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Description
Cashflow.io is a cloud-based financial technology software as a service platform that aims to enhance and simplify the entire cash cycle by consolidating accounts receivable, accounts payable, payments, and financing into one cohesive system. By enabling businesses to digitize their financial operations, it automates processes such as invoice management, payment handling, and collections, which leads to a significant reduction in manual tasks, the elimination of data entry mistakes, and an overall boost in workflow efficiency. This platform equips users with tools to generate invoices, process payments, and oversee billing with adaptable payment options, such as installment plans and tailored fee arrangements, while also providing immediate insights into financial performance through built-in analytics. Furthermore, Cashflow.io seamlessly integrates with existing accounting software, facilitating easy transaction reconciliation and ensuring that businesses can uphold accurate financial records without disrupting their ongoing operations. As a result, users can focus more on strategic growth initiatives while relying on an efficient system to handle their financial transactions.
Description
Explore PlanetPress Connect, a comprehensive software solution designed to streamline and personalize your outgoing transactional communications. The DataMapper feature consolidates data from all your systems into a single, accessible location. You can save queries to eliminate repetitive efforts, enhancing efficiency. With the Multi-context Designer, datasets collected for a specific mailing can also be repurposed for various platforms, such as emails or websites. The Workflow automation tool has been a staple for years, demonstrating its effectiveness in crafting and executing automated business processes. Our solutions empower companies to transform their digital communications, enabling them to create, manage, distribute, and automate transactional documents while effectively addressing system integration challenges. By automating tasks and processes, we help organizations enhance operational efficiency and focus on their core objectives.
API Access
Has API
API Access
Has API
Integrations
Authorize.Net
Chase Software
Clover
Global Payments
Heartland Payment Processing
Moneris
Nuvei
PandaPay
Paysafe
QuickBooks Online
Integrations
Authorize.Net
Chase Software
Clover
Global Payments
Heartland Payment Processing
Moneris
Nuvei
PandaPay
Paysafe
QuickBooks Online
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
$500 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
Cashflow.io
Founded
2019
Country
Canada
Website
cashflow.io
Vendor Details
Company Name
Objectif Lune
Founded
1995
Country
Canada
Website
planetpress.objectiflune.com/en/
Product Features
Accounts Payable
Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Product Features
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing