Canada, US, Australia
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CashPundit is the world’s first cloud based award winning Cash Flow Management (CFM) software developed by CPAs, with more than 60 years of combined finance experience, to solve the cash flow problems faced by them during their career. What CashPundit does is it identifies potential shortfall in cash balances in advance so that businesses can take necessary action to avoid cash flow problems. CashPundit syncs with accounting / ERP softwares and fetches the required data directly without having the need to manually enter or upload the data. CashPundit is like a CRM for Cash Flow Management. CashPundit is one of the first companies in the world that provides powerful sales, receivables, cash inflow, and outflow reports on smartphones. Users can see the receivables grouped by region, city, and sales persons, and drill it further down to customers and invoices. They can even call the customer, go through the previous communication, and record the new promise dates and remarks directly in CashPundit from their mobiles. Users can also see the MTD and YTD sales achieved against the sales targets grouped by region, city, and sales persons.
The following additional features make the CashPundit’s CFM solution unique.