Resources

Cashbook’s Transition from Salesforce to HubSpot At Cashbook, we were initially drawn to Salesforce for its promises of efficiency, however over time we faced challenges with feature overload, complexities, and rising costs. This case study explores our decision in regards to streamlining operations and migrating from Salesforce to HubSpot with ...

Navigating the Complexities of Auto-matching Algorithms in Accounts Reconciliation In the fast-paced world of finance, the need for efficient and accurate accounts reconciliation is more crucial than ever. To meet this demand, businesses often turn to technology-driven solutions like Cashbook for their auto-matching algorithms. The complexities of these algorithms requires ...

In today’s fast-paced business world, it is crucial to stay ahead of the competition by actively networking and building relationships. Attending conferences and visiting customers are powerful ways to maintain strong relationships. Over the past six weeks, the Cashbook team has embarked on a transatlantic journey. This involved attending User ...

We are thrilled to announce that Cashbook has earned a spot on the shortlist for the inaugural National Fintech Awards. Cashbook is a proud nominee for Regional Fintech of the Year. The event in association with GRID Foundation takes place annually to celebrate the exceptional achievements of the Irish Fintech ...

Cashbook kicked off their summer period by travelling to the sunshine state! This involved on the road travelling with Business Development Director David Rushe along with Marketing Executive Jack Ahern. They headed Stateside embarking on a trip of customer visits, conferences and presentations from Pennsylvania all the way to Florida. ...

Cashbook were delighted to host our first cash app, deductions & collections automation webinar on the IBMI WorkOutLoud platform. It centered around Cash App, Deductions and Collections on May 11th. Joined by David Rushe, Cashbook Business Development Director, as we demonstrate Cashbook’s financial automation toolkit for cash application, collections, and ...

It was a great feeling to be able to play a small part in one young exciting groups chances of making it big on the world stage. Sixth class students from the Irish speaking school ‘Gaelscoil Aonach Urmhumhan’ based in Nenagh, County Tipperary have just recently returned home from the ...

(Please note, this article describes events up to April 2023) The Situation  On March 10th 2023, the biggest threat of a global financial collapse since 2008 emerged. This was with the failure of the Silicon Valley Bank (SVB). This banking crisis quickly became known as news broke of the sudden ...

David and Haroon from the Cashbook team have had a busy end to Q1 2023. As they began by reconnecting with customers on their US road trip after the long travel break. March was a busy month with visits to several customers in North America. Here is a quick recap ...