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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 an innovative solution for managing receivables and cash flow, CashPundit provides a comprehensive overview of cash flow dynamics, enhancing collection processes and mitigating cash flow challenges. This platform offers a clear projection of future cash flows, empowering businesses to make strategic decisions for their growth and stability. By integrating seamlessly with accounting software, CashPundit enables companies to effectively oversee their receivables and payables. This tool is designed to assist CFOs and business owners in gaining better control of their cash flow, allowing for more restful nights. Key features include a cash flow forecast tool that accurately predicts cash inflows and outflows based on invoice due dates and customer payment promises, which helps identify potential cash shortfalls in advance for timely intervention. Additionally, users receive reminders for following up on payments, ensuring they stay on top of customer invoices, with notifications accessible via both web and mobile platforms. Overall, CashPundit not only streamlines cash management but also enhances the financial decision-making process, making it an indispensable asset for businesses aiming to optimize their cash flow management.

Description

In today's fast-evolving business landscape, many companies have transitioned to sending and receiving invoices and payment confirmations in digital formats, including scanned PDFs, text files, and Excel invoice templates. This shift towards digital communication has brought forth a significant challenge: the need to efficiently extract and interpret data from these invoices to generate meaningful insights. To address this issue, the proposed solution captures digital remittance advice and extracts pertinent information that aids in cash application processes. Additionally, users can easily set up the system for any newly received invoice through a series of straightforward steps. This automation solution further streamlines the cash application workflow, enabling the efficient handling of substantial data volumes, executing sophisticated data mapping and transformations, and generating reusable extraction templates for future use. Ultimately, this innovation not only enhances operational efficiency but also supports businesses in maintaining accurate financial records in a rapidly changing environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Busy Accounting Software Yes 
Microsoft Excel No 
QuickBooks Online Yes 

Integrations

Busy Accounting Software No 
Microsoft Excel Yes 
QuickBooks Online No 

Pricing Details

No price information available.
Free Trial No 
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 No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

CashPundit Technologies

Country

India

Website

www.cashpundit.com

Vendor Details

Company Name

QX Global

Country

United Kingdom

Website

qxglobalgroup.com/product/qx-proar/

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 

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 

Alternatives

Alternatives

QX ProAP Reviews

QX ProAP

QX Global