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May 28th, 2025

Integrating Bank Reconciliation into Your ERP with Cashbook

#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, ...
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May 21st, 2025

Cashbook & Nexer at the Digital Revolution Awards 2025

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, ...
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May 2nd, 2025

Why Companies Running Infor XA Turn to Cashbook to Automate Accounts Receivable

In today’s competitive business environment, companies running Infor XA (formerly MAPICS) are reassessing their ERP capabilities. The system is robust for manufacturing and supply chain management. However, it has clear limitations in cash flow management and accounts receivable automation. As a result, an increasing number of organizations are turning to ...
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May 1st, 2025

Bank Reconciliation Best Practices – Pre and Post Implementation

Bank reconciliation is a vital process for maintaining accurate financial records, detecting fraud, and ensuring compliance. Whether you’re preparing to automate reconciliation or improving an existing system, applying best practices is key to maximizing efficiency and control. In this guide, we’ll explore both pre-implementation and post-implementation bank reconciliation best practices—with ...
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April 17th, 2025

Accurate Bank Reconciliation – What is Required?

Accurate bank reconciliation is essential for maintaining financial integrity and ensuring that your company’s financial records align with bank statements. This process helps identify discrepancies, prevent fraud, and provide a clear picture of your cash flow. Here’s a comprehensive guide to achieving precise bank reconciliations. What Is Bank Reconciliation? Bank ...
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April 11th, 2025

Best practices for automating accounts receivable.

Accounts receivable automation has become essential for modern businesses looking to streamline their cash flow management and reduce manual processing errors. As companies face increasing transaction volumes and complex payment processes, implementing the right automation strategies can significantly improve efficiency, reduce Days Sales Outstanding (DSO), and enhance overall financial visibility. ...
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April 7th, 2025

Common AR Automation Questions

Accounts receivable automation is transforming how finance teams manage cash flow, but many organizations have questions about implementation, capabilities, and expected outcomes. Here are the most frequently asked questions about AR automation, along with detailed answers to help you make informed decisions for your business, plus details about how Cashbook ...
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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 27th, 2025

Cashbook Vlog Episode 77

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 ...
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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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