CashFlowXpert

CashFlowXpert

Cogent Software
+
+

Related Products

  • XpertCoding
    42 Ratings
    Visit Website
  • Melio
    2,211 Ratings
    Visit Website
  • D&B Finance Analytics
    798 Ratings
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website
  • Zil Money
    607 Ratings
    Visit Website
  • Premier Construction Software
    402 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • EBizCharge
    207 Ratings
    Visit Website
  • KonstructIQ
    7 Ratings
    Visit Website

About

CashFlowXpert. Accounts receivable management for quickbooks online users. CashFlowXpert – an affordable and easy to use application to help you get paid more quickly and improve your cashflow. Get Paid Faster. Sending payment reminders to your customers is a proven way to get customers to pay more quickly. CashFlowXpert automates this time-consuming process. Get paid more quickly and save time. Make better credit decisions. Seeing each customer’s payment history, the trend in the timeliness of their payments and how long it takes them to pay will help you spot trouble signs and help you decide when to take action. Better cash flow planning. Knowing when you can expect to receive collections will help you plan your cashflow. CashFlowXpert shows you expected collections based on due date and predicts when your customers will pay based on their payment history. The Dashboard gives you a quick snapshot of your accounts receivable.

About

Cashflow.io is a cloud-based fintech SaaS platform designed to automate and streamline the entire cash cycle by centralizing accounts receivable, accounts payable, payments, and financing into a single integrated system. It enables businesses to digitize financial operations through automated invoice handling, payment processing, and collections, reducing manual work, eliminating data entry errors, and improving efficiency across workflows. It provides tools to issue invoices, accept payments, and manage billing with flexible payment terms, including installments and customized fee structures, while also offering real-time visibility into financial performance through integrated analytics. Cashflow.io supports seamless integration with existing accounting systems, allowing businesses to reconcile transactions easily and maintain consistent financial records without disrupting current processes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

QuickBooks Online users needing an accounts receivable app for billing purposes

Audience

Businesses and finance teams requiring a solution to automate invoicing, payments, and cash flow management to improve efficiency and access working capital faster

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$25 per user, per month
Free Version
Free Trial

Pricing

$50 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cogent Software
United States
www.cashflowxpert.com

Company Information

Cashflow.io
Founded: 2019
Canada
cashflow.io

Alternatives

Alternatives

ProjectXpert

ProjectXpert

HBXL Building Software
CashPundit

CashPundit

CashPundit Technologies
Accounting Xpert

Accounting Xpert

Micronetics

Categories

Categories

Accounts Receivable Features

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Integrations

QuickBooks Online
Authorize.Net
Chase Software
Clover
Global Payments
Gorilla Servers
Heartland Payment Processing
Moneris
Nuvei
PandaPay
Paysafe
QuickBooks Online Advanced
Sage 100
Stripe
TD Bank Merchant Solutions
Windcave
Worldline
Xero

Integrations

QuickBooks Online
Authorize.Net
Chase Software
Clover
Global Payments
Gorilla Servers
Heartland Payment Processing
Moneris
Nuvei
PandaPay
Paysafe
QuickBooks Online Advanced
Sage 100
Stripe
TD Bank Merchant Solutions
Windcave
Worldline
Xero
Claim CashFlowXpert and update features and information
Claim CashFlowXpert and update features and information
Claim Cashflow.io and update features and information
Claim Cashflow.io and update features and information