KashFlow from Cannon Moorcroft
Your Subtitle text

 

KashFlow Add-ons

KashFlow Integrations

Listed below are some of the available add-ons. This list gets bigger every month.

  KashFlow on your iPhone
  Payroll (3)
Time and/or Project Management (6)
  Fully Managed Payroll Processing (2)
Card Processors (13)
  E-commerce Systems (6)
  Receipt Processors (3)
  CRM (4)
  Other (9)


 KashFlow on your iPhone

  • Create, review and email invoices
  • Create new receipts, including the ability to upload a photo as an attachment
  • View a list of unpaid invoices
  • View a list of overdue invoices
  • View bank account balances
  • View your financial overview
  • Access your list of customers, along with contact details
  • View reports


 

Add-ons - Payroll

12Pay - Payroll Software

MyPAYE

  • Fully HMRC accredited.
  • Fully integrated to update KashFlow with journal entries in real-time.
  • No up-front costs, Pay As You Go.
  • Integrated one click Online BACS payments with automated authorisation controls.
  • Email payslips or print onto plain paper or security styles.
  • The more employees you have, the less you pay.
  • Free online support, live in built support system.
  • No backups or updates to worry about - all done automatically.
  • No contract or license fees.
  • Built-in HR functionality.
  • Electronic end of year filing, live HMRC notice updates.
  • Support for P9D, P11D, attachment orders, disciplinary, etc.

For a 60 day free trial, please click here.


The Payroll Site - Payroll Processing

The Payroll Site - Payroll ProcessingThe Payroll Site is an online payroll service that puts you in control.

The software is accredited by HM Revenue & Customs and you can be sure it is always up to date with the latest tax rules and rates.

Their unique online system puts you in control:

  • Log in securely from any Internet-connected computer
  • Calculate and print payslips whenever and wherever suits you
  • Never worry about upgrades again!

Features:

  • First month free, with no obligation
  • No software to install
  • Instant payslips, printed onto plain paper
  • Send figures direct to your KashFlow account
  • Electronic year end filing included
  • Always up to date with the latest tax rules and rates
  • Accredited by HM Revenue & Customs
  • Online help, guides and FAQ list
  • Includes technical support by phone and email

For up to 5 employees, the cost is just £5.75/month, excluding VAT. 
Larger employers pay an additional £1 per extra employee per month. 

To sign up for your free trial account, please visit www.thepayrollsite.co.uk


 

Add-ons - Fully Managed Payroll Processing

I-PAY - Managed Payroll Service

Exclusive Special Offer for KashFlow customers

Payroll 360 is a discounted payroll service from I-PAY exclusive to KashFlow customers with 10 employees or less. It includes free setting up, free payroll year-end, one low price, full support and more. 

For more information, visit the I-Pay Website by clicking here:

payroll360

PayEscape - Payroll Processing

 

Add-ons - E-commerce Systems

Carry The One

Orders received by your store will generate invoices and customer records in your KashFlow account instantly.

Features include:

easywebstore

Features

easywebstore includes:
  • Fully automated KashFlow integration
  • Fully automated KashFlow integration
  • Over 10,000 fully customisable templates
  • Automatic upgrades
  • No software to download or install
  • Easy and simple to use
  • No setup fee, no commissions and no listing charges
  • Accepts credit cards online
  • Complete solution with nothing else required
  • No contract
  • Free technical support

All orders through your easywebstore shop will be automatically added to your KashFlow account, including customer details and order totals - keeping your books up to date has never been easier.

Exclusive Discount for KashFlow customers

We’ve negotiated a special discount for KashFlow customers that get up and running with easywebstore.

If you register for your easywebstore now then you will qualify for a 50% reduction in system setup fee.

FreeWebStore

Features:

  • KashFlow integration.
  • Simple to setup, easy to manage.
  • It's free! No setup fees, no commisions, no trial period.
  • Dedicated help website at http://help.freewebstore.org.
  • Friendly Customer Support team there to help you get started.
  • Customisable designs.
  • Regular updates and new features.
  • Optional upgrades available - let your store grow with your business.
Sign-up for your store, add your products and start making your fortune with FreeWebstore.org today.

For more information, visit: http://www.freewebstore.org/website/kashflow.html 

Internet Retailer Web shops

Open Mind commerce

Features

The Open Mind Commerce software has everything you could possibly need, including:

  • Search engine friendly URLs
  • Discount coupons
  • Easy to use administration interface
  • Dynamic sitemap generation
  • Newsletter
  • Fully customisable
  • Order management
  • Support for multiple payment gateways
  • Powerful search facility
  • FAQ, News and Links section

Exclusive Discount for KashFlow customers

Note: No discount is available if you opt for the monthly option

VPASP Sync for KashFlow

 

Add-ons - CRM

Capsule

Discount available for KashFlow customers. 

Features

The best way to see if it fits the bill for your business is to take their offer of a 30 day free trial. Here's a summary of how Capsule extends KashFlow:

Keep track of your contacts and their history such as conversations you had with them, emails, documents and other files you have shared with them

Manage your sales opportunities by recording them in Capsule and keeping track of progress. The sales dashboard includes sales forecasts, statistics and activities to help monitor the health of your business and stay on top of sales opportunities.

Better manage customer service requests by creating cases to record the request, actions, progress and outcome.

Make sure things get done by creating tasks and sharing them with co-workers.

Create lists of customers and opportunities with powerful search filters.

If required, it's easy to customise Capsule by adding your own custom fields and tags to categorise contacts.

By integrating Capsule with KashFlow you get the bigger picture about each customer with history, sales opportunities and invoice information summarised in a single screen. From this customer dashboard you can click through to more detailed information such as progress on sales opportunities, or invoice statuses. 

Sign up here.

InTouch CRM

Really Simple Systems

  • Keep track of all your customers and prospects
  • Make sure that leads always get followed up
  • Manage your business with sales pipeline reports
  • Get more business by marketing to your customers and prospects via email and other campaigns
  • Track the effectiveness of all your marketing campaigns including Google Adwords

Really Simple Systems seamlessly integrates into KashFlow allowing you to see Customer Account information from within your CRM system, and allows you to create KashFlow Quotes and Invoices with just the click of a button.

With over 1,500 users, Really Simple Systems is the largest UK provider of web based CRM.

Really Simple Systems, winner of the Software Satisfaction Award 2008 Small Business Software CRM, is the largest United Kingdom provider of hosted CRM systems with offices in the UK, North America and Australia. Users include the Royal Academy of Arts, the British Library, the Red Cross, NHS and the Department of Health as well as many small and medium sized companies.

Really Simple Systems offers a free 30 day trial of their CRM system.

WeCanDo.Biz Social CRM

 

Add-ons - Time and/or Project Management

Connect2Field

Features

Below are some of the features available with Connect 2 Field.
  • Client Management
  • Schedule your staff
  • Dispatch to a mobile phone or PDA
  • Manage your jobs
  • View your staff location on map
  • Product Management
  • Billing Module, Download your invoices to KashFlow
  • Purchase Orders
  • Inventory Management
  • Reporting
  • Customer Login
  • Email & Phone Support
  • Access anywhere online
  • Pay by credit card
  • Cancel online at any time

FreshBooks

By connecting FreshBooks to your KashFlow account you can automate the copying across of invoices and customers from your FreshBooks account to your KashFlow account. If the FreshBooks invoice is paid this will also be copied across or if the invoice is paid at a later date then you’ll be able to apply that payment, along with all of the details, to the relevant invoice in KashFlow.

It even maps your items in FreshBooks to your Sales Types in KashFlow. If you update an invoice in Freshbooks that’s already been copied to KashFlow then this is identified and you’re given the opportunity to copy the changes across.

Why?

There are a number of reasons you might want to do this. You may want your historical invoicing and customer data to sit alongside the rest of your accounting information and then keep it in synch for the future. This integration allows you to easily copy across all of your existing data into KashFlow

Or you may want to use FreshBooks specifically for your invoicing (it’s very flexible and we have a lot to learn from them) and have that data automatically feed into your accounting system.

Alternatively, you might want to allow one or more of your staff to enter invoices and customers but not view the rest of your accounting data. If this scenario you can give them access to a FreshBooks account and set up KashFlow to pull across invoices, customers and payments. Whilst only allowing yourself to log in to KashFlow and view all of your data..

Pricing

We don’t charge any extra for the integration and you can integrate up to 5 individual FreshBooks accounts with a single KashFlow account. FreshBooks itself offers free accounts with some restrictions on the number of clients you can manage but they also offer paid-for accounts with higher limits.

To get started just log in to your Kashflow account, click the Settings tab and select the “FreshBooks Integration” option.

Paymo

ProWorkflow

KashFlow Integration

Features

Free Trial Account

Try the ProWorkflow solution for yourself and see the benefits. All trial accounts can be converted to live subscription accounts with your trial data imported.

Industries

ProWorkflow has been designed to suit the needs of service companies from 1-50 users although we have an advanced (hierarchal)offering for larger companies of 50+ users.

ProWorkflow with KashFlow integration creates a great multipurpose solution for many industries. Here are some industries currently benefiting:

TallyPro

  • Professional – where the cost ledger is referenced directly to the client with optional separate matters defined.
  • Commercial – where the cost ledger uses job / project numbers with optional subsidiary codings defined - any number of jobs can be linked to individual Clients.
  • Transfer of client (customer) and contact information between the two applications. For example, clients can be created as prospective within TallyPro and then transferred to KashFlow when they become live. The synchronisation process is automatic updating existing clients at the same time as creating new ones. The process is also bi-directional updating and adding where required.
  • Invoices created within TallyPro can be posted to KashFlow updating all relevant ledgers (e.g. Sales, Nominal, VAT ledgers). Invoices created within TallyPro can be generated from, and allocated to, individual time and expense items ensuring that Work In Progress is always under control. Once created and transferred, invoices and statements can be printed from within KashFlow.
For a full list of features, and details of our 30 day free trial, please visit the TallyPro web site - http://www.tallypro.co.uk/

WorkflowMax - Time, Job and Project Management

"After adopting WorkflowMax, our day to day tasks of managing our time and jobs have become much easier and less tedious. The team at WorkflowMax has also shown great interest in developing the product further and have recently added new reports and the ability for our clients to log in and see their details at our request."
Jochen Daum, Automatem.

Demonstration

Features

WorkflowMax has a wide range of features that extend upon and add to the accounting features in KashFlow..
The best way to see if it fits the bill for your business is to take their offer of a 14 day free trial.
  • Timesheet creation
  • Job Tracking
  • Project Management
  • Collaboration
  • Reporting

Industries

WorkflowMax has been designed for small to medium sized, service based companies.
If you invoice for time and costs then a combination of KashFlow and WorkflowMax is ideal for you:
  • Creative - Advertising, Public Relations, Graphic Design
  • Engineers
  • Software Development
  • Plumbers
  • Architects
  • Interior Designers
  • Consultants
  • Lawyers
  • Electricians

 

Add-ons - Card Processors

 

Add-ons - Receipt Processors

Keebo

How does it work?

  • Send us your receipts or any documents relating to a purchase
  • Post, email, fax or snap them with your mobile – or we can even organise a secure collection
  • We sort out and scan everything and extract all the relevant data.
  • You log in at www.Keebo.com to view, manage and export your receipts.
  • You can try 50 receipts free – and Keebo service plans are unbeatable value!

Keebo & KashFlow

  • Sync Keebo with your KashFlow account so you don’t have to do a thing. Any receipts you send to Keebo will automatically appear in your Kashflow account as soon as we process them. It couldn't be easier!
  • Keebo extracts all the data on the receipt – Retailer name, purchase date, payment method, each item name/price, subtotal, VAT, any discounts/service charges/delivery costs and total – so you don’t miss a thing!

Why Keebo?

  • Selected categories in your Keebo account can be shared simply and securely with your accountant as well as other Keebo users of your choice (eg flatmates, co-workers).
  • Keebo is fully registered under the Data Protection Act

Receipt Bank

How does it work?

1. We gather your receipts. You can:
    - post them to us in our freepost envelopes
    - upload them directly into our online software


2.
We scan them.
    - scanned receipts are accepted by HMRC


3.
We process them
    - we extract the key data from each receipt: payee, value, date, etc.

4.
We safely and securely store the scanned receipts and the receipt data
    - the data is available for you to view, review, search and download

5.
You can publish you receipt data directly into KashFlow!

Our aim is to reduce the time and money you spend dealing with your expenses.

Try it now for FREE

ReceiptAngel

"I used to hate this job - it took me hours finding my receipts let alone typing them up. Now it's simple and seamless " Stephen Jones, IFA.

Straight into KashFlow

Rather than risk losing your receipts through the month ReceiptAngel makes it effortless to scan as they come to hand.

You can either add additional information (supplier, Outgoing Type, etc) yourself, or have an Angel do it for you.

The scanned image and any added information passes seamlessly into KashFlow and shows in your list of purchases.

If you need to process receipts then ReceiptAngel is for you:

  • Small Business Owners
  • IFAs
  • The restaurant and catering trade
  • Road warriors, reps and sales-people
  • Consultants
  • Lawyers
  • Plumbers & Electricians
  • Bookkeepers & Accountants
  • Networkers

See this short video to see how it works.

Support for Business Cards too

ReceiptAngelAs well as receipts, ReceipAngel helps you easily process other documents aswell, including Business Cards which can be converted into Customer or Supplier records.

  • Business Cards
  • Receipts
  • Documents (up to A4)



Use any Scanner

ReceiptAngelThe ReceiptAngel system is compatible with any scanner, although ReceiptAngel recommends (and can provide) a lightweight and portable scanner (pictured).

It can be comfortably carried with you in your laptop bag so you can take full advantage of the ability to access ReceiptAngel and KashFlow on the move.


Free 14 day trial

You can try ReceiptAngel totally free of charge or obligation for a full 2 weeks. Click the image below to try it now.

 

Add-ons - Other

Automated accounting for PayPal and eBay

BookingBug

It's easy to use so you can started quickly and without complex set-up or training. Like KashFlow, BookingBug is a pay-as-you-go service, so there's no long term lock-in and just one easy monthly fee while you use the service.

Features include:

BookingBug is quick and simple to sign-up and is free to trial for 14 days. Here's a summary of how BookingBug works with KashFlow:

  • Take online payments for services, resources or events and feed transaction directly into KashFlow!
  • Keep track of your contacts and their booking history such as event tickets purchased, classes attended, rooms rented.
  • Any business can feed their bookings, reservations, or request-for-quotes directly into KashFlows account system to keep accounts up to date and accurate!
  • Use BookingBug to easily offer any type of service or resource online, and then push your calendar to multiple sites while still keeping track of all payments in one easy spot with KashFlow.

By integrating BookingBug with KashFlow you get a distributed network of affiliates were you can advertise your real-time availability and take bookings instantly.

Getting Paid - Automated Debt Management

MailChimp

Permalink

QuickSnap - No more lost receipts!

Setting up

Create a supplier in your KashFlow account, perhaps called “Unprocessed Receipts”.
Then add a new nominal code (or Outgoing Type) , perhaps called “Misc Expenses”

Then fire up the app and in the settings screen you choose the supplier and code you just created and also enter your name.

Your app is now configured for use.

Usage

ViaPost

WHMCS