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Average Ratings 0 Ratings
Description
Introducing an innovative solution for managing receivables and cash flow, CashPundit provides a comprehensive overview of cash flow dynamics, enhancing collection processes and mitigating cash flow challenges. This platform offers a clear projection of future cash flows, empowering businesses to make strategic decisions for their growth and stability. By integrating seamlessly with accounting software, CashPundit enables companies to effectively oversee their receivables and payables. This tool is designed to assist CFOs and business owners in gaining better control of their cash flow, allowing for more restful nights. Key features include a cash flow forecast tool that accurately predicts cash inflows and outflows based on invoice due dates and customer payment promises, which helps identify potential cash shortfalls in advance for timely intervention. Additionally, users receive reminders for following up on payments, ensuring they stay on top of customer invoices, with notifications accessible via both web and mobile platforms. Overall, CashPundit not only streamlines cash management but also enhances the financial decision-making process, making it an indispensable asset for businesses aiming to optimize their cash flow management.
Description
Fluidly is revolutionizing how companies approach their financial planning and management, encompassing everything from cash flow to securing funding. Whether you're a business seeking a seamless way to monitor your cash situation or an accountant aiming to enhance your client services, Fluidly is here to assist. Traditionally, cash flow forecasting has relied heavily on manual methods, predominantly through spreadsheets, leading to forecasts that quickly become outdated. The challenge lies in keeping these forecasts relevant. With Fluidly’s innovative software, which integrates with your Xero or QuickBooks account, you can generate a real-time cash flow forecast presented in a user-friendly chart format. Say goodbye to complex modeling and stressful calculations; easily access your cash flow history, current cash position, and future predictions. Additionally, we offer a connection to a variety of lenders, allowing you to discover pre-qualified funding options in mere seconds, all without any obligation to proceed. Simply link your Xero or QuickBooks ledger to witness your forecast update in real-time, making financial management simpler and more efficient than ever before. By leveraging technology, Fluidly empowers businesses to make informed financial decisions confidently.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$33.68/month
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
CashPundit Technologies
Country
India
Website
www.cashpundit.com
Vendor Details
Company Name
Fluidly
Founded
2016
Country
United Kingdom
Website
fluidly.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
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management