FAQ

Yes, CashPundit’s free trial allows to explore CashPundit’s powerful features FREE for 15 days. At present, the free trial is restricted to users of Tally, Busy, Sage 300, Sage Evolution, Sage One, Sage 50 US, and QuickBooks Online / Desktop users. Please email us your details on sales@cashpundit.com

CashPundit is integrated with Tally, Busy, QuickBooks Online / Desktop, Sage One, Sage 50 US, Sage 300, Sage Evolution, Oracle Financials, SAP ECC, Maxus, and Orion. We are in the process of integrating CashPundit with other ERPs also. Please contact us in case you are using any other ERP or accounting software.

Yes, CashPundit is one of the first Cash Flow Management (CFM) softwares in the world that provides sales, receivables, and collections reports on smartphones.

We adopt industry appropriate data collection, storage and processing practices, and security measures to protect users’ personal Information. These security measures include password protected directories and databases, encryption of key fields in the database, SSL (Secure Sockets Layered) technology, and IP based access restrictions. Our servers are hosted on Oracle Cloud and backed up daily.

If your ERP or accounting software supports multi-currency, the same gets reflected in CashPundit.

You can decide from which email ID you want to send emails to your customers. You can configure CashPundit to send emails from your Gmail, or your business email ID.

CashPundit is right for all business that sell on credit. Please refer our Benefits section to see how CashPundit can help your business.

ERPs record transactions that have already taken place and give you the reports. These reports are like post-mortem reports. Almost all controllers and CFOs use Excel to manage their collections and cash flows. CashPundit integrates with ERPs and automates the entire collections and cash flow management process. Please refer to our Features section to see how CashPundit is different from ERPs.

Yes. we will be delighted to give you a demo of CashPundit. You can schedule an online demo here.
https://bookdemo.cashpundit.com/

Yes. A user can login to CashPundit from web, smart phone or tab with one user license.

CashPundit is very user friendly. We offer product training at the time of implementation. Further, we also provide on-demand support through phone, email and audio / video conference calls. For any specific support requirements, please email us on support@cashpundit.com.

CashPundit is very to use and implement. It can be implemented within a couple of hours in case of ERPs with which CashPundit is integrated. Immediately after implementation, we provide training so that users can start using CashPundit immediately. Customers are able to make full use of CashPundit within a couple of days and start seeing benefits within a couple of weeks.

Yes, we provide support via email and audio / video conference calls (Zoom/Skype/WhatsApp) to all our customers. In addition, we provide telephonic support to Indian customers only.

No. We only read data and do not write back any data into your ERP or accounting software.