Resources

Email is a well-established and widely adopted tool for information exchange, having been in continuous use since the early days of the Internet. Its ubiquitous capabilities also make it a straightforward tool for automating the constant flow of cashflow information customers produce. How Email-Based Automation Works A typical email-based automation ...

Many organizations struggle with past due accounts that tie up working capital and strain customer relationships. The solution lies in collections automation—a strategic approach that transforms traditional AR processes into efficient, data-driven operations that dramatically reduce past due accounts while preserving valuable customer partnerships. The Hidden Cost of Manual Collections ...

Accounts payable departments across industries face mounting pressure to reduce costs while maintaining accuracy and compliance. Manual AP processes are not only time-consuming but also expensive, with hidden costs that impact your bottom line daily. Understanding the return on investment (ROI) of AP automation has never been more critical for ...

Accounts Payable (AP) processes are a critical component of your business operations. Yet, manual AP workflows often become cumbersome, costly, and error-prone – hindering efficiency and impacting cash flow. Thankfully, automating Accounts Payable with Cashbook’s AP Automation solution provides businesses with a streamlined, accurate, and reliable way to handle vendor ...

Managing cash flow effectively is vital for any business, and a key indicator of financial health is Days Sales Outstanding (DSO). DSO measures how long, on average, it takes your company to collect payments from customers after sales are made. A high DSO means longer wait times for cash, potentially ...

Angel investors provided over $18 billion in capital to early and mid-stage companies in the United States last year, with additional billions invested in European companies.  There are 422,000 active angel investors in the US. I became one last year when I invested in Cashbook LLC, a fintech software company ...

Managing payments across different countries and currencies is never easy. With varying bank formats, ever-changing exchange rates, and a maze of compliance rules, international transactions can quickly become a mess. That’s where Cashbook’s Accounts Payable (AP) Automation makes a real difference – streamlining your payment process so it’s faster, more ...

Accurate bank reconciliation is crucial for every organization’s financial health. Yet, businesses frequently find manual reconciliation time-consuming, error-prone, and inefficient, especially as transaction volumes grow. Integrating bank reconciliation directly into your ERP (Enterprise Resource Planning) system using a specialized tool like Cashbook significantly streamlines this critical process. In this post, ...

On Thursday, May 9th, Cashbook CEO Greg Coulter and Partners Director Haroon Panezai attended the Digital Revolution Awards at the historic Guildhall in London. The event marked an exciting moment for Cashbook, as it also kicked off our new partnership with Nexer Enterprise Applications. Nexer, Platinum sponsors of the event, ...