Cashflow is a comprehensive in-house contract management system that streamlines client onboarding, invoicing, payments, and compliance tracking for firms. It transforms fragmented financial operations into a unified system — giving firms complete visibility over client contracts, receivables, and cash positions.
✍️ Digital Contract Signing E-signatures with full legal compliance and audit trails — eliminating paperwork and ensuring every agreement is traceable, timestamped, and regulation-ready.
🧾 Automated Invoicing Smart invoice generation with scheduling and multi-format delivery (PDF, email, SMS) — reducing manual effort and ensuring clients receive bills on time, every time.
💳 Payment Gateway Integration Razorpay and UPI support with real-time transaction tracking — giving firms instant visibility into payment status and reducing follow-up overhead.
🖥️ Client Portals Self-service portals where clients can access documents, view payment history, and track contract status — reducing back-and-forth communication significantly.
📊 Cash Flow Analytics Revenue forecasts, overdue alerts, aging reports, and trend dashboards — turning raw financial data into actionable business intelligence.
🔐 Role-Based Access Control Granular Admin / Client / Vendor permission controls — ensuring sensitive financial data is only accessible to the right people at the right time.