Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CashWhiz is a budgeting software for Windows, crafted in Australia, that provides organizations with powerful tools for financial planning and analysis. It includes capabilities for modeling cash flow through various "What If" scenarios, generating balance sheets and income statements, performing forecasting, managing cash, and consolidating data across multiple entities. Additionally, it integrates with general ledger systems, offers profit-and-loss reports, supports project budgeting, tracks run rates, and maintains version control. Tailored for environments with multiple companies, departments, and projects, CashWhiz simplifies the budgeting process while improving financial visibility for mid-sized businesses, enterprises, nonprofits, and government entities alike. Its comprehensive features make it an invaluable tool for organizations aiming to enhance their financial management and strategic planning.

Description

BusinessOptics worked hand-in-hand with the FNB Life team to develop a groundbreaking tool that evaluated customers' situations and aspirations, projected their income statements and balance sheets into the future under various risk scenarios, determined their insurance needs, and balanced affordability with necessary coverage. This innovative solution offered vital support and guidance for sales intermediaries while also creating a unified platform for self-service digital advice. Comprehensive analytics and reporting facilitated the early identification of usability and operational issues, showcasing a significant positive impact on key metrics, including average premium and persistency rates. The collaborative effort resulted in the team receiving multiple innovation awards for this pioneering solution, which set a new standard within the industry. Ultimately, the project demonstrated the potential of technology to enhance customer service and drive business success.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

CashWhiz Australia

Website

www.cashwhiz.com.au

Vendor Details

Company Name

BusinessOptics

Founded

2010

Country

United States

Website

www.businessoptics.biz

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Alternatives

Decision Critical Enterprise Modeling Reviews

Decision Critical Enterprise Modeling

Decision Modeling Systems

Alternatives

Visual Cash Focus Reviews

Visual Cash Focus

Cash Focus
Visual Cash Focus Reviews

Visual Cash Focus

Cash Focus
Gen BAL Reviews

Gen BAL

SAG Infotech Pvt Ltd