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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Checkflo offers a comprehensive check fulfillment service that serves as the ultimate solution for all your check processing, printing, and mailing requirements. By utilizing our services, you can lower administrative expenses and enhance operational efficiency with minimal effort and paperwork. Optimize your accounts payable processes effortlessly with Checkflo! Our application integrates seamlessly with QuickBooks Online, allowing you to spend significantly less time on redundant data entry during reconciliation, ensuring that your financial records are always precise and reflect the most current check payments. There are no monthly fees or minimum charges for printing with Checkflo. Additionally, we can customize your checks by incorporating your company’s logo and including promotional banners, transforming standard check payments into valuable marketing opportunities. With Checkflo, managing your check-related tasks becomes simple and efficient, making us your go-to partner for all check processing needs. Experience the benefits of streamlined operations and improved cost-effectiveness with our tailored solutions.

Description

Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 

Integrations

QuickBooks Online Yes 
Xero No 

Pricing Details

$1.99
Free Trial No 
Free Version No 

Pricing Details

$19.50 per month
Free Trial Yes 
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 Yes 

Types of Training

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

Vendor Details

Company Name

Checkflo

Founded

2005

Country

Canada

Website

checkflo.com

Vendor Details

Company Name

expex

Founded

2015

Country

United States

Website

expexinc.com

Product Features

Accounts Payable

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

Product Features

Accounts Payable

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

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