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ease
features
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support

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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

The Precise API delivers vital information regarding the financial status of business clients, encompassing historical data, current performance metrics, and future projections. Designed to integrate seamlessly with all major accounting platforms, the Precise API features real-time push and pull capabilities, making it an excellent choice for financial institutions, lenders, and fintech companies servicing small to medium-sized enterprises. In addition, the Predict as a Service add-on enhances the functionality of the Precise API by offering a sophisticated, white-label cash flow forecasting and scenario planning platform tailored for your business clients. By implementing a cash flow solution, you can ensure that your clients remain engaged with your brand, fostering a connection to their essential business data and financial requirements. This not only strengthens client relationships but also positions your offerings as indispensable tools for their financial management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Basiq
Busy Accounting Software
Clio
Exact Online
Harvest
MYOB AccountRight
MYOB Acumatica
NetSuite
PayPal
Plaid
Saasu
Sage Accounting
Sage Intacct
Shopify
Stripe
Tally Shoper 9
Wave Accounting
Xero

Integrations

QuickBooks Online
Basiq
Busy Accounting Software
Clio
Exact Online
Harvest
MYOB AccountRight
MYOB Acumatica
NetSuite
PayPal
Plaid
Saasu
Sage Accounting
Sage Intacct
Shopify
Stripe
Tally Shoper 9
Wave Accounting
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$5 per 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

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

Product Features

Accounts Receivable

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

Alternatives

Alternatives

Cash Flow Mapper Reviews

Cash Flow Mapper

CashFlowMapper