Ready to simplify your cashbook work?
Discover how Cashbook can help your firm scale simple client work profitably.
AI-enabled accounting software designed for accountants
Cashbook powered by Prosaic is a cash-basis general ledger built for accountants and bookkeepers, and designed for AI.
Cashbook helps accountants code transactions faster, keep costs down, and deliver a great client experience – without unnecessary complexity.
Cashbook integrates with CCH iFirm Client Accounting to reduce manual data entry and improve accuracy.
Cashbook helps accountants code transactions faster, keep costs down, and deliver a great client experience – without unnecessary complexity.
Cashbook integrates with CCH iFirm Client Accounting to reduce manual data entry and improve accuracy.
Faster work – without compromising service
With secure Open Banking feeds, AI-powered coding assistance, and direct integration with CCH iFirm Client Accounting, Cashbook helps your team process simple client work faster, while maintaining confidence in the numbers. Spend less time on manual handling, and more time delivering consistent, high-quality service.
Quick setup with live bank feeds
Clients connect their bank feeds once and Cashbook automatically retrieves up to two years of historical transactions from business and personal bank accounts, cards and loans.
With transactions available immediately, your team can get started without manual uploads or setup delays.
With transactions available immediately, your team can get started without manual uploads or setup delays.
Bulk cash coding – powered by AI
Decide whether clients assist with coding or your team manages everything centrally.
Cashbook uses transaction recognition, smart suggestions and bulk reconciliation tools to help users process high volumes of transactions quickly – particularly during GST periods and year end.
Coded transactions then flow directly into CCH iFirm Client Accounting, reducing re-keying and double handling.
Cashbook uses transaction recognition, smart suggestions and bulk reconciliation tools to help users process high volumes of transactions quickly – particularly during GST periods and year end.
Coded transactions then flow directly into CCH iFirm Client Accounting, reducing re-keying and double handling.
Review, approve and finalise with ease
Prepare draft GST and Profit & Loss reports and share them digitally for client review and approval.
Once approved, results are ready to finalise and file – without complex workflows or expensive software. At year end, depreciation and compilation reports can be completed using standard templates with flexible text.
Once approved, results are ready to finalise and file – without complex workflows or expensive software. At year end, depreciation and compilation reports can be completed using standard templates with flexible text.
Cashbook + CCH iFirm
Use Cashbook with the CCH iFirm all-in-one firm management & compliance suite.
CCH iFirm is an integrated suite of 100% cloud software to manage firm operations, tax compliance work, client communications and tax research.
Cashbook, powered by Prosaic, integrates within the CCH iFirm all-in-one software suite, allowing transaction data to flow directly into CCH iFirm Client Accounting.
CCH iFirm is an integrated suite of 100% cloud software to manage firm operations, tax compliance work, client communications and tax research.
Cashbook, powered by Prosaic, integrates within the CCH iFirm all-in-one software suite, allowing transaction data to flow directly into CCH iFirm Client Accounting.
Learn more about Cashbook, powered by Prosaic
For more information or to request a demonstration, send us your details via the form below.