Focus on Kashflow – Banking and Quoting

In recent months we have mentioned our new partnership with bookkeeping software solution Kashflow and with a growing number of clients signing up or already using the system we thought it was about time to lift the lid on the product to help you understand how it can benefit your business.

Over the next few months we will pick a couple of key features and explain how they can be of benefit to you.

Automated bank feeds and ‘tick box’ bank reconciliation

Kashflow can be connected directly to your bank and import your transactions via a live feed, meaning the bank balances you see in Kashflow are up to date with your current position. Using the live feed it is easy to quickly match off expected and actual transactions. Kashflow will identify obvious matches and present them to you for reconciliation allowing you to quickly reconcile the bank without delay and without the need for paper statements or downloads.

Quoting and estimating

Kashflow is not just about recording sales, it can help you manage your pipeline too by allowing you to raise quotes, estimates or proformas. By using your invoicing system to raise early stage records of likely work and sales you can keep an eye on what opportunities are outstanding, making your sales process more efficient. When a sale is confirmed, quickly convert the quote to an invoice, send a confirmation order to the customer and you can even keep a copy of the quote for future use or for similar, regular orders.

The layout and design can be tailored to suit your company branding giving a professional feel to your customer communications.

Watch the intro video or find out more on the dedicated Kashflow page of our website.

Did you know that accountants are now able to manage probate? Read more here.