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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CashWhiz is a budgeting software for Windows, crafted in Australia, that provides organizations with powerful tools for financial planning and analysis. It includes capabilities for modeling cash flow through various "What If" scenarios, generating balance sheets and income statements, performing forecasting, managing cash, and consolidating data across multiple entities. Additionally, it integrates with general ledger systems, offers profit-and-loss reports, supports project budgeting, tracks run rates, and maintains version control. Tailored for environments with multiple companies, departments, and projects, CashWhiz simplifies the budgeting process while improving financial visibility for mid-sized businesses, enterprises, nonprofits, and government entities alike. Its comprehensive features make it an invaluable tool for organizations aiming to enhance their financial management and strategic planning.

Description

BusinessOptics worked hand-in-hand with the FNB Life team to develop a groundbreaking tool that evaluated customers' situations and aspirations, projected their income statements and balance sheets into the future under various risk scenarios, determined their insurance needs, and balanced affordability with necessary coverage. This innovative solution offered vital support and guidance for sales intermediaries while also creating a unified platform for self-service digital advice. Comprehensive analytics and reporting facilitated the early identification of usability and operational issues, showcasing a significant positive impact on key metrics, including average premium and persistency rates. The collaborative effort resulted in the team receiving multiple innovation awards for this pioneering solution, which set a new standard within the industry. Ultimately, the project demonstrated the potential of technology to enhance customer service and drive business success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 Yes 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CashWhiz Australia

Website

www.cashwhiz.com.au

Vendor Details

Company Name

BusinessOptics

Founded

2010

Country

United States

Website

www.businessoptics.biz

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators No 
Visual Analytics Yes 

Alternatives

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