An image with the title: "Cash Management: Budgets & Banking Aggregation" in a box
An image with the title: "Cash Management: Budgets & Banking Aggregation" in a box
An image with the title: "Cash Management: Budgets & Banking Aggregation" in a box

Summary

Table of contents
Table of contents

Manage your cash flow in real time

Marjorie Marthely

Jul 8, 2024

Cash Management in Business

Nearly one in two French leaders believes that their company will no longer be viable in 10 years if it continues on its current trajectory without changing its strategy. So how can they face this challenge? It is a major challenge that many leaders are facing.

In light of the current situation, French companies seem eager to take action.
61% of French companies plan to invest in automation software and 55% in advanced technologies (cloud, AI, etc…)

Unfortunately, regarding cash management, still 90% of leaders do not use the right tools: some prefer Excel, which is tedious, time-consuming, and can sometimes lead to errors.

From this observation, we understood that leaders needed a tool capable of automating the creation of a cash flow forecast in a clear and simple manner.

At Qotid, our primary goal is to provide you with an all-in-one solution to manage your business. That’s why our team works tirelessly to bring you all the necessary features for managing your company on one single platform. Following the recent release of our purchase module, we are proud to offer you our new cash management product.

This new product will allow you to track the developments in your cash flow and anticipate the future of your business. We will tell you more right away.

Synchronize Your Banks & Centralize All Your Bank Flows

You can connect your bank from a choice of more than 200 banks in just a few seconds. Once all your cash flow is centralized, you will be able to manage it from a single location.

Customize Your Cash Flow Reporting 

Create your own categories and subcategories of income and expenses: categorize and classify all your transactions in a unique dashboard.

Create Your Cash Flow Forecast and Track Your Objectives

It only takes a few clicks to create your scenarios and forecasts.
Through your reporting, visualize: 

  • Your consolidated bank data.

  • Your cash inflows and outflows as well as your cash balance in real-time.

So, why not get in touch with one of our experts? It’s high time to equip yourself with the tool that will allow you to focus on your business and free yourself from these time-consuming tasks.

In Summary:

A large number of French leaders are concerned about the future viability of their business. To address this, 61% of French companies plan to invest in automation software and 55% in advanced technologies. However, regarding cash management, 90% of leaders do not use the right tools. Qotid offers an all-in-one solution for managing the enterprise, with a new cash management product that allows tracking the developments of cash flow and anticipating the future of the business. This product offers the ability to synchronize banks, centralize all bank flows, customize cash flow reporting, and create cash flow forecasts.

F.A.Q:

1. Why is it important to use a dedicated cash management tool?

It is important to use a dedicated cash management tool because it allows for real-time tracking of cash flow developments, anticipating future needs, and making informed decisions. Additionally, it avoids errors and tedious tasks associated with using unsuitable tools like Excel.

2. What are the advantages of Qotid's new cash management product?

Qotid's new cash management product offers several advantages such as bank synchronization, centralization of bank flows, customization of cash flow reporting, and creating scenarios and forecasts in just a few clicks. It also enables the visualization of consolidated bank data, cash inflows and outflows, as well as real-time cash balance.

3. Why choose Qotid for managing your business?

Qotid offers an all-in-one solution for managing your business, with various modules tailored to the needs of leaders. The team works tirelessly to provide new features and improve user experience. Moreover, by choosing Qotid, leaders can focus on their core activity and free themselves from time-consuming tasks related to business management.

Transform your daily life with complete simplicity management

Transform your daily life with complete simplicity management

Transform your daily life with complete simplicity management