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CashBook

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Last updated on

Company health

Web traffic
24% decrease in the last quarter

Ratings

G2
4.5/5
(4)

CashBook description

CashBook provides software to automate financial processes, especially for companies with high transaction volumes. They specialize in accounts receivable automation, bank reconciliation, deductions management, and collections. Their solutions integrate with various ERPs and aim to improve cash flow visibility, reduce manual tasks, and shorten the time it takes to collect payments. CashBook has over 20 years of experience and serves a global client base across industries like manufacturing, food & beverage, and retail.


Who is CashBook best for

CashBook automates financial processes, including accounts receivable, bank reconciliation, and collections. It integrates with various ERPs, improving cash flow visibility and reducing manual tasks. CashBook is ideal for companies with high transaction volumes looking to automate financial operations.

  • Best fit for small businesses seeking to automate financial processes.

  • Suitable for companies with high transaction volumes in various sectors, especially those using ERPs.


CashBook features

Type in the name of the feature or in your own words tell us what you need
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CashBook automates data extraction from various documents, including financial ones.

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Cashbook automates reconciliation, resolving discrepancies and integrating with financial systems.

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CashBook integrates with various financial systems, including ERPs, automating data transfer.


CashBook alternatives

  • Logo of Quicken
    Quicken
    Better for personal finance management. More suitable for small businesses or individuals. A Quicken alternative for business finance automation.
    Read more
  • Logo of Serrala
    Serrala
    Better for larger businesses. Stronger focus on security and optimizing cash flow. More user reviews available. Has more momentum in its employee growth.
    Read more
  • Logo of Stampli
    Stampli
    Better for mid-sized to enterprise-level companies in the USA. Focuses on AP automation with AI-powered features. Has strong customer support and seamless ERP integrations, but data extraction accuracy and payment processing speed are potential concerns. More established, has more momentum and broader industry applicability.
    Read more
  • Logo of HighRadius
    HighRadius
    Better for larger enterprises. More focused on core financial processes like credit, collections, billing, and treasury. HighRadius is experiencing slower momentum. User reviews mention slow support and limited customization as potential drawbacks.
    Read more
  • Logo of Xelix
    Xelix
    More focused on preventing overpayments and fraud. Caters specifically to larger companies with complex AP processes, particularly in finance and IT. Users praise its user-friendly interface and helpful customer support. However, some users mention limited reporting customization and occasional issues with oddly formatted statements. A CashBook alternative and competitor.
    Read more
  • Logo of SaasAnt Transactions
    SaasAnt Transactions
    Better fit for small to medium businesses using Xero or QuickBooks. Focuses on simplifying data entry and spreadsheet integration. A SaasAnt Transactions alternative for enterprise automation and ERP integrations.
    Read more

CashBook FAQ

  • What is CashBook and what does CashBook do?

    CashBook automates financial processes, specializing in accounts receivable automation, bank reconciliation, and collections. It integrates with various ERPs to improve cash flow visibility and reduce manual tasks, benefiting companies with high transaction volumes. CashBook has over 20 years of experience serving a global client base.

  • How does CashBook integrate with other tools?

    CashBook integrates with various ERP systems, automating data transfer and reconciliation. This streamlines financial processes, especially for businesses with high transaction volumes. It improves cash flow visibility and reduces manual tasks.

  • What the main competitors of CashBook?

    Top alternatives to CashBook include Serrala, Stampli, and Xelix. Serrala focuses on financial automation for mid-to-large companies, while Stampli offers AP automation for similar sizes with strong ERP integrations. Xelix uses AI to enhance AP control for large enterprises. Other options like Quicken are more suitable for personal finance.

  • Is CashBook legit?

    CashBook appears legitimate, offering financial automation software and boasting 20+ years of experience. A 4.5/5 rating from G2 suggests user satisfaction, indicating it is likely a safe choice. However, further research is advised to determine if CashBook is the right fit for your needs.

  • How much does CashBook cost?

    I couldn't find pricing details for CashBook. For the most current pricing information, it's best to visit CashBook's website or contact their sales team directly.

  • Is CashBook customer service good?

    There is no information available about CashBook's customer service.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.