Average Ratings 0 Ratings
Average Ratings 802 Ratings
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
AI-driven solutions for credit-to-cash powered by Dun & Bradstreet’s global data and analytics. D&B Finance Analytics offers AI-driven solutions backed by the Dun & Bradstreet Data Cloud. D&B Finance Analytics is a flexible, easy-to-use tool that helps finance teams reduce costs, improve customer service, and manage risk. Manage credit and receivables risks to minimize bad debts, reduce DSO and improve cash flow. Automate manual decisioning and monitoring, customer communication, and matching. Offer your customers an online credit application as well as a payment portal. D&B Finance Analytics consists of two platforms: D&B Credit Intelligence and D&B®, Receivables Intelligence. Together, they provide powerful insights and technologies to help you accelerate your success throughout all your credit-to cash processes. You can quickly gain visibility into credit risks, onboard customers, and set the right terms.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Bloomreach
No
Gorilla Servers
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Integrations
Bloomreach
Yes
Gorilla Servers
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Pricing Details
$25 per user, per month
Free Trial
Yes
Free Version
No
Pricing Details
Please contact for a quote
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Cogent Software
Country
United States
Website
www.cashflowxpert.com
Vendor Details
Company Name
Dun & Bradstreet
Founded
1841
Country
United States
Website
www.dnb.com/products/finance-credit-risk/dnb-finance-analytics.html
Product Features
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
Yes
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
Yes
Recurring Billing
No
Product Features
Accounts Receivable
ACH Payment Processing
Yes
Billing & Invoicing
Yes
Check Processing
Yes
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
Yes
Partial Payments
Yes
Receivables Ledger
Yes
Recurring Billing
Yes
Debt Collection
Agency Management
No
Auto Dialer
No
Automated Notices
No
Callback Scheduling
No
Client Management
No
Commission Management
No
Compliance Management
No
Contact Management
No
Credit Bureau Reporting
No
In-House Collections
No
Payment Plans
No
Transaction Management
No
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
Yes
For Hedge Funds
No
Liquidity Analysis
No
Loan Portfolio Management
Yes
Market Risk Management
Yes
Operational Risk Management
Yes
Portfolio Management
Yes
Portfolio Modeling
No
Risk Analytics Benchmarks
No
Stress Tests
No
Value At Risk Calculation
No
Fraud Detection
Access Security Management
Yes
Check Fraud Monitoring
Yes
Custom Fraud Parameters
Yes
For Banking
Yes
For Crypto
No
For Insurance Industry
Yes
For eCommerce
Yes
Internal Fraud Monitoring
Yes
Investigator Notes
Yes
Pattern Recognition
Yes
Transaction Approval
Yes