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The shape of CashSheet
CashSheet is one account with three products you can use on their own or together:
- Workbooks — the spreadsheet-database for cash counts, petty cash, recipes and anything you track by hand today.
- Back Office — items, vendors, recipes, inventory counts, the menu and prices for your tills, staff, reports, and double-entry accounting.
- CashSheet POS — the till, on Windows and Android, with a kitchen screen.
Everything your organisation enters lives in one CashSheet database, separated from every other organisation's by row-level security enforced in the database itself. See the Security page for how that works.
Your first 30 minutes
- Sign up at cashsheet.com, or open the invitation email someone on your team sent you and set your password.
- Your account lives at
accounts.cashsheet.com: your profile, your organisation, and your subscription. - Open the Back Office at
cashsheet.com/backoffice. Bookmark it — it's where you'll work day to day. Workbooks is right beside it atcashsheet.com/workbooks. - Take five minutes to click around the Back Office menu: inventory, recipes, POS setup, staff, reports and accounting.
- If you're the owner, open Users and invite at least one other admin, so you're never the only person who can manage the account.
Day 1 setup checklist
- Check your organisation details. Legal name, address and default currency were filled in at signup; make sure they're right.
- Set up your chart of accounts. A standard template is seeded for you and you can edit it. If you're bringing a chart of accounts from another system, ask us about importing it.
- Invite your team. See Adding and managing users.
- Give each person the narrowest role that fits. See Roles and permissions.
- Load your master data. Items, vendors and customers. Most lists accept a spreadsheet import; plan a few hours if you're bringing thousands of records.
Which products are you using?
Pick whichever applies to you and follow the linked guide next:
Starting with a spreadsheet
Workbooks guide →
Workspaces, workbooks, column types, formulas, templates and dashboards.
If you run inventory or POS
Inventory & POS guide →
Items, units, purchase orders, valuation methods, POS basics, sales tax.
For the books
Financial accounting guide →
Chart of accounts, invoices, bills, journal entries, financial statements.
For the account owner
Billing & account guide →
Plans, payment methods, invoices, your profile, the free trial.
Moving a store onto CashSheet POS
For a single store, plan an afternoon and a test day:
- Menu — enter it in the Back Office, import a spreadsheet, or hand a photo, PDF or spreadsheet of it to Claude through the AI connector.
- Pricing — set taxes and, if you use one, the cash discount, dual pricing or surcharge programme for the store.
- Tills — download CashSheet POS for Windows, install it on each till and pair each register with the store.
- Staff — add employees and their PINs; they sign in at the till, separately from Back Office users.
- Test day — ring real tickets, close the day, and check the cash sheet before you switch over.
Questions along the way? Contact us — the first weeks are when help is most useful.