CashFlowXpert

CashFlowXpert

Cogent Software
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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

A complete toolset to help teams easily handle their day-to-day business tasks. Works for any type of business and teams of all sizes. Keep track of the most important KPIs in your business with Dashboards, Reports, and KPI Alert Notifications. Cashflow records accurate accounting information and provides reports for your accountant and advisors to analyze. We designed Cashflow around three key roles found in every small business; the owner, the bookkeeper, and operating team members. Cashflow runs in the cloud so you can connect your teams and enable them to securely access business information anytime and anywhere. Workflows are what make your business more efficient; it helps your team do their work the way it should be done, every time. Cashflow has built-in collaboration features to help manage teams of all sizes in any type of business.

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

Retail, wholesale, inventory, service or project-based businesses and advisors searching for an all-in-one accounting software

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

$18 per user 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:

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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
Founded: 2006
United States
cashflow.do/

Alternatives

Alternatives

ProjectXpert

ProjectXpert

HBXL Building Software
CashManager

CashManager

Accomplish
CashPundit

CashPundit

CashPundit Technologies
Martus

Martus

Martus Solutions

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

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

Gorilla Servers
QuickBooks Online
QuickBooks Online Advanced

Integrations

Gorilla Servers
QuickBooks Online
QuickBooks Online Advanced
Claim CashFlowXpert and update features and information
Claim CashFlowXpert and update features and information
Claim Cashflow and update features and information
Claim Cashflow and update features and information