Overview
What is CashManager by Accomplish?
CashManager, developed by Accomplish, is an accounting software designed to streamline financial management for businesses of various sizes. According to the vendor, CashManager caters to business owners, accountants, and professionals across industries such as retail, construction, hospitality, and...
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Product Details
- About
- Tech Details
What is CashManager by Accomplish?
CashManager, developed by Accomplish, is an accounting software designed to streamline financial management for businesses of various sizes. According to the vendor, CashManager caters to business owners, accountants, and professionals across industries such as retail, construction, hospitality, and professional services. With its range of features and options, CashManager aims to provide a user-friendly solution for efficient accounting tasks and informed decision-making.
Key Features
Desktop or Online Accounting: CashManager offers both desktop and online versions, allowing users to choose the option that best suits their needs. According to the vendor, users can manage their business on their own terms, whether offline or remotely accessing their accounting software.
Flexible Options: CashManager offers different versions, including Lite, Plus, and options in between, allowing users to customize their accounting solution and pay for the features they require. According to the vendor, this approach aims to provide cost-effective options for businesses of all sizes.
Smart Reconciling: CashManager simplifies the process of balancing the books by importing and categorizing bank statements. When combined with automated bank feeds, the vendor claims that reconciling transactions becomes more accurate and efficient, reducing manual data entry.
Customer and Supplier Invoicing: CashManager provides invoicing features that aim to help users improve cash flow by utilizing smart tools tailored to their business needs. The vendor states that CashManager streamlines the invoicing process and aids in staying on top of outstanding payments.
Business Performance at a Glance: CashManager offers smart budgets and reports, providing users with insights into their business performance. According to the vendor, this feature allows users to make informed decisions based on real-time data for effective financial management and planning.
Fast & Smart Bank Reconciliation: CashManager enables accurate and easy balancing to bank statements, ensuring up-to-date financial records. The vendor claims that users can reduce errors and save time by automating the bank reconciliation process.
Create and Manage Quotes: CashManager allows users to create and manage quotes for their customers. According to the vendor, users can customize quotes, streamline the quote-to-invoice workflow, and improve efficiency.
Customer Invoices: CashManager provides tools to manage customer invoices, aiming to help users stay on top of outstanding payments. The vendor claims that users can send bulk invoices and receive notifications for overdue payments, streamlining the invoicing process and improving cash flow management.
Reporting & Budgets: CashManager offers robust reporting and budgeting capabilities, enabling users to generate reports and budgets to monitor business performance and financial health. According to the vendor, these features provide insights into key metrics and trends, aiding in better decision-making.
Smart GST: CashManager automatically generates GST returns, saving time and effort for businesses. According to the vendor, this feature simplifies the GST process and ensures compliance with tax regulations.
CashManager by Accomplish Features
- Supported: Expense Tracking
- Supported: General Ledger
- Supported: Accounts Receivable
- Supported: Bank Reconciliation
- Supported: Financial Reporting
- Supported: Accounts Payable
- Supported: Inventory Management
- Supported: Billing & Invoicing
- Supported: Budgeting/Forecasting
- Supported: CPA Firms
- Supported: Fixed Asset Management
- Supported: For Government
- Supported: Fund Accounting
- Supported: Multi-Currency
- Supported: Nonprofits
- Supported: Payroll Management
- Supported: Project Accounting
- Supported: Purchase Order Management
- Supported: Tax Management
CashManager by Accomplish Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Web-Based, Mac, Windows |
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Reviews
Community Insights
- Business Problems Solved
Users of CashManager by Accomplish have found the software to be easy to use and have appreciated the great support provided for updates and changes throughout their 20 years of utilizing the product. While some users eventually switched to other accounting software due to the restriction of only having one user in CashManager, they reported that the transition was seamless and encountered no surprises or issues when reaching out to the help desk for assistance. One of the standout features of CashManager is its ability to enable multiple users online, allowing simultaneous work on debtors and creditors. This has been a valuable feature for businesses with multiple team members handling financial tasks. Additionally, CashManager provides easy access to reports for cashflow analysis, giving businesses the ability to identify areas for improvement and make informed decisions based on their financial data. The software has been utilized for various accounting tasks including GST, end-of-year tasks, reconciliations, and statutory reporting, providing vital support for running a compliant business. Users have expressed gratitude for how CashManager simplifies complex legal and administrative requirements, making it achievable even for those without expertise in these areas. Overall, users have praised CashManager's customer support for resolving challenges quickly and professionally. Many users were initially introduced to CashManager by their accountants who recognized its value in automating accounting processes and ensuring compliance. After relying on CashManager for accounting automation, customer support, and ease of use, many users have continued using it until their retirement from business operations.