Complete Accounting Platform

Finance made
effortlessly clear.

CashNest gives your business a complete accounting system — from journal entries to financial reports — all in one secure, role-based platform.

12+ Core modules
100% Double-entry
9+ Report types
Balance sheet generated
Journal entry posted
cashnest.io/ledger/dashboard
Total Assets
105.2M
↑ Balance sheet
Net Income
37.3M
↑ 1.94% margin
Liabilities
72.5M
Accounts payable
Revenue overview — 2026
Sales Invoices
1.78B
Receipts
45,000

Everything your business
needs to thrive.

Built on proven double-entry accounting principles, CashNest gives every business the tools to stay in control of their finances.

Double-Entry Ledger

Every transaction is recorded with full debit/credit integrity. Built on django-ledger, your books are always balanced and audit-ready.

Role-Based Access

Admin users create entities and child users. Assign roles with granular create, update, delete, and view permissions per entity.

Financial Reports

Generate Balance Sheets, Income Statements, Trial Balances, Cash Flow Statements, Ledger Reports, and Transaction Reports — all downloadable as PDF.

Invoicing

Create and manage Sales and Purchase Invoices linked to your customers and suppliers. Track what you owe and what you are owed.

Bank & Cash Accounts

Manage multiple bank and cash accounts. Record receipts and payments linked directly to your General Ledger accounts.

Live Dashboard

A real-time financial dashboard with KPI cards, income breakdown charts, expense analysis, and profit waterfall — all from live data.

Up and running
in four steps.

Request access & onboard

Contact us to set up your admin account. We configure your organization, create your entity, and import your chart of accounts.

01
02
Set up users & roles

Create your team members, assign roles (Admin, Manager, Viewer), and control exactly which entities and actions each user can access.

Record transactions

Start entering journal entries, issuing invoices, recording receipts and payments, and managing your bank accounts — all in real time.

03
04
Generate reports & insights

Run your Balance Sheet, Income Statement, or Cash Flow report with a single click. Download as PDF. Share with stakeholders instantly.

One platform,
every module you need.

CashNest covers the full accounting lifecycle — from setup to reporting — without needing any third-party tools.

Entity Management

Create and manage multiple companies or business entities

Chart of Accounts

Full COA with asset, liability, equity, income, and expense roles

Ledger Management

Create and manage multiple ledgers per entity

Journal Entries

Post, lock, and manage double-entry journal entries

Bank Accounts

Link bank accounts to GL for seamless reconciliation

Customers

Manage your customer base and their invoices

Suppliers

Track supplier relationships and purchase bills

Sales Invoices

Create, send, and track customer invoices

Purchase Invoices

Record and manage supplier bills and payments

Receipts & Payments

Record money in and out with PDF vouchers

Reports

6 report types with date filters and PDF export

Dashboard

Live KPIs, charts, and financial overview

Reports that speak
for themselves.

Every report is generated from live posted data, filterable by entity and date range, and downloadable as a professionally designed PDF.

Balance Sheet

Assets, liabilities, and equity snapshot at any point in time.

PDF export
Income Statement

Revenue, expenses, and net profit or loss for any period.

PDF export
Trial Balance

Verify all debit and credit totals balance across accounts.

PDF export
Cash Flow Statement

Operating, investing, and financing activity breakdown.

PDF export
Ledger Report

Full journal entry listing filtered by ledger and date.

PDF export
Transaction Report

Every debit and credit transaction with full details.

PDF export
Account Statement

Full ledger per account with running balance.

PDF export
P&L by Period

Revenue, expenses, margins & period comparison.

PDF export
Invoice Status Report

Payment status, outstanding & overdue tracking.

PDF export

The right people see
the right things.

Every user belongs to a role. Every role has a set of menus and action permissions. Admins control which entities each user can access and exactly what they can do.

  • Admins own entities — no cross-admin visibility
  • Child users see only assigned entities
  • Per-entity: view, create, update, delete controls
  • 2FA and session management built in
Entity Access Control — Habib Enterprises
User
View
Create
Update
Delete
Khizer Khan
Admin
Habib Ahmed
Manager
Sara Malik
Viewer
Zeeshan Waris
Manager

Ready to take control
of your finances?

Join businesses already using CashNest to manage their books, generate reports, and make confident financial decisions.

Let's talk about
your business.

Whether you have questions, want a personalized demo, or are ready to get started — reach out and our team will respond within one business day.

Office
Plot # D-251, P.E.C.H.S Block 6, Karachi
Email
info@cashnest.io
Phone
+92 333 3425521
Hours
Monday – Friday, 9AM – 6PM PKT
Request a demo

Tell us about your business and we'll be in touch shortly.