Automating accounts receivable (AR) can significantly enhance your company’s cash flow and operational efficiency. To maximize these benefits, consider the following best practices: Implement Advanced Cash Application Automation Utilize software that automates over 95% of cash application transactions. This approach streamlines the AR process and reduces Days Sales Outstanding (DSO). ...

Automating Accounts Receivable (AR) processes can significantly enhance efficiency and cash flow management. Below are common questions about AR automation: AR automation involves using software like Cashbook to streamline tasks like invoicing, payment processing, and cash application. This reduces manual effort, saves time and minimizes errors. Benefits include: Yes, many ...

Fraud prevention is more critical than ever in today’s digital-first financial environment. Businesses are dealing with rising threats including check fraud, ACH fraud, and payment tampering. Implementing a secure, automated solution is no longer optional – it’s essential. This is where Cashbook’s financial automation platform stands out. Protecting Against Check ...

Episode #077 In this episode, CEO Greg Coulter visits Alabama, Georgia, New Jersey and lands back in New York City as he travels the US. He discusses the new Cashbook V6 release and along the way, he gathers valuable feedback from existing users of V5.  If you would like to ...

Cashbook’s AP Module is a single, global solution for automating payments, regardless of ERP, bank or location. Automated payment file creation and outbound remittance, with full approval process for all payment runs and secure vendor bank account management. Cashbook auto-updates the accounts payable subledger and general ledger postings, and allows ...

Businesses rely on powerful automation tools to optimize their cash management and accounts receivable processes. Cashbook presents a seamless and enhanced alternative to Cforia, offering a broader suite of financial automation solutions that extend beyond receivables. Our comprehensive features can serve as an alternative to Cforia and help businesses streamline their ...

Cashbook has been in business for over 30 years, and along the way, we’ve reached many milestones. This takes us back to our very first newsletter, published in March 1995, and our first website launch in 2000. These early snapshots highlight just how far we’ve come in three decades. The ...

As someone who has joined the Cashbook team relatively recently, I’m in awe of how much work has gone into the Cashbook user experience. There are features and capabilities in the Cashbook front end that make the platform a pleasure to use for our clients. First, a history lesson. Cashbook ...

Two weeks in the USA. Earlier this month, Cashbook CEO Greg Coulter, Partners Director Haroon Panezai and Business Development Director David Rushe ventured over to a chilly USA on a December road trip for Cashbook, visiting clients and prospects along the way. Haroon and Greg set off on their trip ...