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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Introducing CashFlowXpert, the ideal solution for managing accounts receivable specifically designed for QuickBooks Online users. This budget-friendly and user-friendly application is here to expedite your payment collection process, ultimately enhancing your cash flow. With features that allow you to send automated payment reminders, CashFlowXpert facilitates faster payments from your customers, effectively saving you precious time in the process. By analyzing each customer's payment history and their trends in punctuality, you can make informed credit decisions and identify potential issues before they escalate. Additionally, CashFlowXpert aids in better cash flow forecasting by providing insights on when to expect collections based on due dates and past payment behavior. Its dashboard offers a comprehensive overview of your accounts receivable, ensuring you're always updated on your financial standing. Overall, CashFlowXpert empowers businesses to streamline their payment processes and optimize their cash flow management.

Description

Cashflow.io is a cloud-based financial technology software as a service platform that aims to enhance and simplify the entire cash cycle by consolidating accounts receivable, accounts payable, payments, and financing into one cohesive system. By enabling businesses to digitize their financial operations, it automates processes such as invoice management, payment handling, and collections, which leads to a significant reduction in manual tasks, the elimination of data entry mistakes, and an overall boost in workflow efficiency. This platform equips users with tools to generate invoices, process payments, and oversee billing with adaptable payment options, such as installment plans and tailored fee arrangements, while also providing immediate insights into financial performance through built-in analytics. Furthermore, Cashflow.io seamlessly integrates with existing accounting software, facilitating easy transaction reconciliation and ensuring that businesses can uphold accurate financial records without disrupting their ongoing operations. As a result, users can focus more on strategic growth initiatives while relying on an efficient system to handle their financial transactions.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Authorize.Net No 
Chase Software No 
Clover No 
Global Payments No 
Gorilla Servers Yes 
Heartland Payment Processing No 
Moneris No 
Nuvei No 
PandaPay No 
Paysafe No 
QuickBooks Online Advanced Yes 
Sage 100 No 
Stripe No 
TD Bank Merchant Solutions No 
Windcave No 
Worldline No 
Xero No 

Integrations

QuickBooks Online Yes 
Authorize.Net Yes 
Chase Software Yes 
Clover Yes 
Global Payments Yes 
Gorilla Servers No 
Heartland Payment Processing Yes 
Moneris Yes 
Nuvei Yes 
PandaPay Yes 
Paysafe Yes 
QuickBooks Online Advanced No 
Sage 100 Yes 
Stripe Yes 
TD Bank Merchant Solutions Yes 
Windcave Yes 
Worldline Yes 
Xero Yes 

Pricing Details

$25 per user, per month
Free Trial Yes 
Free Version No 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cogent Software

Country

United States

Website

www.cashflowxpert.com

Vendor Details

Company Name

Cashflow.io

Founded

2019

Country

Canada

Website

cashflow.io

Product Features

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management Yes 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger Yes 
Recurring Billing No 

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

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