Cash Flow Management is something a business cannot take for granted. After all, any business in the market aims to generate funds. Cash Flow management therefore becomes very challenging when all the tasks have to be done manually. The much pain in cash flow management is, getting paid late while running a business or even working as a freelancer by their business customers.
Satago was developed after experiencing first hand and the frustration of trying to keep organized whilst simultaneously chasing dozens of debtors for the payment. Satago can reduce the time and effort a small business spends on credit control by giving the tools to automate this process and ultimately helping them getting paid faster.
Editions and Pricing
The editions and pricing details for the product are:
Free Edition: for 10 users with basic functionalities
Desktop Edition: £83/month billed annually or £99 billed monthly for 6 users with all the features
Capabilities and Supporting Set of Features
The Satago Taskboard
The taskboard is somewhat similar to the dashboard in other tools. The tool has a very intuitive taskboard which displays and gives access to Tasks including: Customizing templates, Set your schedule and Enable invoice reminders and Overview including: Schedules, Unmatched Customers and Incomplete Customers.
This section from the left panel of the taskboard has options to manage accounts for Customers as well as Invoices. The user has options to filter customers across the company applying filters for Matched and Unmatched Customers.
This is one of the latest feature introduced in the tool. The tool has capabilities for generating data and information under finance for
The sections under Instant Finance thus provides details about all the invoices the business deals with and helps business track its finance in a smooth manner.
The Credit Search option lets you search all firms that have similar names like the one you typed in for your business to deal with. The search panel shows all the list of companies with links to their home pages so that you can access the information such as:
- Average Days beyond terms
- Experian Delphi score for its credibility
- Credit Limits, and
- Other Information related to Industry Vertical.
The tool provides capabilities for reporting with options for Aged Debtors, Biggest and Oldest Debtors, AR Risk, Credit Report and Explore Debtors. The reporting options also gives users to filter out reports on the categories they want to and lets users save these files in the file formats of CSV as well as PDF formats.
The tool does not have a current mobile application for Android or iOS devices, but can be accessed through mobile web browser.
The tool efficiently manages Accounting activities also integrating with tools such as Sage One, Quick Books, Kash Flow, FreshBooks and FreeAgent. So now, the user does not need to import records or databases manually, instead the tool will seamlessly incorporate databases from these tools that most of the organizations use for their important databases. The tool also has capabilities to integrate over 200 desktop software integrations in the Desktop paid version of the tool.
Satago offers powerful support for its users with FAQ’s, Phone Support, Mail Support, live chat support and Supporting Blogs.
Pros and Cons of Satago
- The tool is user friendly with intelligent features and reporting capabilities.
- Email tracking and Group reminders is also one of the powerful points for this tool
- Integrates with about 200 desktop software making all the information you need available at a single place.
- The tool also offers some prebuilt templates that the user can immediately use.
- Unlike most of the Accounting tools, Satago also lacks a mobile application for its users.
- The tool does not supports users for direct technical communication between the managers and workers. Lack of communication may lead the service to suffer.
- Experian data
- Thank you emails
- Dairy Notifications
- Full Audit Trial
For more details, please visit: Satago website.