Average Ratings 0 Ratings
Average Ratings 0 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
Every organization implements specific policies and procedures that dictate how tasks are executed and how work progresses throughout the enterprise. eFlowXpert offers financial institutions a business process management (BPM) solution that is intuitive, adaptable, and seamlessly integrated. Thanks to the rules-based methodology employed in the creation of all Sydel Corporation applications, eFlowXpert can be quickly designed and rolled out to address distinct inefficiencies within workgroups or deployed across the entire organization for comprehensive automation. Its web-based workflow wizards empower non-technical employees to swiftly construct, implement, and manage fully operational routing and approval workflows. Tasks related to workflows are sent directly to the locations where they are being performed or where approvals are required, ensuring that process steps are documented in real-time as they take place. This approach not only increases efficiency but also enhances accountability within the organizational framework.
API Access
Has API
No
API Access
Has API
No
Integrations
Gorilla Servers
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Integrations
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
No price information available.
Free Trial
No
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)
No
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Cogent Software
Country
United States
Website
www.cashflowxpert.com
Vendor Details
Company Name
Sydel Corporation
Founded
1998
Country
United States
Website
www.sydelcorp.com
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
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
No
Process Change Tracking
Yes
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes