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Unlimited Customers and VendorsYou can sync unlimited customers and vendors.
Cash FlowCashPundit generates daily and weekly cash flow forecasts with a single click. The inflow and outflow projections are based on promised, payment cycle, and invoice due dates.
Receivables ManagementCashPundit provides a receivables dashboard that helps you in managing and reducing your overdue receivables.
Payables ManagementCashPundit provides a payables dashboard that helps you to manage your supplier payments and overhead expenses.
Follow-up RemindersCashPundit reminds you to follow-up with your customers for payment based on invoice, promised, and payment cycle dates.
Auto Emails RemindersCashPundit can automatically send email reminders to customers to pay their invoice. These reminders are sent before the invoice due, promised, and payment cycle dates. In case the customer does not pay the amount on these dates, the reminders can be sent after the due dates also.
SMS RemindersCashPundit can send sms reminders to customers to pay their invoices on due / promised / payment cycle dates
Auto Statement of AccountsCashPundit can automatically send emails to your customers enclosing the statement of outstanding invoices on the date set by you.
Communication HistoryCashPundit maintains the complete history of your telephone communication with your customers.
PDC ManagementCashPundit has a complete module to manage Post Dated Cheques received and issued.
Export to Excel and PDFCashPundit has a facility to export major reports to Excel and PDF.
Restricted access to StaffCashPundit allows you to restrict user access to customers. For example, if a sales person or credit controller manages 50 customers, you can give them access to only those 50 customers.
Integrates with ERPCashPundit integrates with several ERP packages. There is no need to enter the data twice again in CashPundit.
Hierarchical ReportsYou can create hierarchical and generate various sales and receivables reports. For example, you can see region-wise, state-wise, sales person-wise, and customer-wise receivables and sales. Moreover, the sales person will be able to see the customers assigned to him only.
Smartphone AccessCashPundit is one of the first compnies in the world to provide region-wise, state-wise, and sales perosn-wise sales and receivables reports on smart phones.
Reminders to inform credit insuranceCashPundit reminds you to inform the credit insurers when an invoice is unpaid even after due date, in case of credit insured customers.
Reminders to renew GuaranteesCashPundit reminds to you to inform your customers to renew their payment guarantees before the expiry date of guarantees.
Item-Wise Sales ReportsCashPundit can provide you consolidated, as well as separate, item-wise sales reports for each region, state, customer etc.
Consolidated Cash Flow @ Group LevelCashPundit can consolidate cash flows of all the group companies provide a consolidated cash flow at the group level.
Single Sign on for Group CompaniesIn case of group companies, you can login and access data of various group companies with a single sign on.