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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

With our system, both your employees and clients can conveniently access features for tracking time, managing tasks, and processing invoices from any location. We have developed a superior solution to help you stay organized. Cashboard seamlessly integrates all of your business functions, enabling you to monitor everything—from client proposal acceptances to outstanding payments. Built from the ground up, Cashboard effectively addresses your organizational challenges. Our expertise in enhancing productivity allows us to assist you in achieving the same results. Many so-called "easy" solutions quickly become inadequate as your needs evolve, leaving you trapped with subpar tools. In contrast, we prioritize providing you with maximum flexibility and robust capabilities while ensuring ease of use for both your staff and clients, creating a comprehensive experience that adapts as your business grows. With Cashboard, you won’t just keep up; you’ll stay ahead.

Description

Tools designed for businesses that prioritize efficiency can streamline your workflow effectively. The Proposals platform features a user-friendly text editor that allows you to concentrate solely on the content, eliminating concerns about formatting. You will receive instant notifications when your clients take significant actions related to your proposals. A simple pricing table enables you to itemize product and service costs without hassle. Personalize your documents by incorporating your logo, terms and conditions, and any supplementary notes for your clients. All your invoices are stored securely on the Colibro platform, where you can monitor when clients have accessed them. Manage your finances effortlessly by tracking which invoices are paid and which remain outstanding by recording payments directly against them. If your billing needs are recurring, you can automate this process, saving valuable time during each billing cycle. Uploading receipt files directly from your browser makes it easy to register expenses swiftly. You can also categorize expenses to generate comprehensive reports for your records, which can be exported to your preferred accounting software. Stay organized by monitoring your expenditures according to different expense categories and specific client projects to ensure financial clarity. The combination of these features provides a robust framework for managing your business finances efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MerchantPlus Yes 

Integrations

MerchantPlus No 

Pricing Details

$8.25 per user per month
Free Trial No 
Free Version No 

Pricing Details

$9 per month
Free Trial Yes 
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 Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Casa Curren, LLC

Website

cashboardapp.com

Vendor Details

Company Name

Colibro

Founded

2016

Country

United States

Website

colibro.com

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Time and Expense

Activity Tracking No 
Billable Hours Tracking Yes 
Billing Rate Management No 
Expense Tracking No 
Invoice Processing Yes 
Multiple Billing Rates No 
Project Tracking Yes 
Reimbursement Management No 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Time and Expense

Activity Tracking No 
Billable Hours Tracking No 
Billing Rate Management No 
Expense Tracking No 
Invoice Processing No 
Multiple Billing Rates No 
Project Tracking No 
Reimbursement Management No 
Time Tracking by Client No 
Time Tracking by Project No 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours No 
Billing & Invoicing No 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting No 
Timesheet Management No 
Vacation / Leave Tracking No 

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