Name: CashManager by Accomplish
Author: Accomplish

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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.

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.

Single User - Unlimited Everything

Harpoon

Customer Focus is solution that includes order management, inventory management, warehousing, CMS, E-mail marketing, CRM, and general accounting functions.  E-Commerce web stores are also included in the solution.

Standard

Ultimate

Customer Focus

CashManager by Accomplish

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

Software for tracking revenues and expenses and forecasting future revenue.

Accomplish

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.

CashManager by Accomplish

Overview

What is CashManager by Accomplish?