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CredFlow

by CredFlow · Since 2019
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Active1+ countriesCloud
Quick facts
VendorCredFlow
Year launched2019
StatusActive
LocationD‑9, Vyapar Marg, Block D, Sector 3, Noida, Uttar Pradesh – 201301, India
Countries served1+
Languages1
Integrations2+
Free tierN/A
Free trialN/A
Contact salesN/A

About CredFlow

CredFlow is a financial software platform from CredFlow that supports accounts receivable management. It combines invoicing, payment tracking, and credit risk assessment so businesses can manage their cash flow effectively. The platform provides tools for automated reminders, customizable invoicing templates, and real-time payment status updates. This helps users maintain better control over their receivables and improve overall financial management. Key capabilities: invoicing payment tracking credit risk assessment automated reminders customizable templates Best for: businesses that need to simplify their accounts receivable processes.

CredFlow is a cash flow management and receivables automation software tailored for businesses using Busy or Tally ERP systems. It helps reduce the average collection period by 22% through automated payment follow-ups via SMS, Email, IVR, and WhatsApp invoice sharing, along with automated ledger reconciliation. The platform includes a robust Analytics suite, offering insights, projected cash flow, and daily performance reports to enhance working capital. Deployment is simple: download the CredFlow app, sync with Busy/Tally ERP, and install the mobile app, enabling anytime, anywhere access to Receivables, Ledgers, and Invoices. CredFlow improves team productivity by over 40% with Collection CRM for task management and field tracking/attendance features. Security is ensured through multi-layer protection and end-to-end encryption on Amazon Web Services. Subscription plans are yearly and tiered by ERP and user needs. Tally plans: Lite (₹4,999), Saver (₹9,999), Best Value Pack (₹14,999). Busy plans: Basic (₹3,999), Pro (₹7,999), Premium (₹11,999). All include Web/Mobile Access, Invoice Autosharing, and daily reports. Custom quotes available via 72177 16636 or marketing@credflow.

Pros & Cons

Pros
  • Reduces manual effort in collections by automating reminders through multiple channels including SMS, Email, IVR, and WhatsApp.
  • Provides mobile access to Tally and Busy ERP, allowing business owners to monitor receivables and invoices anywhere.
  • Offers predictive cash flow analysis to help businesses plan finances and optimize working capital.
  • Enhances team productivity by tracking field agents, assigning tasks, and streamlining collection follow-ups.
  • Generates automated daily reports via WhatsApp and email, ensuring real-time visibility into business performance.
Cons
  • Mobile app dependency requires internet connectivity for full functionality, which may be an issue in remote areas.
  • Users may face learning curve during initial setup and ERP syncing due to data complexities.
  • Performance may be slower for large datasets due to mobile interface limitations.
  • WhatsApp and SMS notifications may be blocked or delayed by telecom regulations or restrictions.
  • Over-reliance on automated reminders may reduce personalized customer interactions.

Features

Key features

Automated payment reminders

Send SMS, Email, IVR, and WhatsApp notifications to debtors to ensure faster collections.

Mobile ERP access

View and manage Tally and Busy ERP data on mobile including receivables, invoices, and ledgers.

Business analytics

Analyze top and inactive customers, sales and purchase reports, and projected cash flow for informed decision-making.

Team productivity management

Track field agent attendance, manage collection tasks, and streamline internal communications.

Daily automated reports

Receive business performance reports via WhatsApp or email for real-time monitoring.

Invoice creation and sharing

Generate invoices, receipts, quotations, and sales orders directly from the mobile app.

Cash flow prediction

Forecast customer payments and expected cash flow to improve working capital management.

Additional features

Tally ERP sync

Seamlessly connect CredFlow with Tally for real-time data synchronization.

Busy ERP sync

Integrate with Busy ERP for automated ledger and invoice management.

Automated ledger sharing

Reconcile ledgers and proactively communicate account status with customers.

Multi-channel reminders

Use SMS, Email, IVR, and WhatsApp to automate customer follow-ups.

Ageing summary report

Monitor overdue payments and outstanding invoices to improve collection efficiency.

Projected collections

Predict future receivables based on historical payment behavior.

Top and inactive customer analytics

Identify key customers and those with reduced engagement for better strategy.

Daily report automation

Automatically receive updates on sales, collections, and overall business performance.

Field agent tracking

Monitor attendance, task completion, and productivity of the collection team.

Tally data backup

Automatically back up Tally ERP data to the cloud to prevent data loss.

Cash-flow management tools

Access projected cash flow summaries and optimize working capital.

Invoice generation on mobile

Quickly create and share invoices, quotations, receipts, and sales orders on the go.

WhatsApp automation

Automatically communicate reports, invoices, and reminders to customers.

Multi-user and multi-organization support

Manage multiple users and organizations under one account.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Annual plans

Tally Lite
INR 4,999/yr
billed yearly · ≈ INR 416.58/mo

≈INR 416.58/mo when billed annually

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

India

Interface languages

English

Billing currencies

🇮🇳INR

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