Six features. One workflow.
CashTrace covers the full receivables-to-cash cycle: upload invoices, match payments, resolve exceptions, track what's owed, follow up automatically, and give your accountant real-time access.
Invoice Upload & Tracking
Your invoices are scattered across 5 different places — PDFs in email, photos in WhatsApp, amounts in a spreadsheet, notes in your head. CashTrace puts them in one system. Upload as PDFs, photos, or manual entries. The platform captures invoice number, customer, dates, totals, VAT, and status. Every invoice follows a lifecycle: draft → sent → partially paid → paid → overdue → written off. Every receivable has a searchable history, linked payments, notes, and current status.
Every invoice gets a lifecycle: draft → sent → paid → overdue → written off.
Payment Upload & Matching
You received a KES 128,000 M-Pesa payment with the reference ‘FEB PAYMENT.’ Which invoice is that for? CashTrace answers in seconds. Import from M-Pesa proofs, bank statements, and manual entries. The system extracts amount, payer name, date, and reference — then suggests the right match. Handles partial payments, overpayments, and the messy mixed-payment behavior that breaks spreadsheets daily.
Pilot avg: 60% less time on weekly reconciliation.
Unmatched Payment Queue
Not every payment arrives with a clear reference. Instead of burying unclear payments in your inbox, CashTrace gives you a dedicated queue. Each unresolved payment appears with suggested matches and tools for quick resolution: confirm, search manually, or mark as unallocated. What used to be a messy back-and-forth becomes a 5-minute daily check.
What used to be a messy back-and-forth is now a 5-minute daily check.
Receivables Dashboard
How much are you owed right now? If it takes more than 3 seconds to answer, you have a visibility problem. CashTrace shows what’s owed, what’s overdue, what’s collected, and how receivables are trending — one screen. Your accountant sees the same data in real time, not last month’s export.
See problems before they become cashflow crises.
Automated Reminders
Most collections problems aren’t bad debt — they’re inconsistent follow-up. You forgot the reminder. You sent it late. CashTrace sends automated reminders on schedule with timing rules, escalation paths, and templates. Clear audit trail on everything. The system doesn’t forget, even when you do.
No more ‘I forgot to chase that invoice.’
Accountant Access
Your accountant is working from a spreadsheet you exported two weeks ago. You’ve added 12 invoices since. They don’t know. CashTrace gives accountants real-time access to receivables, balances, and exportable reports — from the same system you use. No more stale exports or USB drives. Everyone works from the same truth.
Owner, finance team, accountant — all on one page.