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Average Ratings 0 Ratings

Total
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

Perhaps you are juggling multiple projects simultaneously, or handling numerous small insurance tasks, or overseeing a five-house development site. For any project that requires enhanced management, ProjectXpert places you firmly in the driver's seat. Designed specifically for the construction industry, it aligns with your thought process. The software empowers you through strategic planning, helping you prevent oversights, excessive ordering, or unexpected deliveries, as well as cash flow hiccups. You can break down each construction phase into components such as materials, labor, equipment, and subcontractor costs over time. Instantly visualize the original project timeline alongside updated schedules, allowing you to see how changes affect the overall workflow. ProjectXpert offers a plethora of features tailored for builders, making it invaluable for managing cash flow. This tool becomes particularly essential when finances are strained and deadlines are looming, proving to be a true revolution in project management. Ultimately, it allows you to streamline operations and keep your projects on track even during challenging circumstances.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AlgoWay No 
Gorilla Servers Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Integrations

AlgoWay 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

$410.75 per year
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cogent Software

Country

United States

Website

www.cashflowxpert.com

Vendor Details

Company Name

HBXL Building Software

Founded

2000

Country

United Kingdom

Website

hbxl.co.uk/product/projectxpert/

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

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing No 
CRM No 
Change Orders No 
Commercial No 
Contract Management No 
Contractors No 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access No 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets No 

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