CashPundit

CashPundit is an award-winning cloud-based Cash Flow Management (CFM) software developed by CPAs. Founded in 2017 and headquartered in India, CashPundit aims to help businesses identify potential shortfalls in cash balances in advance to avoid cash flow problems. The software synchronizes with accounting/ERP software, fetching necessary data without manual entry. Its features include generating detailed projected cash flow statements, providing reminders for invoice follow-ups, automatic email reminders, salesperson-wise sales comparison, invoice-wise communication history with customers and vendors, managing Post Dated Checks (PDC’s), and more. CashPundit's unique selling points include being the only company to provide sales, receivables, cash inflow, and cash outflow reports on smartphones. It also allows users to send statements of accounts to customers through email and WhatsApp directly from their smartphones. Additionally, it provides restricted access to salesmen to follow-up and send statements of accounts to their customers. CashPundit's innovative approach to cash flow management and its user-friendly features position it as a valuable tool for businesses seeking to enhance their financial management efficiency and accuracy. With its strong emphasis on automation and accessibility, the company offers a compelling solution amidst the growing demand for effective cash flow management tools. As it continues to evolve, securing investment could further accelerate its growth and market reach within the Information Technology and Marketing industries.