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 Generates cash flow statement based on due, payment cycle and promised dates.

You can set payment cycles for customers and suppliers and note promised dates for invoices and bills. Cash flow can be generated by a single click that takes into account the payment cycle and promised dates.

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 Gives you a list of overdue invoices not followed up.

Cashpundit gives a list of overdue invoices which have not been followed up and are outstanding even after the due, payment cycle, and promised dates.

 Gives details of payments to be made to suppliers.

Cashpundit provides you a list of supplier bills that need to be paid in the next X no of days based on due, payment cycle, and promised dates. The number of days can be configured by the company administrator.

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 Gives you cash flow projections taking into account budgeted sales and purchases.

You can enter budgeted sales and purchases for the next one year and Cashpundit will generate cash flow projections taking into account the budgeted sales and purchases.

 Automatically emails statement of outstandings to customers.

Cashpundit can send statement of outstandings to customers automatically after the finance department validates that all entries are updated as of a particular day.

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 Automatically emails payment reminders to customers.

Cashpundit can send email reminders to customers requesting them to pay their outstanding invoices. Reminders can be sent before the due, payment cycle, or promised dates, and after these dates until the invoices are fully paid.

 Reminds you to follow-up with customers for payments.

You can note the promised dates of customers in the communication process. Cashpundit reminds you to follow-up with that customer on that day and continues to remind you until either you dismiss the alert or the customer pays the invoice.

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 Maintains history of communication with customers & vendors.

You can note the promised dates of customers in the communication process. Cashpundit reminds you to follow-up with that customer on that day and continues to remind you until either you dismiss the alert or the customer pays the invoice.

 Reminds you to inform credit Insurers.

Based on the notification period set in the credit insurance master, Cashpundit provides you a list of invoices pertaining to credit insured customers which have not been paid within the notification period.

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 Manages Post Dated Cheques (PDCs) received and issued.

PDCs received / issued can be directly recorded in Cashpundit. Invoices against which PDCs are received will be shown separately and will not appear in the list of pending invoices. However, these PDCs will be shown as inflow in the cash flow statement on PDC dates.

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 You can give restricted access to Sales persons to follow-up their accounts.

Sales persons can be given view access to their customers to enable them to follow-up and collect payment from their customers. Sales person-wise receivables can be generated and monitored by sales / finance head.

 Gives you net balance if your customer is also your vendor.

If a customer is also your vendor supplier and vice versa, Cashpundit can consolidate both receivables and payable from that customer and gives the net balance, as additional information, in the communication process dashboard.

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 Syncs with major accounting and ERP packages. No need to enter data twice.

There is no need to enter data twice. Cashpundit syncs with your accounting (ERP) software, extracts data and sends it to our cloud server. Cashpundit reads data from and does not write data to your database.

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 Cloud based. Access it anytime anywhere.

Cashpundit is a cloud based application and offers 24/7 access to users from any internet connection via desktop, laptop, tablets, and smartphones. No need to install new hardware or software; no IT administration.

 You can export statements to Excel and PDF.

Cashpundit provides a facility to download all the major reports and grids to excel and / or pdf in a presentable format.

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 Low cost – Basic version is free, Professional version starts at $ 50 pm/user.

Cashpundit is offered on a monthly subscription (SaaS) model that reduces both the upfront hardware and software costs. There are no annual maintenance charges and the monthly rental includes free upgrades and updates.

 Easy to use and instantly deployable.

Cashpundit is very user friendly and anybody can be trained easily in less than an hour. Cashpundit is very easy to install and configure. In most of the cases installation and configurations can be completed in an hour, and subscribers can start using it immediately.

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 Your data is fully secured as per industry standards.

Cashpundit has adopted industry appropriate data collection, storage, and processing practices on par with the security measures adopted by major cloud computing companies. For more information, please refer the relevant section in FAQs.