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Average Ratings 0 Ratings

Total
ease
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

Custom Plena bots are designed to execute a three-way match and identify duplicate entries efficiently. In addition, these bots can apply business rules to determine general ledger codes, calculate taxes, and extract crucial details from invoices. Accounts Receivable (AR) robots enhance the management of cash postings, analyze billing reports, and issue reminders for overdue invoices. The automation provided by a Plena robot makes payment collection simpler and more immediate than it has ever been. A tailored bot can be programmed to scrutinize incoming payments several times a day, making it particularly beneficial for accounts receivable teams dealing with net terms or outstanding invoices. Beyond this, AR robots are equipped to navigate even the most intricate billing procedures, accurately document receivables, and manage bad debt. Our robots take command of the keyboard, mouse, and screen on any computer to carry out tasks and make informed decisions by interacting with any application or file. This allows for the automation of entire processes from start to finish with minimal human involvement. Digital robots accomplish their tasks similarly to humans; however, they do so without errors and maintain peak efficiency continuously, thereby revolutionizing operational productivity. In essence, the future of automation lies in the seamless integration of these intelligent bots into everyday business functions.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Acumatica Cloud ERP No 
Authorize.Net Yes 
Chase Software Yes 
Clover Yes 
Global Payments Yes 
Heartland Payment Processing Yes 
Microsoft Dynamics GP No 
Moneris Yes 
NetSuite No 
Nuvei Yes 
PandaPay Yes 
Paysafe Yes 
Sage 100 Yes 
Stripe Yes 
TD Bank Merchant Solutions Yes 
Windcave Yes 
Worldline Yes 
Xero Yes 

Integrations

QuickBooks Online Yes 
Acumatica Cloud ERP Yes 
Authorize.Net No 
Chase Software No 
Clover No 
Global Payments No 
Heartland Payment Processing No 
Microsoft Dynamics GP Yes 
Moneris No 
NetSuite Yes 
Nuvei No 
PandaPay No 
Paysafe No 
Sage 100 No 
Stripe No 
TD Bank Merchant Solutions No 
Windcave No 
Worldline 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) No 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs No 
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

Plena

Founded

2018

Country

United States

Website

plena.io

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 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 

Robotic Process Automation (RPA)

Analytics No 
Attended Automation No 
Code-free Development No 
Image Recognition No 
Optical Character Recognition No 
Process Builder No 
Third Party Application Integration No 
Unattended Automation No 

Alternatives

Alternatives