CashFlowXpert

CashFlowXpert

Cogent Software
eFlowXpert

eFlowXpert

Sydel Corporation
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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

All organizations have policies and procedures in place that govern the way tasks get accomplished and how the work “flows” through the company. eFlowXpert provides financial institutions with a business process management (BPM) solution that is user-friendly, flexible and integrated. By virtue of the rules-based approach taken in the development of all Sydel Corporation applications, eFlowXpert provides a solution that can be rapidly designed and deployed to solve unique workgroup inefficiencies or rolled out enterprise wide to provide organizational automation. Web-based workflow wizards provide non-technical workers with the ability to rapidly build, deploy and run fully functional routing and approval workflows. Workflow tasks are delivered to where the work is being done or to where the approval is necessary in order to document process steps as they are occurring.

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

Organizations looking for a powerful Workflow Management platform

Support

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

Support

Phone Support 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

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:

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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

Sydel Corporation
Founded: 1998
United States
www.sydelcorp.com

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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

Business Process Management Features

Access Controls / Permissions Not Supported
Alerts / Notifications Not Supported
Business Process Automation Not Supported
Business Rules Management Not Supported
Collaboration Not Supported
Process Change Tracking Supported
Process Mapping Not Supported
Process Modeling & Design Not Supported
Visual Workflow Management Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Not Supported
Document Management Not Supported
Forms Management Not Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration 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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Claim CashFlowXpert and update features and information
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