Resources

April 7th, 2025

Common AR Automation Questions

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 ...
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March 31st, 2025

5 Cash Flow Fraud Issues You May Face

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 ...
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March 24th, 2025

Benefits of AP Automation

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 ...
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March 11th, 2025

Alternative to Cforia

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 ...
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February 18th, 2025

The Cashbook User Experience (UX) – Best In Class.

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 ...
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December 24th, 2024

December Road Trip for 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 ...
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November 22nd, 2024

ICMT Awards 2024 – An Eventful Day!

On Friday November 15th, Business Development Director David Rushe and Marketing Manager Dave Ewing attended the 7th Irish Credit Management Training Credit Team of the Year awards in the Royal Marine Hotel in Dún Laoghaire. Cashbook have sponsored the ICMT Awards for several years now, and always send a team ...
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October 18th, 2024

M3 User Association Benelux Conference

Cashbook attended the M3 User Association Conference in the Van Der Valk Hotel Haarlem, Haarlem, Netherlands this week. The event took place on Tuesday October 15th and Wednesday October 16th. Representing Cashbook at the event was Business Development Director David Rushe. A Fantastic Event for M3 Users M3/CloudSuite users receive a complete overview of ...
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October 8th, 2024

September Road Trips for Cashbook

September is typically a busy travel month for Cashbook. Two of the main conferences that Cashbook attends are in September, and both are in the United States. Time for the annual September Road Trips for Cashbook! For the first event, Cashbook attended the TIMS Users Group Conference in the Doubletree Hotel ...
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September 18th, 2024

TIMS Users Group Conference

Cashbook attended the TIMS Users Group Conference in Billings, MT last week. The event took place on Sep 8-11 at the Doubletree Hotel in Billings, Montana. Hosted by Computers Unlimited, it was a resounding success, featuring 160 attendees from across the US and Canada. This yearly gathering serves as a focal point ...
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