Use cases

Create multiple templates per organization to provide specific bill formats per department, customize the look, feel and text of your bill to adhere to legal requirements and please your customers.

Easily collect customer contact information and forward bills to them and collect payments remotely. Ensure your clients can access their bills and keep track of expenses.

Get exact earnings, tax owed for all your sales, track unpaid bills. Ensure all data is correct and automate your accounting workflow. Enable accountant access easily.

Create customers and attach bills to them, track per-client earnings and generate reports. Ensure your customers can be found again even after years.

Create logs and observations for customers and ensure no related context is lost, such as special orders or bad behavior. Attach files and track bills to ensure all data is preserved.

(Coming soon!) Analyze customer spending, sold products and payment habits.

Accept card payments by connecting card readers from multiple providers such as Stripe and SumUp. Create a bill and initiate an in-person payment then automatically collect the payment.

Create bills and send payment requests by email to your customers to remotely collect payments. Bill status is automatically updated upon successful payment.

Directly use your own payment providers by passing your API keys. CashTrack does not charge a commission on payments from payment gateways.

Create a restricted user for your accountant to verify all payment data for easy secure auditing.

Generate reports for your accountant's preferred data format. Bundle all PDF bill and expenses into a single .zip file.

Upload bills and automatically extract costs and tax. Calculate net earnings easily to get a precise overview of your business performance.