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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Wally consolidates all your financial accounts, allowing you to understand, manage, and enhance your overall financial health. The process of linking your accounts to Wally is secured with end-to-end encryption and adheres to PCI standards, ISO 27001 certifications, and GDPR regulations. You can select flexible budget periods to effectively manage your monthly expenditures or to save for designated objectives. By establishing budgets, you can monitor your daily expenses across various categories such as groceries, entertainment, and household costs. Connect your savings, checking, credit card, and loan accounts to gain immediate insights into your spending behavior and cash flow trends. The application provides a summary of your recent expenditures, budget status, and forthcoming transactions, ensuring you have a comprehensive understanding of your finances at all times. You can view all your past and upcoming transactions, which are automatically organized in your calendar for easy reference. Additionally, Wally allows you to set up reminders for bills and other payments while also letting you create shopping lists for efficient planning. With these features, Wally empowers you to take control of your financial journey like never before.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

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

Pricing Details

Free
Free Trial No 
Free Version Yes 

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 No 
Windows No 
Mac Yes 
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 Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
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

Cashflow

Founded

2006

Country

United States

Website

cashflow.do/

Vendor Details

Company Name

Wally

Website

www.wally.me/

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 

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