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Average Ratings 0 Ratings
Description
A comprehensive suite of tools designed to assist teams in efficiently managing their daily business operations. Suitable for businesses of all kinds and varying team sizes, it allows users to monitor critical KPIs through Dashboards, Reports, and KPI Alert Notifications. Cashflow ensures precise accounting records and generates reports that can be utilized by accountants and advisors for better analysis. We structured Cashflow around three essential roles found in every small business: the owner, the bookkeeper, and the operational team members. Operating in the cloud, Cashflow provides a secure environment for teams to access vital business information anytime, from anywhere. Streamlined workflows enhance the efficiency of your business, enabling your team to perform tasks accurately and consistently. Additionally, Cashflow incorporates collaborative features to effectively manage teams of all sizes across various business types, fostering an environment of teamwork and productivity. This adaptability allows Cashflow to meet the diverse needs of businesses as they evolve and grow.
Description
Wally consolidates all your financial accounts, allowing you to understand, manage, and enhance your overall financial health. The process of linking your accounts to Wally is secured with end-to-end encryption and adheres to PCI standards, ISO 27001 certifications, and GDPR regulations. You can select flexible budget periods to effectively manage your monthly expenditures or to save for designated objectives. By establishing budgets, you can monitor your daily expenses across various categories such as groceries, entertainment, and household costs. Connect your savings, checking, credit card, and loan accounts to gain immediate insights into your spending behavior and cash flow trends. The application provides a summary of your recent expenditures, budget status, and forthcoming transactions, ensuring you have a comprehensive understanding of your finances at all times. You can view all your past and upcoming transactions, which are automatically organized in your calendar for easy reference. Additionally, Wally allows you to set up reminders for bills and other payments while also letting you create shopping lists for efficient planning. With these features, Wally empowers you to take control of your financial journey like never before.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$18 per user per month
Free Trial
Free Version
Pricing Details
Free
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
Cashflow
Founded
2006
Country
United States
Website
cashflow.do/
Vendor Details
Company Name
Wally
Website
www.wally.me/
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