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Description

A comprehensive suite of tools designed to assist teams in efficiently managing their daily business operations. Suitable for businesses of all kinds and varying team sizes, it allows users to monitor critical KPIs through Dashboards, Reports, and KPI Alert Notifications. Cashflow ensures precise accounting records and generates reports that can be utilized by accountants and advisors for better analysis. We structured Cashflow around three essential roles found in every small business: the owner, the bookkeeper, and the operational team members. Operating in the cloud, Cashflow provides a secure environment for teams to access vital business information anytime, from anywhere. Streamlined workflows enhance the efficiency of your business, enabling your team to perform tasks accurately and consistently. Additionally, Cashflow incorporates collaborative features to effectively manage teams of all sizes across various business types, fostering an environment of teamwork and productivity. This adaptability allows Cashflow to meet the diverse needs of businesses as they evolve and grow.

Description

PaySimple, the most trusted payments management platform for service-based businesses is responsible for the cashflow of more than 20,000 companies across the country. PaySimple develops long-term partnerships to support growth by providing flexible billing and payment solutions as well as personalized customer service. PaySimple's API is robust and makes it a trusted technology partner in payment integrations. It natively handles cashflow within SaaS applications.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

BlueSnap No 
Chargeback Gurus No 
Desktop.com No 
Gradelink SIS No 
Knowify No 
LeadPerfection No 
Open Dental Software No 
Post Affiliate Pro No 
Practice-Web Dental No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Shift No 
TeamUp No 
Zen Planner No 

Integrations

BlueSnap Yes 
Chargeback Gurus Yes 
Desktop.com Yes 
Gradelink SIS Yes 
Knowify Yes 
LeadPerfection Yes 
Open Dental Software Yes 
Post Affiliate Pro Yes 
Practice-Web Dental Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Shift Yes 
TeamUp Yes 
Zen Planner Yes 

Pricing Details

$18 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Pricing Details

$59.95/month
+ transaction fees as low as 2.49% + 29 cents
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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
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

Cashflow

Founded

2006

Country

United States

Website

cashflow.do/

Vendor Details

Company Name

PaySimple

Founded

2005

Country

United States

Website

www.paysimple.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting Yes 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Product Features

Accounts Receivable

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

Billing and Invoicing

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

Payment Gateways

ACH / eCheck support Yes 
Buyer Authentication Yes 
Credit / Debit Support Yes 
Customer Information Storage Yes 
Fraud Prevention Yes 
Invoicing Yes 
Multi-Currency No 
PCI Compliance Yes 
Point-of-Sale (POS) Yes 
Recurring Billing / Subscriptions Yes 
Reporting / Analytics Yes 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions Yes 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture No 

Point of Sale

Barcode Scanning No 
Commission Management No 
Cryptocurrency Support No 
Customer Account Profiles Yes 
Discount Management No 
Electronic Signature No 
Gift Card Management No 
Loyalty Program No 
Multi-Location Yes 
Restaurant POS No 
Retail POS Yes 
Returns Management No 
eCommerce Integration Yes 

Recurring Billing

Customer Portal Yes 
Deferred Billing No 
Discount Management No 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency No 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations Yes 
Subscription Billing Yes 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics No 

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