The time and project management applications below provide additional functionality to that provided within KashFlow. They then automatically enter data into your KashFlow account so that you don't have to manually create invoices.

Please note that unless otherwise stated, these are products provided by other companies. We're not in a position to support or provide further information on these products.

To obtain more information, follow the links provided to visit the site of the company that provides the product.

Connect2Field

Connect 2 Field is a cloud based job management and scheduling system, designed for the rough and tumble of real world business. Get the competitive edge with instant exchange of jobs between your office and field workers; track, schedule, and modify data on the fly, with seamless inventory management, billing, and invoicing.

Connect 2 Field is an easy to use order entry & job management application, which is access directly through your web browser anywhere in the world.

Like KashFlow, Connect 2 Field is a pay as you go service with no lock in contracts.

Using Connect 2 Field and KashFlow together, invoices and payments are now recorded directly into your accounts.

Contacts and client information is updated in both your job management and accounting application. No more double handling, no more paper work.

With Connect 2 Field and Kashflow, we give you time back to focus on the more important things.

To see the advantages for yourself, try Connect 2 Field today with a 14 day free trial.

Features

• 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

To find out more information, please visit www.connect2field.com

FreshBooks

FreshBooks is a web-based time-tracking, expenses and invoicing solution. The integration between KashFlow and FreshBooks allows you to automatically copy across invoices, customers and payments from a FreshBooks account into a KashFlow account.

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

Paymo is a free web-based time tracking application. You can record time spent on projects and create the relevant invoice in KashFlow at the click of a button.

Register for your free Paymo account here.

ProWorkflow

ProWorkflow is world class web based project management software with fantastic task and time tracking tools. Using ProWorkflow you can automate processes, manage projects, tasks and time tracking on line, share documents and collaborate, track time with Widget as well as access your information at anytime from anywhere. The solution is designed to give you back control of your projects, tasks and time...And now it integrates with KashFlow!

The ProWorkflow solution is easy to use and setup and is intuitive so minimal training is needed.

TallyPro

TallyPro is a user-friendly and comprehensive time recording system that allows organisations to accurately record and cost time, expenses and billings against clients and projects.

The program is provided as a hosted web service. Users can access the program from any location, via the web or our desktop application.

TallyPro directly links with KashFlow enabling transfer of customers and contacts between applications and automatic posting of invoices created within TallyPro into the KashFlow ledgers.

TallyPro has features normally only found in enterprise scale time recording systems, yet is effectively priced to suit both small and large users. The design goals have been for fast and flexible data entry routines combined with powerful reporting and analysis options. Standard views of data can be filtered, sorted, searched and then exported to Excel or PDF formats.

TallyPro also supports two types of time recording and costing:

• 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.

TallyPro links directly with KashFlow allowing:

• 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.

WorkflowMax - Time, Job and Project Management

WorkflowMax is a web-based job and project management solution that streamlines business tasks.

From time sheets to job tracking to project management and document sharing - WorkflowMax reduces your administration hassle, saving your operation time and money. Best of all, it's seamlessly integrated with KashFlow.

Add-ons - Card Processors

 

Add-ons - Receipt Processors

These applications and services offer to take away the pain and hassle of dealing with expenses and purchases.

They all offer integration with your KashFlow account.

Please note that unless otherwise stated, these are products provided by other companies. We're not in a position to support or provide further information on these products.

To obtain more information, follow the links provided to visit the site of the company that provides the product.

Keebo

Keebo saves time dealing with receipts and expense documents. Send them in by freepost, email, fax or mobile and they do all the hard work.

They scan and extract all the data and provide a secure online account for you to view, manage, share and export them. Keebo can also publish your receipts directly into KashFlow.

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 reviewed and accredited by the Institute of Certified Bookkeepers. Click here for the review.
• Keebo is fully registered under the Data Protection Act

Try it FREE today!

Visit www.keebo.com for more info and sign up to send us 50 receipts FREE

Receipt Bank

Receipt Bank converts those annoying bits of paper - receipts - into data you, and your company, can use.

Receipt Bank gathers your receipts, scans them and processes them and then publishes your receipt data directly into KashFlow.

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

To learn more about the service and to take a free trial, please visit: www.receipt-bank.com

ReceiptAngel

ReceiptAngel is the quick and painless way of converting documents to data.
Simply scan your receipts and either tag them yourselves or have an Angel do it for you.
Your data and scanned receipt will then magically appear in your KashFlow account.

ReceiptAngel makes it simple and effortless to convert paper documents into accounting data.

It's perfect for scanning your receipts and passing the work on to someone else:

A ReceiptAngel saving you time, money and hassle.

Best of all it's seamlessly integrated with KashFlow.

"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

As 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

The 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

These are applications that integrate with KashFlow but don't fit into one of our existing categories

Please note that unless otherwise stated, these are products provided by other companies. We're not in a position to support or provide further information on these products.

To obtain more information, follow the links provided to visit the site of the company that provides the product.

Automated accounting for PayPal and eBay

This add-on service automatically copies information such as sales and customer info from PayPal directly into your KashFlow account.

For more information, click here

BookingBug

The complete online booking and reservation system for everyone.

Bringing your availability to more customers in real time to help your grow your business.

BookingBug is an online booking, enquiry and reservation systems for almost any business offering services. With our embeddable widgets your business's live information can go anywhere your clients find you!

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.

For more information and to get a 14-day free trial, visit www.BookingBug.com

Getting Paid - Automated Debt Management

The Getting Paid service connects to your KashFlow account to retrieve details of unpaid invoices. It then automatically chases these payments by contacting your customer. It's highly configurable so you can ensure the tone of the messages is exactly what you want.

Click here for more info

MailChimp

MailChimp is free and easy email marketing system. You can connect it to KashFlow to automatically copy across customer information ready for sending emails to.

Your accounting software contains a wealth of information about your customers. From how much they've spent, to when they last bought from you and how many times they've purchased.

With the integration between KashFlow and MailChimp you can now use that intelligence wisely.

KashFlow easily and seamlessly pushes all of this information into MAilChimp, an incredibly easy to use email marketing system. So you can send newsletters to all of your customers or target specific groups of customer with offers based on the information you have.

Best of all, there is no charge for any of this The integration is provided for free to KAshFlow users and for the vast majority of KashFlow users the free package from MailChimp is all you need.

To get started, go to the Settings tab in your KashFlow account and scroll down to the bottom of the page and click the MailChimp icon. The simple on-screen instructions will guide you through the set up process.

Permalink

PermaLink for KashFlow allows you to build secure links which give your customers direct access to their invoices in your KashFlow system. Create links to either specific invoices or all invoices past and future (unpaid and/or paid). Customers are greeted with a page listing all invoices they have access to with PDF download links for each or an option to download a single PDF document containing them all.

Click here for more information

QuickSnap - No more lost receipts!

One of the features that was really well received in our main iPhone app was the ability to take a photo of a paper receipt and upload it to your KashFlow account.

As the main app does so much more than that it's not optimised for that one task. So we decided to develop a single-purpose application for the iPhone designed specifically for getting snapshots of receipts into your KashFlow account as quickly as possible.

Here's how it works:

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

When you fire up the app you’ll have the option to use an existing photo or shoot a new one.

You can then(optionally) enter a description for the receipt.

Tap to send to KashFlow and a new receipt is created against the selected supplier and code.

The description you entered is used as the description followed by your name in brackets – so you can have multiple people using the app without back office confusion.

Your snapshot is attached to the receipt so when you are ready you can sit down and fill in the details.

Download this app for free here.

ViaPost

The ViaPost service lets you install a virtual 'printer' on your computer - anything you send to this printer is put in an envelope and delivered to the recipient. All for less than the price of a first class stamp. The KashFlow and ViaPost integration means you take advantage of this service to send invoices from anywhere without having to install the print driver.

For more information, log into your KashFlow account and go to Settings -> ViaPost Options

WHMCS

Create and customise your own FREE online store within minutes.

KashFlow is seamlessly integrated with FreeWebstore.org - When an order is placed on your store, the details are automatically sent to your KashFlow account!

WHMCS is an all-in-one client management, billing & support solution for online businesses. WHMCS handles everything from signup to termination, with automated billing, provisioning & management. 

This integration module was written by WHMCS themselves and is currently the only official integration from WHMCS to a web-based accounting application. 

The module copys across invoices and customer information from WHMCS into KashFlow. It then continues to update as new invoices and customers appear in WHMCS.

For more information, visit: http://wiki.whmcs.com/KashFlow_Accounting