Key Takeaways Why ERP Integration Matters More Than Standalone Finance Automation Manual finance work rarely stays inside finance. A spreadsheet delay turns into an IT ticket. A posting error triggers a rollback request. A disconnected tool becomes one more system IT has to support, monitor, and explain. Finance automation shouldn’t ...

Episode #084 In this episode, CEO Greg Coulter shares highlights from Money20/20 in Amsterdam, one of the world’s leading fintech conferences. The event brought together industry leaders to discuss the latest developments in AI, stablecoins, and next-generation payment platforms. As Cashbook continues to explore opportunities in these rapidly evolving areas, the ...

Episode #083 In this episode, CEO Greg Coulter shares highlights from the recent M3 User Conference at St. George’s Park in Burton-on-Trent, England which is the home of England’s national football teams. The conference brought together the M3 community for insightful discussions, networking, and customer success stories. Greg gives special thanks ...

Episode #082 In this episode, CEO Greg Coulter shares highlights from recent customer visits and industry events across the U.S., including Nashville, Tennessee and Phoenix, Arizona The trip included a customer visit to Volunteer Welding following their successful LockBox go-live, alongside an Infor S3 conference at HCA. The journey also included ...

Cashbook welcomes Craig Bolton as Senior Solution Consultant for North America Cashbook is excited to welcome Craig Bolton to our North American team as Senior Solution Consultant. With over 25 years of experience in finance, sales, and ERP sectors, Craig will drive our regional growth and support our rapidly expanding ...

A Successful Week at M3UGA 2026 Cashbook was proud to attend and support the 2026 M3UGA Conference as a Platinum Sponsor, held at the Embassy Suites in Tempe, Arizona from Monday, March 23rd to Wednesday, March 25th. Cashbook team exhibited throughout the event, connecting with attendees and showcasing our solutions. ...

Cashbook write-back postings integrate with both M3 CloudSuite and M3 on premise. Journals are created and worked with through the Cashbook application to apply cash.  These journals may be automatically created through bank file uploads or manually created. Using scheduled jobs, M3 provides Customer, Invoice and FX data that is ...

Episode #081 In this episode, CEO Greg Coulter shares a short video recap reflecting on a busy and successful week visiting customers across the UK. Alongside David Rushe, Greg met with clients face-to-face from London through to Leeds, showcasing Cashbook V6 and its latest capabilities and enhanced functionality, while gathering valuable ...

Episode #080 In this episode of Cashbook Vlog, CEO Greg Coulter recorded a short video recap reflecting on a busy and successful week on the road. Alongside David Rushe, Greg spent the week visiting clients across St. Louis, Scottsburg, Louisville, and Cincinnati, meeting customers face-to-face and showcasing the latest version of ...