---
title: Cashwise Reviews
meta_title: 'Cashwise Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Cashwise works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2025-10-31'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---


# Cashwise Reviews
**Vendor:** Softwise  
**Category:** [Loan Origination Software](https://www.g2.com/categories/loan-origination)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Cashwise
Cashwise offers a comprehensive payday loan system.




## Cashwise Reviews
  ### 1. User friendly software for finance

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 25, 2019

**What do you like best about Cashwise?**

This software is very user friendly. The menus are set up with easy to read buttons and there are multiple places to store the information you aquire from your clients. 

**What do you dislike about Cashwise?**

It can run sluggish if too many people are running the same reports and sometimes information input will not save the first time. 

**What problems is Cashwise solving and how is that benefiting you?**

This helps with keeping track of people who are in debt and keeping logs of who we contacted, when and what the outcome was. 


## Cashwise Discussions
  - [What is Cashwise used for?](https://www.g2.com/discussions/cashwise-what-is-cashwise-used-for)
  - [What is Cashwise used for?](https://www.g2.com/discussions/what-is-cashwise-used-for)

- [View Cashwise pricing details and edition comparison](https://www.g2.com/products/cashwise/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-07+19%3A47%3A30+-0500&secure%5Bsession_id%5D=bef91144-4787-402d-9531-348fe4e86fab&secure%5Btoken%5D=ce2bfdad9a3dc1e4457e632874341d43777f8f7e1af64b6c3fcce807b49dfd8f&format=llm_user)

## Cashwise Features
**Agentic AI - Loan Origination**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Accounting Integration
- Third-Party Integrations

**Additional Functionality**
- API
- Pipeline Management
- Workflow Management
- Online Applications
- Audit Trail
- Payment Collection
- Activity Dashboard
- Self Service Portal
- Status Tracking
- Scheduling
- Customer Database
- Document Storage
- Activity Tracking
- Data Import/Export
- Loan Processing
- Cash Flow Management
- Risk Management
- Dashboard
- For Commercial Business
- AI Copilot
- Financial Analysis
- Generative AI
- Configurable Workflow
- Financial Management
- Loan Origination
- Customizable Reports
- Loan Portfolio Management
- Secure Data Storage
- ACH Payment Processing
- Compliance Management
- Client Portal
- Document Management
- Borrower Management
- Credit Check
- Risk Assessment
- Reporting & Statistics
- Lead Management
- Real-Time Reporting
- CRM
- Contact Management
- Automated Decisioning/Underwriting
- Customizable Branding
- Task Management
- Loan Management
- Rules-Based Workflow
- Template Management
- Reminders
- Client Management
- Electronic Signature
- Alerts/Notifications
- Digital Signature
- Task Scheduling
- Transaction History
- Accounting
- Document Templates
- Customizable Templates
- Approval Process Control
- Multi-Company
- Electronic Payments
- Pricing Management
- Customer Management
- Communication Management

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