CashPundit Company Profile, Contacts & Intelligence

CashPundit Overview

CashPundit is the world's first award winning cloud based Cash Flow Management (CFM) software developed by CPAs. CashPundit helps businesses to identify potential shortfalls in cash balances in advance so that they can take necessary action to avoid cash flow problems. CashPundit syncs with accounting / ERP softwares and fetches the required data directly without having the need to manually enter or upload the data. The following superior features make the CashPundit’s CFM solution unique. • Generates detailed projected cash flow statement based on invoice due, payment cycle and promised dates. • Provides reminders to follow-up invoices on invoice due dates and promised dates. • Sends automatic emails reminders before and after the due date until the invoices are paid. • Automatically emails statement of accounts to customers. • CashPundit is the only company in the world that provides sales, receivables, cash inflow and cash outflow reports on smart phones. • CashPundit allows users to send statement of accounts to customers through email and on WhatsApp directly from their smart phones. • It provides sales person-wise comparison of actual sales versus budgeted sales for the month and year to month. • Maintains invoice-wise history of communication with customers and vendors • Provides restricted access to salesman to follow-up and send statement of accounts to their customers. • Manages Post Dated Checks (PDC’s) received and issued. This feature is not available even in ERPs. • Provides list of invoices which are overdue but have not been followed up so far. • Provides reminders to inform credit insurance whenever a credit insured customer defaults.

Headquarters

Bengaluru, Karnataka, In

Website

cashpundit.com

Industry

Financial Services

Founded

2017

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Company Email

Available in AeroLeads

CashPundit Contact Intelligence

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CashPundit Workforce Composition

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