Name: Cashflow
Price: 18 USD
Author: Pulsar Tech

Help Desk

Web and Video Conferencing

Customer Support

Performance Testing

Development

Business Intelligence (BI)

Collaboration

Integrated Workplace Management (IWMS)

Supply Chain Visibility

Whistleblowing

Enterprise

Accounting

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Wellness

Employee Engagement

HR Management

Payroll

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Business Process Automation

Business Rules Management

Cloud Data Warehouse

Cloud Storage

Data Replication

Database Management

Database-as-a-Service (DBaaS)

DevSecOps

Encryption Key Management

Fraud Detection

Integration Platform as a Service (iPaaS)

Machine Learning

Mobile Data Security

Network Performance Monitoring

Network Troubleshooting

Office Migration and Repair

SOA Governance

Value Stream Management

Vector Databases

Virtual Data Room

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Content Management

Ecommerce Personalization

Email Marketing

Event Management

Grant Management Software

Marketing Attribution

Marketing Automation

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales Acceleration

Sales Dialer

Sales Training

Sales

Cloud Computing Security

Security

Agriculture

Digital Forensics

Hospital Management

Insurance Claims Management

Insurance Suites

Medical Office EMR & EHR

Military and Defense

Plagiarism Checker

Population Health Management

Veterinary

Vertical-Specific

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Cashflow is a cloud-based accounting software designed to assist businesses in efficiently managing their financial operations. According to the vendor, this comprehensive solution is intended for small and mid-size businesses (SMBs) in various professions and industries, including accounting firms, retail businesses, service-based businesses, wholesale businesses, and businesses managing inventory.

## Key Features

According to the vendor, Cashflow offers the following key features:

**Bank Reconciliation**: The software allows users to match bank transactions with entries in Cashflow to maintain accurate records and ensure up-to-date financial information.

**Customizable Chart of Accounts**: Users can adjust the chart of accounts to align with their unique business needs by adding, editing, or removing accounts as necessary.

**Financial Reports**: Cashflow enables the generation of detailed income statements, balance sheets, and cash flow statements, providing users with a comprehensive understanding of their business's financial health.

**User Permissions**: The software allows administrators to set access permissions, controlling sensitive financial information and limiting access to authorized individuals, thereby enhancing security.

**Multi-Currency Transactions**: According to the vendor, Cashflow supports the management of finances in different currencies, making it suitable for businesses involved in international trade.

**Sales Tax Management**: Users can set up tax rates, calculate taxes on transactions, and generate tax reports, simplifying the tax filing process.

**Period Locking**: Cashflow enables the closure of accounting periods, preventing changes to finalized financial data and ensuring the accuracy and consistency of records.

**Audit Trail**: According to the vendor, the software tracks changes made to transactions, recording who made the changes and when, promoting transparency and accountability.

**Data Import**: Cashflow allows users to transfer data from their previous accounting system, simplifying the transition and ensuring the continuity of financial records.

Basic

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Acumatica

Xero is an online accounting software product for small businesses and personal finance. Its features beyond general ledger and double-bookkeeping include quotable invoicing, bank reconciliation, purchase order and expense management, and tax management. Third party apps can extend its features further.

Early

Growing

Established

Cashflow

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Accounting software automates and streamlines financial management, from core functions like accounts payable and receivable to complex tasks like ledger management and reporting. They are aimed at enhancing accuracy, providing real-time financial insights, and ensuring compliance. Advanced systems integrate with other business tools, supporting everything from expense tracking to payroll. Explore user reviews and comparisons to find the best accounting software for your business.

Pulsar Tech

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Cashflow

Overview

What is Cashflow?