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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

HappyAR is a software-as-a-service platform that seamlessly integrates with top accounting and ERP systems. Created by a duo of seasoned entrepreneurs who grew weary of the tedious task of pursuing payments from clients, we streamlined our workflows and crafted a tech solution aimed at solving this common issue. The inception of HappyAR was driven by the necessity to enhance the management of accounts receivable processes. Say goodbye to constant reminders and the uncertainty of whether your invoice recipients have actually received your emails. With HappyAR, users experience enhanced visibility, improved compliance, and a significantly faster path to receiving payments. Are you confident that your client has received the invoice you sent? Often, it can take an extended period to discover that the message was lost or filtered into a spam folder. HappyAR removes that uncertainty, providing clear visibility and valuable insights across all communication channels, ensuring that you stay informed every step of the way.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP No 
BlueSnap No 
Google Workspace No 
Gorilla Servers Yes 
MYOB Acumatica No 
Microsoft Dynamics 365 No 
Microsoft Outlook No 
NetSuite No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP ERP No 
Sage Intacct No 
Salesforce No 
Xero No 
Zapier No 

Integrations

Acumatica Cloud ERP Yes 
BlueSnap Yes 
Google Workspace Yes 
Gorilla Servers No 
MYOB Acumatica Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook Yes 
NetSuite Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP ERP Yes 
Sage Intacct Yes 
Salesforce Yes 
Xero Yes 
Zapier Yes 

Pricing Details

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

Pricing Details

No price information available.
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 No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Cogent Software

Country

United States

Website

www.cashflowxpert.com

Vendor Details

Company Name

HappyAR

Founded

2021

Country

United States

Website

www.happyar.com

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 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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