CASHPUNDIT TECHNOLOGIES

CashPundit is the world's first award winning cloud based Cash Flow Management software. Cashpundit identifies potential shortfall in cash balances in advance and helps businesses take necessary action to avoid cash flow problems. CashPundit fetches the data directly from the ERP and helps businesses manage their cash flows. The following superior features make CashPundit’s CFM solution unique. 1) Cash flow forecasts are based on promised dates, payment cycle dates, and invoice due dates. 2)... Communication history with the customers is available for reference to all the people who have access to the customer’s data. 3) Limited access to sales persons to follow up with their customers. 4) Receivables, sales, collections can be grouped by region, state, city or salesperson and limited access can be given to a persons at different levels. 5) Auto-emails to customers reminding them to pay their invoices before and after the due date and promised dates. 6) Automatic reminders to salespersons to follow up with a customer on invoice due dates and promised dates. 7) Compare sales targets vs actual sales city-wise, region-wise and salesperson-wise. 8) Compare collection targets vs actual sales city-wise, region-wise and salesperson-wise. 9) The salesperson can see their customers and drill down to see the outstanding invoices of each customer, and further drill down and call the customer directly from their smartphone. 10) Sales persons can go through the previous communication and record the next promised date on their smartphone. This will update the cash flow instantly and remind them to follow up with the customer on the promised date. 11) The salesperson can send a statement of account directly from their smartphone through Email or WhatsApp. 12) Finance person can generate detailed daily or weekly cash forecast with a single click. We have already integrated CashPundit with Oracle Financials, Sage One, Sage 50, QuickBooks, Orion, SAP Business One, and Tally ERP Softwares. We are also a cloud partner of Sage and are listed on their website. We are in the process of getting our software listed on Intuit’s Market Place as well. More