Other integrations Accounting software

Cashplannr × Expert/M Coming soon

Cashflow on your Expert/M accounting.

This connection is in development and will be live soon. Sign up to be the first to know.

What does this integration do?

Cashplannr is actively building the connection to Expert/M from Wolters Kluwer. Once live we'll pull in general ledger, open AP/AR invoices and bank transactions, consolidated on one screen with a 13-week forecast on top.

What data do we sync?

General ledger

Bookings and account history from Expert/M. Foundation for pattern recognition and forecast.

AP / AR

Open AR/AP invoices with due dates, folded into your cash-in / cash-out calendar.

Bank

Bank entries from Expert/M or via Ponto on top for daily balances.

Dossiers

Multiple Expert/M dossiers? Cashplannr consolidates them.

What do you get?

Single truth with your accountant

What's in Expert/M is in Cashplannr. No more parallel Excels.

Look forward, not backward

Expert/M gives you the past. Cashplannr lays the future on top.

Proactive alerts

Cassy detects dips in your projected cashflow and warns before they happen.

How to connect?

01

Sign up

Let us know you're interested. We'll reach out the moment the connection is live.

02

Access via your fiduciary

At launch the connection runs through the official Expert/M API, read-only.

03

Live

History loads and sync runs continuously in the background.

Secure & GDPR-compliant

Read-only

No writes on your Expert/M dossier. We read only.

Via Wolters Kluwer API

Official Wolters Kluwer API. Your fiduciary keeps control.

EU & GDPR

Belgian product, EU hosting, GDPR-compliant.

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