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What is Cashflow?

A complete set of tools aimed at helping teams effectively oversee their daily business functions, this solution is ideal for organizations of all sizes and sectors. Users can track essential KPIs through various features like Dashboards, Reports, and KPI Alert Notifications. Cashflow guarantees accurate accounting documentation and produces reports that accountants and advisors can leverage for enhanced analysis. The platform is thoughtfully designed around three key roles commonly seen in small businesses: the owner, the bookkeeper, and the operational team members. Hosted in the cloud, Cashflow ensures that teams can securely access crucial business data whenever they need it, from any location. By streamlining workflows, it boosts business efficiency, allowing teams to execute tasks with precision and reliability. Furthermore, Cashflow includes collaborative tools that facilitate effective team management across different business types, promoting a spirit of teamwork and productivity. This versatility enables Cashflow to adapt to the ever-changing requirements of businesses as they grow and develop, ensuring ongoing support for their operational needs. In essence, Cashflow positions itself as a vital partner for businesses aiming for sustained success and adaptability in a dynamic marketplace.

What is CashFlowXpert?

Meet CashFlowXpert, the perfect tool for QuickBooks Online users aiming to streamline their accounts receivable management. This cost-effective and intuitive application is designed to accelerate your payment collection efforts, thereby improving your cash flow significantly. With its ability to send automated reminders for payments, CashFlowXpert helps ensure that your customers pay faster, which in turn saves you valuable time. By reviewing each customer's past payment patterns and their punctuality trends, you can make smarter credit decisions and preemptively address any potential issues that may arise. Moreover, CashFlowXpert enhances your cash flow forecasting capabilities by offering insights into expected collections based on due dates and historical payment behaviors. The application's dashboard provides a detailed overview of your accounts receivable, keeping you informed about your financial status at all times. In essence, CashFlowXpert equips businesses with the tools necessary to refine their payment processes and maximize their cash flow efficiency, making it an indispensable asset for financial management. This innovative solution empowers users to take control of their receivables and maintain a healthier financial outlook.

Media

Media

Integrations Supported

Gorilla Servers
QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

Gorilla Servers
QuickBooks Online
QuickBooks Online Advanced

API Availability

Has API

API Availability

Has API

Pricing Information

$18 per user per month
Free Trial Offered?
Free Version

Pricing Information

$25 per user, per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cashflow

Date Founded

2006

Company Location

United States

Company Website

cashflow.do/

Company Facts

Organization Name

Cogent Software

Company Location

United States

Company Website

www.cashflowxpert.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Categories and Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

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