Intuitive and easy to learn
KashFlow is designed to help make running small business (and larger companies) easy, without you needing any accounting or bookkeeping knowledge. So you’ll be able to pick it up quickly.
You can use KashFlow anywhere
KashFlow is “cloud hosted”, which means you can use it wherever you have internet access. That’s really convenient for any size business from small to large, especially if you have staff in different locations. Or, if you’re visiting a prospect and want to issue a quote, there’s no need to wait until you return to your office. It can be used on your smartphone, letting you create quotes on the go that you can email directly.
It also means that, if your computer goes kaput (a nightmare for small businesses) the accounting data for your business is safe – because it’s hosted on secure servers.
Quick & easy to set up
Because KashFlow is online, there’s no download required. We can help you get registered and started. Then just log in from your chosen device and begin using it. We can see your information from the office – so you don’t need to send us backups – you can call us if you have a problem and things can be quickly resolved.
Transfer your existing bookkeeping and invoicing data
If you’re a Quickbooks or Sage user, you can transfer all your small business data into KashFlow. Or, if you use spreadsheets like Excel, you can import data such as invoices, customers and transactions quickly and easily.
Creating invoices is easy
The software is customisable, and with a few clicks of your mouse, you can edit the look, content and layout of invoice templates to suit your brand.
Invoices can be scheduled and sent out automatically. You’ll even be alerted by email when an invoice is overdue for payment.
Someone not paying what they owe you? If you run a small business, it’s crucial to stay on top of what money you’re waiting for. When you log in to KashFlow, you will instantly see how much you’re owed and how much of it is overdue. There are three pre-written reminder letters, which the system can send automatically to people who are late paying you.
Quotes and estimates at the press of a button
These are created the same way you’d create an invoice. And, if your quote is accepted by the customer, press a button and it turns into an invoice!
All the reports, charts and graphs you’d ever want
As well as providing Profit & Loss, Balance Sheet and Trial Balance reports, there are a wide range of other graphical reports. This means that, even if you’re not finance-savvy, you’ll know how much you’re spending, how much customers are spending with you, and have a better picture of how your business is performing day-by-day, week-by-week, month-by-month.
As well as allowing you to input as many purchases as you want, KashFlow can automate recurring purchases and let suppliers know by email when you’ve paid them.
You can set up all of the bank accounts you use in KashFlow, whether personal (for expenses) or business – and view their balances on the dashboard. Repeat transactions can be set up to recur at regular intervals and you can quickly record transfers between accounts. You can also set up Automatic Bank Feeds to import your bank transactions directly into KashFlow.
If you are interested give Janey or Colin a call to discuss getting started.