CashFlowXpertCogent Software
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Related Products
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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.
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About
CollectXpert is a debt collections lifecycle management solution that allows businesses to manage end-to-end debt collection. It's easily able to integrate with on and off-platform apps. Driven by a strong config-based rule engine. CollectXpert is the only Salesforce-native AppExchange solution designed for businesses of all sizes, it delivers powerful automation, advanced segmentation, and strategy management tools to enhance cash flow, minimize manual effort, and improve recovery rates—all while maintaining customer empathy and compliance.
- Business-Driven Configuration: Set strategies, workflows, and rules without IT involvement.
- 360° Visibility: Know exactly where each customer stands at a glance.
- Compliance & Care: Support for regulated collections processes with empathy at the core.
- Rapid ROI: Reduced Days Sales Outstanding (DSO) and improved recovery rates.
- Scalable for Growth: From mid-market teams to large enterprises.
Contact us to schedule a demo.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
QuickBooks Online users needing an accounts receivable app for billing purposes
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Audience
Head of Collections, Collections Manager, Credit Collections Manager, Head of Operations Accounts, Payable/Accounts Receivable Manager, Head of Customer Experience, Head of Customer Support, Debt Collector, Credit Risk Manager, Chief Financial Officer
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$25 per user, per month
Free Version
Free Trial
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Pricing
From $199/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCogent Software
United States
www.cashflowxpert.com
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Company InformationCollectXpert
Australia
collectxpert.com
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Alternatives |
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Categories |
Categories |
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Accounts Receivable Features
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
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Debt Collection Features
Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management
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Integrations
Gorilla Servers
MYOB
MuleSoft Anypoint Platform
QuickBooks Online
QuickBooks Online Advanced
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce Agentforce Marketing
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Integrations
Gorilla Servers
MYOB
MuleSoft Anypoint Platform
QuickBooks Online
QuickBooks Online Advanced
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce Agentforce Marketing
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