Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Cashflow.io is a cloud-based financial technology software as a service platform that aims to enhance and simplify the entire cash cycle by consolidating accounts receivable, accounts payable, payments, and financing into one cohesive system. By enabling businesses to digitize their financial operations, it automates processes such as invoice management, payment handling, and collections, which leads to a significant reduction in manual tasks, the elimination of data entry mistakes, and an overall boost in workflow efficiency. This platform equips users with tools to generate invoices, process payments, and oversee billing with adaptable payment options, such as installment plans and tailored fee arrangements, while also providing immediate insights into financial performance through built-in analytics. Furthermore, Cashflow.io seamlessly integrates with existing accounting software, facilitating easy transaction reconciliation and ensuring that businesses can uphold accurate financial records without disrupting their ongoing operations. As a result, users can focus more on strategic growth initiatives while relying on an efficient system to handle their financial transactions.

Description

For over three decades, Fintech's PaymentSource has been transforming financial processes in the alcohol industry with innovative solutions for accounts payable (AP) and accounts receivable (AR). Its AP automation includes 15 months of invoice history, cost variance analysis, and simplified distributor credit reconciliation. The new Premium tier extends these tools to cover all goods, services, and supplies, delivering complete visibility, seamless vendor integrations, and better cash flow management—all within a simple, user-friendly platform. For AR, PaymentSource facilitates secure, compliant electronic payments from over 250,000 retail and hospitality partners nationwide. Distributors can access invoice details, track payment statuses, and issue credits directly through the portal, cutting costs by an average of $6.80 per delivery while maintaining compliance across all 50 states. With PaymentSource, businesses can streamline financial workflows, reduce errors, and maximize efficiency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Authorize.Net Yes 
BirchStreet eProcurement No 
Cartzie No 
Chase Software Yes 
CooksTime No 
Heartland Payment Processing Yes 
Moneris Yes 
Nuvei Yes 
Paysafe Yes 
Restaurant365 No 
Sage 100 Yes 
Sculpture Hospitality No 
Stripe Yes 
TD Bank Merchant Solutions Yes 
Windcave Yes 
Worldline Yes 
Xero Yes 
Yellow Dog Inventory No 
mPower Beverage No 

Integrations

QuickBooks Online Yes 
Authorize.Net No 
BirchStreet eProcurement Yes 
Cartzie Yes 
Chase Software No 
CooksTime Yes 
Heartland Payment Processing No 
Moneris No 
Nuvei No 
Paysafe No 
Restaurant365 Yes 
Sage 100 No 
Sculpture Hospitality Yes 
Stripe No 
TD Bank Merchant Solutions No 
Windcave No 
Worldline No 
Xero No 
Yellow Dog Inventory Yes 
mPower Beverage Yes 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Pricing Details

Our pricing is dependent on your business needs. Distributors will pay per invoice and retailers pay per month. Our pricing model is built to fit each business and budget.
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 Yes 

Customer Support

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Cashflow.io

Founded

2019

Country

Canada

Website

cashflow.io

Vendor Details

Company Name

Fintech

Founded

1991

Country

United States

Website

fintech.com

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

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 Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Accounts Receivable

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

Billing and Invoicing

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

Alternatives

Alternatives

Fidesic Reviews

Fidesic

Enliven Software