Other integrations Accounting software
Cashplannr × Expert/M In testing
Cash planning on your Expert/M accounting.
This connection is in beta. Live for early users; get in touch for access.
Cash planning on your Expert/M accounting.
This connection is in beta. Live for early users; get in touch for access.
The connection with Expert/M from Wolters Kluwer is in beta: we set it up together with the first users. We read your chart of accounts, your booked transactions with the bank entries, your bank balances and your outstanding customer and supplier items. Each file becomes a company in Cashplannr.
Your entries from Expert/M, including the bank entries, count as actual cash. We do not include proposals that are not booked yet.
We derive outstanding customer and supplier items from your entries on the customer and supplier accounts. They count as outstanding.
The balance per bank account, as it stands in your general ledger.
Multiple files? Each file becomes a company. You choose which ones to connect.
Your cash planning starts from what is booked in Expert/M. No more separate Excel versions.
Expert/M shows what is booked. Cashplannr adds the outlook on your cash on top.
Cashplannr fetches your data four times a day. In between, you can start a sync yourself.
Let us know you use Expert/M. We get in touch to set up the connection together.
You or your accountant provide us with the API access of your Wolters Kluwer package and log in to Wolters Kluwer.
You pick which files to follow. After that the sync runs four times a day.
At Wolters Kluwer we only request read access to your accounting. Writing back is not possible.
You log in to Wolters Kluwer itself. We do not store a password.
Processing and storage within the EU, in line with the GDPR.
This connection is in beta. Live for early users; get in touch for access.
