CashFlowXpert

For QuickBooks Online users

Take your accounts receivable management to the next level

Managing your AR can be a time-consuming process but with an enhanced set of tools, the job can be easier and you can improve your cash flow.

With virtually no setup required, you’ll be able to start using CashFlowXpert as soon as you sign up and connect with QuickBooks.

CashFlowXpert

For QuickBooks Online users

Take your accounts receivable management to the next level

Managing your AR can be a time-consuming process but with an enhanced set of tools, the job can be easier and you can improve your cash flow.

With virtually no setup required, you’ll be able to start using CashFlowXpert as soon as you sign up and connect with QuickBooks.

Enhanced Payment Reminders

Customizable payment reminders offer more flexibility in the content and format of your reminders. Plus, you’re not restricted to a limited number of reminder templates.

Additional Credit Management Tools

For example, how long is it taking your customers to pay and what is the trend in their payment timeliness? That is not information you’ll find in QuickBooks, but it is important information you need to manage your receivables and minimize your bad debts

Better cash flow planning

CashFlowXpert goes beyond the capabilities of QuickBooks by predicting when your customers will pay based on their payment history over the last 6 months. This information will help you better plan your cash flow.

Features

CashFlowXpert gives you an unparalleled ability to quickly see and analyze your accounts receivable information all in one place. And with automated QuickBooks syncing, your accounts receivable information is always up to date

With automatic syncing with QuickBooks the dashboard gives you an updated overview of your receivables information. Quickly see;

  • Your total receivables
  • The % current and past due
  • The average days to collect for the last 6 months
  • Your receivables by aging period and customer
  • Expected collections by due date
  • Predicted collections based on customers payment history

You won’t find this information all in one place in QuickBooks and information like the average days to collect and predicted cash receipts you won’t find anywhere.

See your AR aging in a more enhanced and flexible environment. The Aging slide shows you the aging chart, a chart of past due amounts by customer and a grid showing all outstanding invoices.

  • Click on a segment in a chart or grid to drill down further.
  • Click on one of the tab selections to filter the grid by aging period or click on a column heading to change the sort order.
  • Send an on-demand reminder email
  • Document your collection efforts
  • Mark an invoice for automatic email reminders

The Customers slide also gives you enhanced features. For example, the Average Days to Collect chart shows you how long it is taking on average to collect your receivables. Being able to see the trend in this important metric is key to managing your AR and bending that trend downward is a good way to improve your cash flow.

The Customers slide also lists all active customers with their aging. The color coded sparkline in the Trend column quickly shows you the payment trend for each customer. You can also see the average days to pay for each customer and make notes documenting your collection efforts for a customer.

The slide for an individual customer enables you to look at the receivables and payment history for a single customer.

  • See the average days to collect for the customer and their payment trend.
  • See both unpaid invoices and invoices paid within the last 6 months.
  • Send a reminder email for an invoice.
  • Document your collections efforts for an invoice or for the customer.
  • Indicate whether you want automated reminders for the customer and for a particular invoice.

Pricing

Free Forever Edition

  • Automatic and on-demand syncing with QuickBooks Online
  • Unlimited Customers and invoices
  • Unlimited reminder templates
  • On-demand payment reminders
  • Collection notes by customer

Sign up for free

Pro Edition $25

per month

  • All features of Free Edition
  • Automated payment reminders
  • Add collection notes for invoices
  • No contract, cancel at any time
  • 15 day free trial

Sign up for free

No credit card required

“Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.”

Email us to ask any question
info@cashflowxpert.com

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