CashFlowXpert

Accounts Receivable Management for QuickBooks Online users

CashFlowXpert – an affordable and easy to use application to help you get paid more quickly and improve your cashflow.

CashFlowXpert

Accounts Receivable Management for QuickBooks Online users

CashFlowXpert – an affordable and easy to use application to help you get paid more quickly and improve your cashflow.

Get Paid Faster

Sending payment reminders to your customers is a proven way to get customers to pay more quickly. CashFlowXpert automates this time-consuming process. Get paid more quickly and save time.

Make better credit decisions

Seeing each customer’s payment history, the trend in the timeliness of their payments and how long it takes them to pay will help you spot trouble signs and help you decide when to take action.

Better cash flow planning

Knowing when you can expect to receive collections will help you plan your cashflow. CashFlowXpert shows you expected collections based on due date and predicts when your customers will pay based on their payment history.

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

The Dashboard gives you a quick snapshot of your accounts receivable. 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

Click on a chart segment to drill down for more detail.

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 Average Days to Collect chart is an important feature of the Customers slide. This chart shows you how long it is taking on average to collect your receivables and using linear regression shows you the trend. An increasing trend can create cash flow problems.

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

$25

per month

  • No contract
  • Unlimited customers
  • Unlimited invoices
  • Unlimited email templates
  • Unlimited email reminders

Sign up for free

No credit card required

Email us to ask any question
info@cashflowxpert.com

.