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Average Ratings 0 Ratings

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ease
features
design
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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Basiq No 
Clio No 
Clover No 
FreeAgent No 
FreshBooks No 
Harvest No 
MYOB AccountRight No 
MYOB Acumatica No 
NetSuite No 
PayPal No 
Plaid No 
Reckon One No 
Sage Accounting No 
Sage Intacct No 
Shopify No 
Tally Shoper 9 No 
Xero No 
Zoho Books No 

Integrations

QuickBooks Online Yes 
Basiq Yes 
Clio Yes 
Clover Yes 
FreeAgent Yes 
FreshBooks Yes 
Harvest Yes 
MYOB AccountRight Yes 
MYOB Acumatica Yes 
NetSuite Yes 
PayPal Yes 
Plaid Yes 
Reckon One Yes 
Sage Accounting Yes 
Sage Intacct Yes 
Shopify Yes 
Tally Shoper 9 Yes 
Xero Yes 
Zoho Books Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5 per month
Free Trial No 
Free Version Yes 

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 No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

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 No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Alternatives

Alternatives

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