CashPeek for Banks
Key Features
Real-Time Data Integration
Connects with Xero and MYOB, for an up-to-date financial information.
Easy to use Dashboard
Quick insights for monthly reviews for clients to track their expenses and income.
Dynamic Peek Budgets
Adjust budgets on the fly with the Dynamic Peek feature, allowing for responsive financial planning.
Peak Debt Requirements
CashPeek users understand their servicing needs for the next 12 months and beyond.
Enterprise Management
Clients can have detailed budget per enterprise and holistic business reporting.
Collaboration Tool
Share budgets and forecasts with clients and stakeholders, facilitating transparent communication.
Bank's often rely on outdated financials - last year's tax return or a statis spreadsheet forecast. CashPeek provides lenders live, verified data straight from the client's accounting system. When you see the CashPeek logo you know the data is accurate and up to date.
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View actuals vs forecast cashflow in real time
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Monitor liquidity, income seasonality, and expenditure trends.
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Identify early warning signs on a month-to-month basis (tight cashflow, margin compression, rise debt load)
CashPeek users are reducing their credit risk and are engaging in their financials proactively rather than reactively.
CashPeek is designed to improve how clients create, manage and review their financials on a regular basis. With an unbreakable platform that is aligned to farms and small businesses and their different nuances that appear. It is standardising how we report and forecast business growth. With Xero and MYOB integrated you know CashPeek provides real-time financial data, enabling banks to have confidence in the business owner/operator. your client's figures will be up to date when they show you a CashPeek budget. Figures that you can rely on CashPeek provides real-time financial data, enabling you to offer timely and accurate advice.
Looking for consistent and professional way for your clients to create detailed budgets? Recommend CashPeek.
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CashPeek will take clients from reactive to proactive with better budgets and cashflows.
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Significantly reducing time to become "Bank Ready".
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Clients gain confidence in their financials.
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Reporting and forecasting for strategic decision making in the business.
Most of your clients' will have a production plan, CashPeek now offers them a financial plan for double the value and half the cost. Recommend CashPeek at your next review.
Great Presentation of Budgets
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.
Dynamic Peek of Budget vs Actuals
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.
Budget vs Actuals Comparison Report
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.
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.