Modern White-Glove Service
Modern White-Glove Service
Modern White-Glove Service
Expert help for businesses modernizing payments and operations
Expert help for businesses modernizing
payments and operations
Expert help for businesses modernizing payments and operations
Cashflow is best known for automating AR/AP, collections, and reconciliation. But many businesses also need help connecting systems, improving workflows, choosing the right payment setup, or modernizing how they sell in-store and online.
This is where our services team comes in.
We help businesses scope practical solutions around integrations, workflow automation, point-of-sale, and eCommerce — with a focus on reducing manual work, improving control, and making better use of the systems already in place.
Cashflow is best known for automating AR/AP, collections, and reconciliation. But many businesses also need help connecting systems, improving workflows, choosing the right payment setup, or modernizing how they sell in-store and online.
This is where our services team comes in.
We help businesses scope practical solutions around integrations, workflow automation, point-of-sale, and eCommerce — with a focus on reducing manual work, improving control, and making better use of the systems already in place.
Services Grid
Services Grid
Custom Integrations
Custom API and payment workflow solutions for businesses with unique operational requirements.
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Workflow Automation
Reduce manual work and improve finance operations with smarter workflows and better software alignment.
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Point-of-Sale Consulting
Find the right in-person payment setup for retail, field service, and multi-location operations.
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eCommerce Consulting
Choose the right online selling and payment stack for your business model and growth plans.
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Why work with Cashflow
Why work with Cashflow
Most consultants understand software. Fewer understand what happens before and after a payment.
Cashflow’s advantage is that we understand the back-office side of the transaction:
how payments are requested
how collections are managed
how approvals happen
how transactions settle
how data syncs to accounting or ERP
how reconciliation gets cleaned up
That matters because the real operational pain is rarely just taking a payment. The real pain is getting everything to work cleanly around it. Internal strategy and product conversations repeatedly anchor the value around reconciliation automation, operational fit, and payment-agnostic workflow control.
Best Fit For
These services are best suited for businesses that:
have manual finance or operational workflows
use legacy ERP, POS, or accounting systems
manage multiple locations, entities, or merchant accounts
need custom payment or reconciliation workflows
want practical advice tied to operational outcomes, not generic software recommendations
Not Idea For
Very small businesses looking for a cheap website, a basic card terminal, or a generic freelancer-style dev shop.
Need help modernizing payments and operations?
Talk to Cashflow about the right path for your business.
Success Stories
Psycho Bunny
"Using Cashflow.io has been great for our business. Their service has streamlined our workflows and improved efficiency. I highly recommend Cashflow.io for any business seeking a secure, reliable and user-friendly payment processing solution."
Fenplast
"Fenplast has been using the Cashflow.io platform for a few years now. The Cashflow.io platform is easy to use for both employees and customers. Customers like it when it's easy and secure, and they've given us proof. The Cashflow.io team is attentive, listens to its customers and above all is very cooperative."
Station Grill
"Using Cashflow.io has made it simple to receive payments of invoices from US and Canadian customers with multiple payment methods. The platform simplified our transaction process, saving our accounting team precious time."
Your security is our top priority!
Cashflow.io ensures top-tier security and privacy, upholding international banking standards with bank-level encryption, data privacy, and real-time authentication for each transaction. Only retains data for as long as required under regulatory guidelines. Data retention timelines are defined and processes in place to comply with data deletion requests from customers & partners.
Secure & encrypted
Advanced encryption (HTTPS with RSA 2048 and SHA 256, AES 256) for data transmission and storage. Servers are maintained in certified data centers, compliant with PCI and SOC guidelines.
Security audit program
Regular internal and external audits ensure PCI-DSS compliance, protecting sensitive data. Cashflow.io does not store sensitive information, instead using Level 1 PCI Compliant Payment Service Providers.
International standards
ISO 27001 was developed to help organizations, of any size or any industry, to protect their information in a systematic and cost-effective way, through the adoption of an Information Security Management System (ISMS).
Explore More Features
Frequently Asked Questions
How long does it take to get started?
What is included in the demo platform?
Is Cashflow.io secure?
What is Cashflow.io’s Pricing?
Getting started with Cashflow.io
Step 1
Sign up for Free to access our Demo Platform.
Register for free, no credit card required, to access our demo platform by simply entering your name, email, and password.
Step 2
Verify your email and your company
In order to filter out pesky bots, we ask that you verify your email and provide some basic company info.
Step 3
Explore our platform
Explore freely in our demo platform, an enclosed sandbox environment and it’s 100% safe where you can preview some of our main features.
Step 4
Best plans for your business.
We offer multiple options tailored to accommodate any specific requirements you may require.
Step 5
LET’S GOOOOO!
You’re ready to rock and roll! Automate your processes and elevate your business to the next level.
Success Stories
Psycho Bunny
"Using Cashflow.io has been great for our business. Their service has streamlined our workflows and improved efficiency. I highly recommend Cashflow.io for any business seeking a secure, reliable and user-friendly payment processing solution."
Fenplast
"Fenplast has been using the Cashflow.io platform for a few years now. The Cashflow.io platform is easy to use for both employees and customers. Customers like it when it's easy and secure, and they've given us proof. The Cashflow.io team is attentive, listens to its customers and above all is very cooperative."
Station Grill
"Using Cashflow.io has made it simple to receive payments of invoices from US and Canadian customers with multiple payment methods. The platform simplified our transaction process, saving our accounting team precious time."
Your security is our top priority!
Cashflow.io ensures top-tier security and privacy, upholding international banking standards with bank-level encryption, data privacy, and real-time authentication for each transaction. Only retains data for as long as required under regulatory guidelines. Data retention timelines are defined and processes in place to comply with data deletion requests from customers & partners.
Secure & encrypted
Advanced encryption (HTTPS with RSA 2048 and SHA 256, AES 256) for data transmission and storage. Servers are maintained in certified data centers, compliant with PCI and SOC guidelines.
Security audit program
Regular internal and external audits ensure PCI-DSS compliance, protecting sensitive data. Cashflow.io does not store sensitive information, instead using Level 1 PCI Compliant Payment Service Providers.
International standards
ISO 27001 was developed to help organizations, of any size or any industry, to protect their information in a systematic and cost-effective way, through the adoption of an Information Security Management System (ISMS).
Frequently Asked Questions
How long does it take to get started?
What is included in the demo platform?
Is Cashflow.io secure?
What is Cashflow.io’s Pricing?
Getting started with Cashflow.io
Step 1
Sign up for Free to access our Demo Platform.
Register for free, no credit card required, to access our demo platform by simply entering your name, email, and password.
Step 2
Verify your email and your company
In order to filter out pesky bots, we ask that you verify your email and provide some basic company info.
Step 3
Explore our platform
Explore freely in our demo platform, an enclosed sandbox environment and it’s 100% safe where you can preview some of our main features.
Step 4
Choose a plan most suitable for your business
Our pricing structure are determined by monthly volume and risk profile. We offer multiple options tailored to accommodate any specific requirements you may require. Pick the one most suitable for you or try our unmatched 90-day free trial
Step 5
LET’S GOOOOO!
You’re ready to rock and roll! Automate your processes and elevate your business to the next level.
Explore More Features
Your security is our top priority!
Cashflow.io ensures top-tier security and privacy, upholding international banking standards with bank-level encryption, data privacy, and real-time authentication for each transaction. Only retains data for as long as required under regulatory guidelines. Data retention timelines are defined and processes in place to comply with data deletion requests from customers & partners.
Secure & encrypted
Advanced encryption (HTTPS with RSA 2048 and SHA 256, AES 256) for data transmission and storage. Servers are maintained in certified data centers, compliant with PCI and SOC guidelines.
Security audit program
Regular internal and external audits ensure PCI-DSS compliance, protecting sensitive data. Cashflow.io does not store sensitive information, instead using Level 1 PCI Compliant Payment Service Providers.
International standards
ISO 27001 was developed to help organizations, of any size or any industry, to protect their information in a systematic and cost-effective way, through the adoption of an Information Security Management System (ISMS).
Success Stories
Psycho Bunny
"Using Cashflow.io has been great for our business. Their service has streamlined our workflows and improved efficiency. I highly recommend Cashflow.io for any business seeking a secure, reliable and user-friendly payment processing solution."
Fenplast
"Fenplast has been using the Cashflow platform for a few years now. The Cashflow platform is easy to use for both employees and customers. Customers like it when it's easy and secure, and they've given us proof. The Cashflow team is attentive, listens to its customers and above all is very cooperative."
Station Grill
"Using Cashflow.io has made it simple to receive payments of invoices from US and Canadian customers with multiple payment methods. The platform simplified our transaction process, saving our accounting team precious time."
Frequently Asked Questions
How long does it take to get started?
What is included in the demo platform?
Is Cashflow.io secure?
What is Cashflow.io’s Pricing?
Getting started with Cashflow.io
1
Sign up for Free to access our Demo Platform.
Register for free, no credit card required, to access our demo platform by simply entering your name, email, and password.
2
Verify your email and your company
In order to filter out pesky bots, we ask that you verify your email and provide some basic company info.
3
Explore our platform
Explore freely in our demo platform, an enclosed sandbox environment and it’s 100% safe where you can preview some of our main features.
4
Best plans for your business.
We offer multiple options tailored to accommodate any specific requirements you may require.
5
LET’S GOOOOO!
You’re ready to rock and roll! Automate your processes and elevate your business to the next level.
Explore More Features
Cashflow
.io
Cashflow.io 2024 © All Rights Reserved
Cashflow
.io
Cashflow.io 2024 © All Rights Reserved
Cashflow
.io
Cashflow.io 2024 © All Rights Reserved