Unlimited Customers and Vendors
You can sync unlimited invoices, customers, and vendors.
Cash Flow
CashPundit 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 Management
CashPundit provides a receivables dashboard that helps you in managing and reducing your overdue receivables.
Payables Management
CashPundit provides a payables dashboard that helps you to manage your vendor payments and overhead expenses.
Follow-up Reminders
CashPundit reminds you to follow-up with your customers for payment based on invoice, promised, and payment cycle dates.
Auto Emails / SMS Reminders
CashPundit can automatically send email and SMS reminders to customers to pay their invoices. 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.
Send statements from Smartphones
CashPundit allows you to send Statements on email and WhatsApp directly from your smart phones.
Auto Statement of Accounts
CashPundit can automatically send emails to your customers enclosing the statement of outstanding invoices on the date set by you.
Communication History
CashPundit maintains the complete history of your telephone communication with your customers.
PDC Management
CashPundit has a complete module to manage Post Dated Cheques received and issued.
Export to Excel and PDF
CashPundit has a facility to export major reports to Excel and PDF.
Restricted access to Staff
CashPundit 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 ERP
CashPundit integrates with major ERP and accounting softwares. There is no need to enter the data twice again in CashPundit.
Hierarchical Reports
You can create hierarchies and generate various sales, receivables, and collection reports. For example, you can see region-wise, state-wise, sales person-wise, and customer-wise receivables, collections, and sales. Moreover, the sales persons will be able to see the customers assigned to them only.
Smartphone Access
CashPundit is one of the first companies in the world to provide region-wise, state-wise, and sales person-wise sales, receivables, and collections reports on smart phones.
History of Transactions
CashPundit saves a history of transactions synced from the beginning.
Sales and Collection Reports
CashPundit provides Year-To-Date and Month-To-Date actual Sales and Collections vs targeted Sales and Collections reports.
Business Unit-Wise Sales Reports
CashPundit can provide you Business Unit-wise, Brand-Wise, and Category-Wise consolidated as well as separate sales reports for each region, state, city etc.
Business Unit-Wise Cash Flow Report
CashPundit can provide you Business Unit-wise, Brand-Wise, and Category-Wise cash flow reports for each region, state, city etc.
Consolidated Cash Flow @ Group Level
CashPundit can consolidate cash flows of all the group companies provide a consolidated cash flow at the group level.
Single Sign on for Group Companies
In case of group companies, you can login and access data of various group companies with a single sign on.