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Description
CFDFpromo serves as a comprehensive online store solution tailored for print shops, screen printers, embroiderers, apparel decorators, and distributors of promotional products throughout Canada and the United States.
While many platforms merely provide software, we take it a step further by handling the entire setup for you, creating a personalized online store for each of your clients that includes company stores, uniform programs, team and club stores, as well as fundraising options. Our offerings feature client portals for seamless repeat orders, extensive supplier catalogs, and a product designer that allows clients to visualize their logos in the accurate imprint area alongside pricing details.
Our advanced AI automation streamlines the workflow by eliminating the need for manual reentry of information across quotes, orders, artwork approvals, and invoices, while also integrating smoothly with QuickBooks, Shopify, and WordPress. Your first online store can be operational within 48 business hours after we receive your materials, and the complete platform is available within just seven days. We maintain partnerships with SAGE and ASI for product research, ensuring that we are recognized as an official supplier on both platforms. Furthermore, we provide bilingual support and training, catering to both English and French-speaking clients, ensuring that all users can navigate our services with ease.
Description
Finaxis streamlines the accounts receivable process by providing intelligent reminders, follow-ups across multiple channels (including email, SMS, and voice), predictive payment analytics, and immediate cash flow visibility. It seamlessly integrates with platforms like QuickBooks, Xero, Acomba, Sage 300, and NetSuite. Additionally, it enhances customer engagement by connecting with CRM systems such as HubSpot and Salesforce, allowing for tailored communication. For compatibility with other systems, it also offers CSV import functionality.
Tailored specifically for the Canadian market, it features bilingual workflows in French and English, with all data securely stored within Canada to comply with Quebec's Law 25 and PIPEDA regulations. Aimed at finance teams in sectors such as professional services, SaaS, consulting, and staffing, Finaxis serves as a virtual accounts receivable assistant, functioning as an AI Copilot that adapts to the unique payment behaviors of each customer. This innovative solution not only improves efficiency but also helps companies optimize their cash flow management practices.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
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Integrations
Acomba
HubSpot CRM
NetSuite
QuickBooks Online
Sage 300
Salesforce
Xero
Integrations
Acomba
HubSpot CRM
NetSuite
QuickBooks Online
Sage 300
Salesforce
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$500/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CFDFpromo
Founded
2020
Country
Canada
Website
cfdfpromo.com
Vendor Details
Company Name
Finaxis.ai
Founded
2026
Country
Canada
Website
finaxis.ai