CashView: Useful small business invoice processor

Call me a killjoy, but I usually find it difficult to get excited about small business accounting software. I just took a look at CashView, though, and talked to a few people about what it does. It performs a much-needed function for small businesses and could save a lot of them a lot of time and hassle.

Here's what it does: When you get an invoice from a service provider, you either e-mail it (for PDFs; if it came as a Word or Excel file, convert it) or fax it (if it came in the mail) to the address or number that CashView set up for you. Then you go online to handle the paperwork, attaching the account information, the payee, the amount, the invoice terms, and the name or names of the people in your company who need to approve the bill.

CashView stores and routes invoices.

Cashview then routes the bill to the person who needs to approve it, and it also stores all the information about the bill along with an image of the bill in your account.

Once bills are approved, the system will pay them on the dates you wish, by transferring funds from your business checking account to payees. It also integrates with QuickBooks and QuickBooks online (I did not test this).

The service tracks payment status. It has a full list of reports, too.

Assuming that this startup company doesn't go belly-up and lose all your data, using CashView means that once you've got a bill stored in it, you can throw out the paper copy. CashView can help make a small business more paperless and streamline payment processing.

It's a simple, nicely executed service. My only nitpick is that it will be priced at $1 per bill processed after the current free beta period. Although that probably represents a great value considering how much time it saves, I see penny-pinching small business owners cringing every time they send an invoice through the system.

I would not be at all surprised if Intuit or Microsoft acquired this business.

(Previous coverage from DemoFall)

[Lenk 2 It]

Don't see a real need for this

This just seems to add one more step to the bill payment process. I find it just as easy to input the bill into QuickBooks, setting a pay by date, then once a week, pay all bills that are due. Most are paid online, so once the info is transmitted, the bill goes into the file cabinet. Course that is just me.

[dantelayton]

Buyer Beware!

Intuit has a website called QuickBooks Solutions Marketplace (www.marketplace.intuit.com). A quick keyword search for CashView showed no results and that's a reason to be suspect about how well CashView integrates with QuickBooks software.

However, if you navigate to "Search Software Solutions" and select the tab "By Business Need" QuickBooks users who are looking for this type of integration that's QuickBooks approved will find some good solutions under "Document and Image Management".

CNG Books is a great solution for businesses on a network and for smaller businesses not on a network PaperSave is pretty nice also. You can check out reviews of these third-party QuickBooks integration products at www.dantelayton.com.

[dantelayton]

Buyer Beware!

Intuit has a website called QuickBooks Solutions Marketplace (www.marketplace.intuit.com). A quick keyword search for CashView showed no results and that's a reason to be suspect about how well CashView integrates with QuickBooks software.

However, if you go to the QuickBooks Solutions Marketplace and navigate to "Search Software Solutions" and select the tab "By Business Need" QuickBooks users who are looking for this type of integration that's QuickBooks approved will find some good solutions under "Document and Image Management".

CNG Books is a great solution for businesses on a network and for smaller businesses not on a network PaperSave is pretty nice also. You can check out reviews of these third-party QuickBooks integration products at www.dantelayton.com.