Delegate urgent file-quality alerts as soon as the system flags them.
User-specific dashboards for triage.
Every employee sees a custom feed of notifications—from unresolved reconciliations to overdue accounts—so they focus on what matters first.
Instantly create tasks directly from alerts.
CashIO generates alerts for file quality, business performance, cash management, and upsell opportunities—and you can turn any alert into a task with one click.
Comprehensive scorecards for each entity.
Track file quality, performance, and cash metrics with entity-specific scorecards that let you deep-dive into any client’s data in real time.
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