CashPundit

Overview

CashPundit is multi-award-winning Cloud based cashflow management software developed by veteran accounting professionals. CashPundit is simple to use but feature rich tool that seamlessly connects with your accounting or ERP software and extracts all the information needed for building your cashflow models. On top of that it allows to capture Post-dated cheques, record promised payments, store sales forecast and input purchase commitments. Considering all this information, CashPundit shows you realistic cashflow projections that accounting or ERP software can’t.

BENEFITSLEARN HOW CASHPUNDIT HELPS BUSINESSES

Helps Improve Cash Inflow

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CashPundit offers features & functionality in one of its kind, Cashflow Management Software. It imports your invoicing data from accounting system and build cashflow projections automatically. Reminds users to follow and send automatic emails to customers reminding due dates for payment. When you adopt CashPundit, you never to worry about delayed payments.

Reduces Administrative Workload

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Do you spend hours just to follow up on single customer payment and keep records of it? CashPundit can help you save precious time by centralizing all outstanding invoices, historical communications and keep tracking promised dates. Besides you get analysis of payment trends.

Reduces Risk of Bad Debts

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Don’t let your hard-earned money turn into bad debts. CashPundit helps you keep tab on every single outstanding invoice and never let it slip out from follow ups.

Helps Control Spending

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Create budgets and track cash outflow to effectively spend cash at hand. CashPundit sync with your ERP to update supplier invoices and their due dates. Schedule payments based on due dates and ensure suppliers don’t get paid twice.

Helps Utilize Working Capital Effectively

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CashPundit delivers real time insights about cash position so that your business can effectively utilize your working capital. CashPundit will help you simplify decision making about investing in Assets or prioritizing reduce liabilities.

Customers Talk About CashPundit

When we first looked at Sage , it came across as very intuitive and simple to use. This was really important because such things as running payroll was completely new to us.


Dropbox

When we first looked at Sage , it came across as very intuitive and simple to use. This was really important because such things as running payroll was completely new to us.


Dropbox

FEATURESEXPLORE CASHPUNDIT FEATURES

Sales Forecast & Budgets

Create Sales & Purchase forecast right within CashPundit to analyze future cashflow projections. CashPundit will help you track actuals against budgets.

Collection Reminders

Never miss a payment follow ups. CashPundit reminds you whenever invoice is due so that you can follow up quickly and get paid faster.

PDC Management

Your accounting software doesn’t keep track of PDCs? CashPundit has got you covered. PDC’s are taken into considerations while preparing cashflow projections.

Communication History

Keep all follow up comments, promised dates & communication within CashPundit so you don’t have to search through emails for what was communicated last.

ERP Integrations

No matter, which accounting or ERP software you use, CashPundit works for your business. Integrated with most popular ERPs out of the box, CashPundit offers flexible APIs to connect with other Softwares.

Role Management

Show only what’s needed to specific users. Set up hierarchies to track cash inflow by regions, territories, division or salesperson.

Anytime, Anywhere Access

CashPundit is built on secure cloud infrastructure so you get to see your cashflow positions from anywhere and on any device. CashPundit delivers true SaaS experience.

PDF & Excel Export

Still prefer to view and format reports in Excel or PDF? Worry not, CashPundit let you export data in various file formats so that you can further process it for better decision making

Reporting & Dashboards

Get snapshot of everything related to Cashflow right in front of you when you login to CashPundit. Generate comprehensive reports to analyze cash positions in detail.

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INTEGRATIONSCASHPUNDIT INTEGRATES WITH POPULAR SOFTWARES

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Sage 50 Accounts (US)

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Professional Service Automation Icon

Sage 300

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Business Process Automation Icon

Sage Enterprise Management

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Retail POS Icon

Sage Evolution

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CashPundit – Ultimate Cashflow Management Icon

Tally ERP9

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HR & Payroll Icon

Quickbooks

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Revenue & Expense Deferral Icon

SAP Business One

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Oracle Financials

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Sage Inventory Advisor Icon

Orion

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WHY WORK WITH US

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Our approach has always been solution oriented rather than products oriented therefore we invest time in understanding the needs of our customers and recommend the right software solutions. Evomatiq can help you in preparing a blueprint, deploying fully functional software solution & improve your systems.

  • Certified Consultants
  • Excellent Support
  • Vast Experience
  • Proven Methodology
  • Solution Oriented Approach

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Poor Cashflow is Demon. Let’s do something together to win over it.

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Sage Enterprise Intelligence

Overview

Sage Enterprise Intelligence provides you with a business intelligence solution that is intuitive and simple to use. Businesses like yours benefit from accessing real-time information in a self-sufficient manner. The tight and secure integration of Sage Enterprise Intelligence with your Sage business management solution ensures data integrity and the reliability of critical business information.

BUSINESS BENEFITSLEARN HOW SEI HELPS BUSINESSES

Simplifies Reporting

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When you start using Sage One, you’ll never have to rely on spredsheets for preparing your financial reports or analyzing performance. Sage One let you generate insightful reports without hassle of formatting & data processing. It simplifies reporting and saves you time so that you can focus on growing your business.

Keeps your Business VAT Compliant

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Sage Accounting keeps you compliant with latest Tax Regulations. You can create professional looking Tax Invoices, Record Purchase Invoices to track input credit, generate Tax Summary Reports and be always ready for compliance audits. Sage Accounting keeps your records safe in cloud, so you never have to worry about data losses.

Flexibility to work Anytime, from Anywhere

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Sage Accounting is always available on your desktop, laptop, tablet & mobile through secure cloud platform. You can choose to work anytime, from anywhere and stay on top of your game. You get access to same information across all devices.

Collaborate & Share, Securely!

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Sage accounting is built on safe & secure cloud platform that allows you to collaborate with your accountant right from the software itself. Invite your accountant work within your Sage Accounting workspace and avoid hassle of communications. Your accountant can review transactions, generate financial statements & update books as needed.

Freedom of working from anywhere and on any device

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It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English.

Customers Talk about Sage Enterprise Intelligence

When we first looked at Sage , it came across as very intuitive and simple to use. This was really important because such things as running payroll was completely new to us.


Dropbox

When we first looked at Sage , it came across as very intuitive and simple to use. This was really important because such things as running payroll was completely new to us.


Dropbox

FEATURESEXPLORE KEY FEATURES OF SEI

Intuitive Dashboards

Create stunning dashboards with real time data fetched from your Sage ERP or legacy software. Interactive dashboard allows to drill down underlining information with ease.

Mobility

Never miss critical updates about your business. Now same powerful functionality of SEI in your hands. SEI runs fluidly on native mobile apps available on major mobile OS platforms.

OLAP

Sage Enterprise Intelligence is built on OLAP technology & support complex calculations that helps in predictive analysis and limitless reporting.

Ease of Use

SEI empowers all users with a simple tool to access and analyze data in a self-sufficient manner, which eliminates the need for disparate tools and specialized skills.

ERP Integration

Integrated out-of-the-box with Sage ERP Solutions, SEI is quick to implement. Thanks to predefined reports & graphs based on Sage ERP data structures.

Data Warehouse

Bring data together from multiple sources and create analytical models. SEI data warehouse allows to process data from various sources so that you can take panoramic view of your business.

Report Distribution

SEI offers automated report distribution via emails. Get daily updates or weekly digests, SEI is flexible in scheduling emails. Further you can choose what format you prefer reports to be delivered in.

Geospatial Analysis

Is your business spread across locations? Get real time analytics from each location in meaningful & interactive map layout. Compare which region or location is performing better.

Data Filters & Groups

Create unlimited filters and groups on your data to make it more useful. Filters and groups allows to slice & dice information to predict future or analyze trends.

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INTEGRATIONSPOWERFUL ANALYTICS FOR YOUR BUSINESS

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Sage 300

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Professional Service Automation Icon

Sage CRM

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Business Process Automation Icon

Sage X3

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Retail POS Icon

Microsoft SQL

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CashPundit – Ultimate Cashflow Management Icon

Microsoft Excel

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HR & Payroll Icon

ODBC

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Revenue & Expense Deferral Icon

Revenue & Expense Deferral

Download Brochure

Warehouse Manager Icon

Warehouse Manager

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Sage Inventory Advisor Icon

Sage Inventory Advisor

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WHY WORK WITH US

Evomatiq Logo

Our approach has always been solution oriented rather than products oriented therefore we invest time in understanding the needs of our customers and recommend the right software solutions. Evomatiq can help you in preparing a blueprint, deploying fully functional software solution & improve your systems.

  • Certified Consultants
  • Excellent Support
  • Vast Experience
  • Proven Methodology
  • Solution Oriented Approach

Request a call back
Learn More About Us

Data is new gold and what you do with it, decides future of your business. Gain access to critical information on your fingertips with web-based institutive analytics platform and set your business on path of success.

Get your SEI Quote Now