Accountants and Consultants
Goodbye Spreadsheets and Hello CashPeek
Simplify Budget & Cashflow Management for Your Clients
CashPeek is designed to help advisors efficiently manage and forecast cashflows for multiple clients. By integrating with platforms like Xero and MYOB, CashPeek provides real-time financial data, enabling you to offer timely and accurate advice.
Trial CashPeek as a consultant and manage your clients' budgets all in the one platform. Connect to your clients' Xero and MYOB. For clients using legacy accounting platforms they still have access to Business Basic budgets to improve access across your clients' files. If they decide to move to cloud-based accounting, it will all be ready for them.
Looking for consistent and professional way to create detailed budgets?
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CashPeek makes creating your client budgets and cashflows a breeze, not a chore.
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Significantly reduce your time spent on clients' cashflow budgets.
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See all of your clients' budgets in one dashboard.
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Turn hours of budget creation into 15mins.
Most of your clients' will have a production plan, CashPeek now offers them a financial plan for double the value and half the cost.
Key Features
Real-Time Data Integration
Connects with Xero and MYOB, for an up-to-date financial information at your fingertips.
Single Dashboard
View and manage all your clients' budgets from a single, intuitive dashboard.
Dynamic Budgets
Adjust budgets on the fly with the Dynamic Peek feature, allowing for responsive financial planning.
Enhanced GST Modeling
Accurately model GST payments within budgets, providing flexibility and precision.
Enterprise Management
Handle multiple enterprises within a single client profile. Enterprise and total farm budgets
Collaboration Tool
Share budgets and forecasts with clients and stakeholders, facilitating transparent communication.
Single dashboard for your clients
You won't see any spreadsheet equations in the dashboard. Just your clients' and their budgets.
Dive in and our of your clients' budgets to create up-to-date reports for monthly, quarterly or annual reviews. CashPeek will have your clients' refering to their financials more often leaving them in control.
Spend more time on building the business not budgets.
Invite your clients' to their business file
Decrease the time spent internally chasing down the figures for each time period, create your clients' and invite them to the account as a "collaborator". They will have access to the up-to-date data that can make a real difference to their outcomes.
For client's not using Xero or MYOB for actuals you can create a Business Basic account to create great budgets without actuals. Once they use Xero or MYOB they will be ready to compare to actuals.
For Mixed Farmer Select:
Main Activity = Agriculture
Business Area = Mixed
If you have other business areas add if needed.
Hold Your FARM and SME Clients' in One Dashboard
You won't see any spreadsheet equations in the dashboard. Just your clients' and their budgets.
Dive in and out of your clients' files to create up-to-date reports for monthly, quarterly or annual reviews. CashPeek will have your clients' referring to their financials more often leaving them in control.
Spend more time on building the business not budgets.
For Builders, Electricians, Plumpers Select:
Main Activity = Construction
Business Areas SME & Trades
If operated in another business area please select it as well as main activity.
Manage Your Consultant's Permissions
Consultant managers are able to add or remove client's and consultants working on the files.
Start Creating Better Budgets Today
Setup your actuals and create your first budget from last period (e.g. year 2025). Less input for you and your client.
Dive in and our of your clients' budgets to create up-to-date reports for monthly, quarterly or annual reviews. CashPeek will have your clients' refering to their financials more often leaving them in control.
Spend more time on building the business not budgets.
Save time and effort for your firm and clients'. Grow with them and give them the ability to create financial freedom with CashPeek.
Enquire to become a Software Partner
We offer our users support that understands your business needs.