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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Introducing CashFlowXpert, the ideal solution for managing accounts receivable specifically designed for QuickBooks Online users. This budget-friendly and user-friendly application is here to expedite your payment collection process, ultimately enhancing your cash flow. With features that allow you to send automated payment reminders, CashFlowXpert facilitates faster payments from your customers, effectively saving you precious time in the process. By analyzing each customer's payment history and their trends in punctuality, you can make informed credit decisions and identify potential issues before they escalate. Additionally, CashFlowXpert aids in better cash flow forecasting by providing insights on when to expect collections based on due dates and past payment behavior. Its dashboard offers a comprehensive overview of your accounts receivable, ensuring you're always updated on your financial standing. Overall, CashFlowXpert empowers businesses to streamline their payment processes and optimize their cash flow management.

Description

Streamline the process of receiving payments, from invoicing to collections, and eliminate tedious accounting duties, anxiety-inducing collection calls, and persistent overdue accounts. Embrace a seamless cash flow experience. If you’re among the numerous service providers delivering exceptional value to your customers, you may find that timely payments are not always a guarantee. Consequently, your earnings can become stuck in overdue accounts receivable, making reinvesting in your business's growth feel unattainable. However, it doesn't have to be this challenging. ConnectBooster offers a scalable solution designed to enhance your cash flow, and it is relied upon by thousands of service providers to ensure they receive their payments punctually and effortlessly, thereby saving valuable time. Are you ready to join them? By enabling two-way data synchronization with your existing tools and incorporating a range of payment automation features, ConnectBooster can help you save between 8 to 20 hours monthly on billing activities. Prior to implementing ConnectBooster, service businesses typically waited an average of 48 days to be compensated by their clients, which can significantly hinder growth and operational efficiency. Now, timely payments are within reach, allowing you to focus on what truly matters—growing your business.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
QuickBooks Online Advanced
Autotask PSA
CloudRadial
ConnectWise CPQ
Datagate Telecom Billing
DepositFix
DeskDirector
Gorilla Servers
Invarosoft
Kaseya BMS
Microsoft Dynamics GP
QuoteWerks
Quoter
Sage Intacct
ScalePad Quoter
Strategy Overview
Xero
Zomentum

Integrations

QuickBooks Online
QuickBooks Online Advanced
Autotask PSA
CloudRadial
ConnectWise CPQ
Datagate Telecom Billing
DepositFix
DeskDirector
Gorilla Servers
Invarosoft
Kaseya BMS
Microsoft Dynamics GP
QuoteWerks
Quoter
Sage Intacct
ScalePad Quoter
Strategy Overview
Xero
Zomentum

Pricing Details

$25 per user, per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cogent Software

Country

United States

Website

www.cashflowxpert.com

Vendor Details

Company Name

Kaseya

Founded

2000

Country

United States

Website

www.connectbooster.com

Product Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

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