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features
design
support

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Write a Review

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

Enhance your cash flow by implementing faster collections and improved forecasting within a single, user-friendly platform. Access your ERP, accounting, and banking information through an intuitive dashboard that provides real-time insights for prompt decision-making. By automating repetitive data gathering tasks, you can save valuable time and enable your finance team to concentrate on more strategic initiatives. Payference IQ Technology™ is designed to enhance your working capital, allowing you to uncover hidden cash and manage your Days Sales Outstanding (DSO) and Days Payable Outstanding (DPO) effectively. Rely on a straightforward solution equipped with all the necessary tools and support for seamless cash management. Streamline your cash collection processes to boost efficiency and accelerate cash inflow. Additionally, pinpoint high-risk accounts to mitigate their effects on your finances. Utilize machine learning capabilities to forecast payment behaviors accurately while integrating your ERP/accounting systems, banking institutions, and payment methods. Automatically match payments with bank transactions for hassle-free reconciliation, and monitor your entire cash position in real-time from one centralized source. Moreover, you have the flexibility to adjust and modify elements within your cash forecasts as needed, ensuring that you always stay ahead of your financial requirements.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Sage 100 Yes 
Acumatica Cloud ERP No 
Authorize.Net Yes 
Chase Software Yes 
Clover Yes 
Epicor CRM No 
Global Payments Yes 
Heartland Payment Processing Yes 
JD Edwards EnterpriseOne No 
Microsoft Dynamics 365 No 
Moneris Yes 
NetSuite No 
Nuvei Yes 
QuickBooks Online Yes 
Sage 300 No 
Sage Intacct No 
Stripe Yes 
TD Bank Merchant Solutions Yes 
Windcave Yes 
Xero Yes 

Integrations

Sage 100 Yes 
Acumatica Cloud ERP Yes 
Authorize.Net No 
Chase Software No 
Clover No 
Epicor CRM Yes 
Global Payments No 
Heartland Payment Processing No 
JD Edwards EnterpriseOne Yes 
Microsoft Dynamics 365 Yes 
Moneris No 
NetSuite Yes 
Nuvei No 
QuickBooks Online No 
Sage 300 Yes 
Sage Intacct Yes 
Stripe No 
TD Bank Merchant Solutions No 
Windcave No 
Xero No 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 No 
Live Rep (24/7) Yes 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cashflow.io

Founded

2019

Country

Canada

Website

cashflow.io

Vendor Details

Company Name

Payference

Country

United States

Website

www.payference.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

Accounting

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

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

Billing and Invoicing

Billing Portal Yes 
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 Yes 
Online Invoicing No 
Online Payments Yes 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing Yes 
Tax Calculator No 

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices No 
Callback Scheduling No 
Client Management No 
Commission Management No 
Compliance Management No 
Contact Management No 
Credit Bureau Reporting No 
In-House Collections No 
Payment Plans No 
Transaction Management No 

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Treasury

Cash Management No 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting No 
Liquidity Management No 
Payment Management No 
Risk Management No 

Alternatives

Alternatives