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CashPundit

The Ultimate Cash Flow Management
CashPundit is the world’s first award winning Cash Flow Management (CFM) Software developed by CPAs. CashPundit identifies shortfall in cash balances in advance so that businesses can take necessary action to avoid cash flow problems.

  17/10/2017

  Finance

  Canada, US, Australia

  Non-Industry Specific

  Midsized business


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CashPundit was founded by CPAs with more than 60 years of combined finance experience to solve the cash flow problem 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 is the world’s first cloud based award winning Cash Flow Management (CFM) software. CashPundit is like a CRM for Cash Flow Management. CashPundit syncs with accounting / ERP softwares and fetches the required data directly without having the need to manually enter or upload the data. 

CashPundit has won 9 international awards and has been a finalist in 6 international award programs.



http://www.cashpundit.com

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.

  • Generates detailed projected cash flow statements on daily and weekly basis. Provides reminders to follow-up overdue invoices.
  • Sends automatic email / SMS reminders before and after the due date until the invoices are paid.
  • Automatically emails statement of accounts to customers.
  • It provides sales person-wise comparison of actual sales versus budgeted sales for the month and year to month.
  • Maintains invoice-wise history of communication with customers and vendors
  • Provides restricted access to salesman to follow-up and send statement of accounts to their customers.
  • Projects receivables and payables statements based on Invoice Due dates, Payment Cycle dates & Promised dates.
  • Manages Post Dated Checks (PDC’s) received and issued.
  • Provides list of invoices which are overdue but have not been followed up so far. 
  • Provides reminders to inform credit insurance whenever a credit insured customer defaults.



Sage One


[email protected]

support.cashpundit.com


 
English

 
Sage One



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