CashFlowXpert

CashFlowXpert

Cogent Software
CollectIQ

CollectIQ

Vaidev Technologies
+
+

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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

CollectIQ is a locally-run Accounts Receivable Intelligence Dashboard. It reads AR transaction data directly from Excel and generates a professional dashboard covering ageing analysis, per-customer DSO tracking, credit scoring, an interest engine, and payment reminder drafts. Runs 100% on your machine — no cloud, no login, no subscription. One-time payment. Free tier available for up to 50 customers.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

QuickBooks Online users needing an accounts receivable app for billing purposes

Audience

Small businesses, accountants, and finance teams managing receivables in a spreadsheet

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$25 per user, per month
Free Version Not Supported
Free Trial Supported

Pricing

$0 (Free tier); Pro $39
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Cogent Software
United States
www.cashflowxpert.com

Company Information

Vaidev Technologies
Founded: 2026
India
collectiq.us

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주식회사 한국채권데이터

Categories

Categories

Accounts Receivable Features

ACH Payment Processing Not Supported
Billing & Invoicing Not Supported
Check Processing Not Supported
Collections Management Supported
Online Payment Processing Not Supported
Overpayment Processing Not Supported
Partial Payments Not Supported
Receivables Ledger Supported
Recurring Billing Not Supported

Integrations

Gorilla Servers Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported

Integrations

Gorilla Servers Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
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