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

With FlexPoint, payments are simple, and cash flow is made perfect. Automate your billing operations to increase efficiency and cash flow. Eliminate manual processes and make getting paid simple. Automate the entire reconciliation process from invoice to deposit. Get paid securely and online, while maintaining the brand your clients trust. Give your clients a billing experience that matches your customer service. The ultimate platform to grow your business through payments. A single solution to help your business simplify billing. No long-term contracts are necessary. Increase the predictability of your cash flow and eliminate surprises through our powerful billing automation. Create custom rules to automatically get paid on invoices. Set custom rules for all clients or specific rules for certain clients. Remove manual payment reconciliation between the tools you use. Eliminate the need to manually reconcile bank deposits.

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 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

Audience

QuickBooks Online users needing an accounts receivable app for billing purposes

Audience

Companies searching for a solution to manage their payments and cashflow

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 Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

No information available.
Free Version Not 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 Supported
In Person Not Supported

Company Information

Cogent Software
United States
www.cashflowxpert.com

Company Information

FlexPoint
Founded: 2021
United States
www.getflexpoint.com

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Categories

Categories

Working Capital Supported

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

QuickBooks Online Supported
Autotask PSA Not Supported
ConnectWise Automate Not Supported
Gorilla Servers Supported
HaloPSA Not Supported
QuickBooks Desktop Pro Not Supported
QuickBooks Online Advanced Supported
Syncro Not Supported
Xero Not Supported
Zoom Phone Not Supported

Integrations

QuickBooks Online Supported
Autotask PSA Supported
ConnectWise Automate Supported
Gorilla Servers Not Supported
HaloPSA Supported
QuickBooks Desktop Pro Supported
QuickBooks Online Advanced Not Supported
Syncro Supported
Xero Supported
Zoom Phone Supported
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