ADVISORS
Significantly reduce your time spent on clients' cashflow budgets.
See all of your clients' budgets in one place.
Create consistent and professional outputs.
CashPeek makes creating your client cashflow budgets a breeze, not a chore.
Simplify 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.
Receive ONE MONTH FREE as consultant and manage your clients budgets all in the one platform. Connect to Xero and MYOB depending on the client's software. For clients using legacy accounting platforms they still have access to budgets to improve access across your clients.
Key Features
Real-Time Data Integration
Connects with Xero and MYOB, for an up-to-date financial information at your fingertips.
Enhanced GST Modeling
Accurately model GST payments within budgets, providing flexibility and precision.
Single Dashboard
View and manage all your clients' budgets from a single, intuitive dashboard.
Enterprise Management
Handle multiple enterprises within a single client profile.
Dynamic Budgets
Adjust budgets on the fly with the Dynamic Peek feature, allowing for responsive financial planning.
Collaboration Tool
Share budgets and forecasts with clients and stakeholders, facilitating transparent communication.