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

Improve cash flow with speedier collections and better forecasting in one easy-to-use solution. View your ERP/accounting and banking data in one simple dashboard for real-time actionable insights. Save time by automating tedious data assembly tasks and free your finance team to focus on higher-value items. Payference IQ Technology™ optimizes working capital to unlock hidden cash and help you control DSO and DPO. Trust an intuitive solution that gives you all the tools and support you need for uncomplicated cash control. Automate cash collections for improved efficiency. Speed up collections to increase cash flow. Identify high-risk accounts to minimize their impact. Leverage machine learning to predict payments. Connect your ERP/accounting system, banks, and payment channels. Automatically reconcile payments with bank transactions. View all cash positions in real time from one source. Override and adjust items in cash forecasts.

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 looking for a solution to improve their cash flow and manage their accounting and banking data

Support

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

Support

Phone Support Not Supported
24/7 Live Support 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

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

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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 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

Payference
United States
www.payference.com

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Categories

Categories

Accounting Supported
Accounts Payable Supported
Debt Collection Supported
Treasury 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

Accounts Receivable Features

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

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Not Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Not Supported
Dunning Management Not Supported
Hourly Billing Not Supported
Invoice History Not Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Not Supported
Online Payments Supported
Payment Processing Not Supported
Project Billing Not Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Supported
Tax Calculator Not Supported

Integrations

Acumatica Cloud ERP Not Supported
Epicor CRM Not Supported
Gorilla Servers Supported
JD Edwards EnterpriseOne Not Supported
Microsoft Dynamics 365 Not Supported
NetSuite Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
SAP Business One Not Supported
Sage 100 Not Supported
Sage 300 Not Supported
Sage Intacct Not Supported
Yardi Advanced Budgeting & Forecasting Not Supported

Integrations

Acumatica Cloud ERP Supported
Epicor CRM Supported
Gorilla Servers Not Supported
JD Edwards EnterpriseOne Supported
Microsoft Dynamics 365 Supported
NetSuite Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
SAP Business One Supported
Sage 100 Supported
Sage 300 Supported
Sage Intacct Supported
Yardi Advanced Budgeting & Forecasting Supported
Claim CashFlowXpert and update features and information
Claim CashFlowXpert and update features and information
Claim Payference and update features and information
Claim Payference and update features and information