Mergers and Acquisitions September 1, 2026
Nichols Cauley Acquires The LaRocco Cos. in Georgia
The Atlanta-area financial services company has added Norcross, GA-based LaRocco, a privately owned employee benefits brokerage and advisory firm.
February 19, 2018
2018 Review of BudgetPak from Xlerant
BudgetPak from Xlerant www.xlerant.com From the 2018 reviews of Cash Management systems. BudgetPak from Xlerant offers a cloud based budgeting, forecasting, and reporting solution. Delivered as Software as a Service (SaaS) BudgetPak is well suited for small to mid-sized businesses. BudgetPak offers an easily navigated user interface, quick product implementation, and a series of dashboards and...…
February 19, 2018
2018 Review of Sage Intacct
Sage Intacct www.sageintacct.com From the 2018 review of Cash Management systems. Sage Intacct offers a cloud-based financial management application that includes core financial modules such as GL, AP, AR, Order Management, and Cash Management. There are also a number of additional modules available, including Multi-Entity & Global Consolidations, Purchasing, Time & Expenses, Inventory Control, Contract...…
February 19, 2018
2018 Review of PlanGuru
PlanGuru www.planguru.com From the 2018 reviews of Cash Management systems. PlanGuru is a cloud-based budgeting and forecasting software. PlanGuru is a good fit for businesses, nonprofits, and accounting professionals. Along with budget and forecasting, PlanGuru also offers excellent business and financial analytics. During setup, users can choose the correct structure for their business or organization,...…
February 19, 2018
2018 Review of Pulse
Pulse App www.pulseapp.com From the 2018 reviews of Cash Management systems. Pulse is a cash flow app designed to work in conjunction with current software to provide better cash management functionality for the small business owner. Pulse tracks both income and expenses, as well as current and monthly cash flow. Pulse is available in three...…
February 19, 2018
2018 Review of QuickBooks Online
QuickBooks Online www.quickbooksonline.com From the 2018 reviews of Cash Management systems. QuickBooks Online is the leading global cloud accounting platform for small business and the self-employed. Like its desktop counterpart, QuickBooks Online is best suited for the small business owner or nonprofit that is looking for complete financial functionality in an easy-to-use package. QuickBooks Online...…
February 19, 2018
2018 Review of Sage50cloud
Sage50cloud www.sage.com From the 2018 reviews of Cash Management systems. Sage 50cloud Accounting offers a unique hybrid product, with the features and functionality of a desktop application along with the ability to access the system from any location. Sage 50cloud is a good fit for small businesses and nonprofit organizations, and offers a complete financial solution....…
February 19, 2018
2018 Review of UpYourCashFlow
Up Your Cash Flow www.UpYourCashFlow.com From the 2018 reviews of Cash Management systems. Up Your Cash Flow is budgeting and cash flow forecasting software. Available only as a desktop application, Up Your Cash Flow is designed for both business owners and accounting professionals. The product offers easy financial analysis and the ability for business owners...…
February 19, 2018
2018 Review of Wave
Wave www.waveapps.com From the 2018 reviews of Cash Management systems. Designed for small- and micro-businesses, including self-employed or freelancer, Wave has two sides: The award-winning software is available to use at no cost while users of Wave’s financial services (credit card processing, payroll and lending) will incur small fees. Cloud-based, Wave can be accessed from...…
February 19, 2018
2018 Review of Xero
Xero www.xero.com From the 2018 reviews of Cash Management systems. Xero is designed for self-employed and small business owners. Completely cloud-based, Xero is scalable, with three versions available, with each version offers additional functionality. A complete financial management product, Xero offers solid cash management functionality. Users can utilize the Xero dashboard for cash forecasting, with...…
February 19, 2018
2018 Review of Kashoo
Kashoo www.kashoo.com From the 2018 reviews of Cash Management systems. Kashoo bills itself as Simple Online Accounting, with the product offers easy online access to the small business owner and self-employed individual. Completely cloud-based, Kashoo is accessible from a desktop, laptop, or from your iPhone or iPad. Kashoo offers double-entry accounting, as well as custom...…
February 19, 2018
2018 Review of CashFlowMapper
CashFlowMapper www.cashflowmapper.com From the 2018 reviews of Cash Management apps. CashFlowMapper is well suited for businesses of any size that want to create a variety of custom cash flow plans for their business. Users simply choose the plan details when creating a new plan; entering the opening cash balance, along with a minimum cash balance....…