Bank & Cash Management in CbeezAI CRM
Manage your money flow effortlessly with CbeezAI CRM’s Bank & Cash module. Track every transaction, from bank accounts to cash registers—without messy spreadsheets or manual reconciliations.
Cards – Manage Payments Smarter
Manage credit & debit card transactions effortlessly. Every transaction is tracked and stored for accurate reporting.
Record payments by debit or credit
Link card payments to invoices & expenses
Monitor balances and avoid errors
💡 Stay in control without manual updates.
Bank Transfers - Move Money with Ease
Seamlessly move funds between your bank or cash accounts. Every transfer is automatically recorded and linked with your financial records for accuracy.
Quick and simple inter-account transfers
Automatic recording for clean bookkeeping
Always in sync with your account balances
💡 All card transactions, organized in one place.
Stripe – Powering Online Payments
Connect your Stripe account and manage payouts directly within the system for a seamless experience.
Automatically track Stripe payouts
Reconcile online payments with invoices
Simplify e-commerce & subscriptions
💡 From checkout to cash flow, keep payments seamless.
