashSheet
CashSheet is a platform with three products you can run independently or together:
- CashSheet — double-entry accounting, sales orders, invoicing, bills, financial reports. The books.
- CutSheet — LP-based production planning for protein processors. The plan.
- CashSheet AI — commodity supply contracts and basis exposure. The contracts.
Every customer gets a private silo — a dedicated database, application containers, and subdomain — that hosts whichever products you've subscribed to. See Your silo, explained for the architecture details.
Your first 30 minutes
- You'll receive an invite email from
[email protected]within a few minutes of your silo being provisioned. - Click the link, set your password, and you're signed in at
accounts.cashsheets.com. - You'll be redirected (via SSO) to your silo at
{your-slug}.cashsheets.com. Bookmark this URL — it's where you'll work day-to-day. - Take five minutes to click around. The left-nav of the silo organizes things by module: Financial Accounting, Inventory, POS, Production Planning, Ops Console.
- If you're the admin: confirm you can see Ops Console → Roles. If you can't, you weren't granted admin permissions during provisioning. Reply to your onboarding email and we'll fix it.
Day 1 setup checklist
Whether you're using CashSheet, CutSheet, or both, these five tasks come first:
- Confirm your entity record. Open Accounting → Entities. The entity row is your organization (legal name, address, default currency). Pre-filled during provisioning; verify it's correct.
- Set up your chart of accounts. Accounting → Chart of Accounts. A standard template was seeded; you can edit it. If you have an existing chart of accounts from QuickBooks or Xero, ask your onboarding contact about CSV import.
- Invite your team. See Adding and managing users. Invite at least one backup admin so you're not the bus factor.
- Assign roles. See Roles and permissions. Start everyone as Viewer, escalate only when needed.
- Load master data.Customers, vendors, items. Each has its own UI section under Accounting; all support CSV import. Plan a few hours if you're bringing thousands of records from a legacy system.
Which products are you using?
Pick whichever applies to you and follow the linked guide next:
CashSheet only
Financial accounting guide →
Chart of accounts, invoices, bills, sales orders, journal entries, financial statements.
CutSheet (with or without CashSheet)
Production planning guide →
Yield matrix, capacity, the LP solver, the floor view, ATP, multi-facility setup.
If you run inventory or POS
Inventory & POS guide →
Items, UoMs, purchase orders, valuation methods, POS basics, sales tax.
For platform admin
Billing & account guide →
Subscription plans, payment methods, invoices, profile, trial periods.
Where to go next
The onboarding window is typically two to three weeks from signed contract to first live shift. The big chunks of work:
- Week 1 — Master data load (chart of accounts, customers, vendors, items). User invites and role assignment.
- Week 2 — If CutSheet: yield matrix, capacity constraints, price file. We work this with you.
- Week 3 — Parallel period: run real shifts in both your old system and CashSheet; compare results; tune.
- Cut-over — Go live; old system becomes the audit reference.
Your onboarding contact will check in throughout. Don't hesitate to ask questions — the first three weeks are when the help is most useful.