Example stories
Setup templates
How we would set up Cashier for four common kinds of business. These are templates, not customer stories. Copy what fits.
3 → 1AGENCIES
A 6-person agency with 3 Stripe accounts
Goals by client, a pipeline that tags every source, receipts cleared weekly.
See the template5 → 1FREELANCERS
A solo consultant who stopped guessing their tax bill
Income from five platforms in one number, tax set aside as it lands.
See the template20PORTFOLIO
A founder with four businesses and twenty Stripe accounts
One goal across the portfolio, and an early warning when one slips.
See the template40ACCOUNTANTS
A bookkeeper with 40 clients and no more shoeboxes
Guest access to client workspaces, receipts matched before BAS.
See the template