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)
Wait, there are still more tools for small businesses to get stuff done shown here at the conference this morning.
CashView.com lets small business users see all their documents online. It's a service for sending and receiving invoices, approvals, and commenting on them. There's also a calendar that shows when money is due or to be paid to you. It lets you review and zoom in on documents. The docs get online by faxing them to CashView and they upload them for you. Some people might actually have to buy a fax machine first.
Batch Book is a contact organizer. Each employee has a profile with hire date, schedule, personal details and specific project assignments. Companies or clients can also have their profiles created. Business owners can see any communications sent to and from different clients or partners. Users can also create mailing lists, labels and e-mail lists and to-do lists.
PlanHQ says it will help a business achieve its business plan. Every action item is in the browser and linked to a company goal, so you don't get off track, apparently. Managers can set priorities and deadlines. It also shows the history of actions and what is coming up. Each employee has a profile of goals and action items, called "what's on your plate." Everyone can also see what everyone else on the team is scheduled to do. It also has a feature that shows projected profitability based on what different parts of the company (marketing and sales, finance, executives) are doing.
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