CashFlowXpert Overview

CashFlowXpert is an innovative accounts receivable software that helps businesses streamline their invoicing, collections, and cash flow management processes. Designed to improve cash flow efficiency, the software enables users to generate professional invoices, track outstanding payments, and send automated reminders to clients, reducing the time spent on manual follow-ups. CashFlowXpert’s customizable invoicing system allows businesses to tailor invoice templates to their branding, ensuring consistency and professionalism in their communications. The platform also provides detailed financial reporting, allowing users to gain insights into payment patterns, aging reports, and cash flow forecasts. CashFlowXpert helps businesses optimize collections by offering integration with payment gateways, making it easy for customers to pay invoices directly online. With its automated workflows, users can reduce administrative costs and enhance operational efficiency. Whether you are a small business or a large enterprise, CashFlowXpert offers the tools you need to accelerate collections, reduce late payments, and improve cash flow management.

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Contact Details

  • Vendor Name Cogent Software
  • Founded
  • Location United States

Support

  • Chat Chat

Training

  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Advertising & Marketing, Architecture & Planning, Construction, Leisure & Travel, Retail, Travel & Tourism

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CashFlowXpert Features

  • Arrow Icon Billing and Invoicing
  • Arrow Icon Invoice Management
  • Arrow Icon Customer Account Management
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Online Payments
  • Arrow Icon Credit Management
  • Arrow Icon Aging Tracking
  • Arrow Icon Collections Management
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Receivables Ledger
  • Arrow Icon Subscription Billing
  • Arrow Icon Dispute Resolution
  • Arrow Icon Revenue Recognition
  • Arrow Icon Reminders
  • Arrow Icon Customer Communication
  • Arrow Icon Receipt Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Cash Flow Management
  • Arrow Icon Document Management

CashFlowXpert Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$25 Per Month

CashFlowXpert FAQs

CashFlowXpert is an innovative accounts receivable software that helps businesses streamline their invoicing, collections, and cash flow management processes. Designed to improve cash flow efficiency, the software enables users to generate professional invoices, track outstanding payments, and send automated reminders to clients, reducing the time spent on manual follow-ups. CashFlowXpert’s customizable invoicing system allows businesses to tailor invoice templates to their branding, ensuring consistency and professionalism in their communications. The platform also provides detailed financial reporting, allowing users to gain insights into payment patterns, aging reports, and cash flow forecasts. CashFlowXpert helps businesses optimize collections by offering integration with payment gateways, making it easy for customers to pay invoices directly online. With its automated workflows, users can reduce administrative costs and enhance operational efficiency. Whether you are a small business or a large enterprise, CashFlowXpert offers the tools you need to accelerate collections, reduce late payments, and improve cash flow management.

  • No, CashFlowXpert does not offer a free version.

  • Yes, CashFlowXpert offers a free trial.

  • No, Credit Card details are not required for the CashFlowXpert trial.

  • CashFlowXpert offers the following pricing plans & packages:

    Basic

    $25 Per Month

  • CashFlowXpert supports the following payment frequencies:

    • Monthly Subscription

  • No, CashFlowXpert does not offer an API.

  • CashFlowXpert offers support with the following options:
    • Chat

  • CashFlowXpert offers training with the following options:
    • Documentation

  • CashFlowXpert supports the following languages:
    • English

  • Following are the typical users of the CashFlowXpert:
    • Self-Employed , Small-Business , Midsize-Business

  • CashFlowXpert supports the following deployment:
    • Cloud Hosted

  • CashFlowXpert supports the following devices and operating systems:
    • Web-Based