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CashPeek - Farmers
How CashPeek Works for Farms
CashPeek was originally built for farms when all of the figures could be not connected using spreadsheets or over-complicated software. We wanted GREAT Budgets that would present to banks easily and manage cashflow forecasts.
Unlike spreadsheets, you don’t have to spend hours setting up formulas or fixing errors. CashPeek connects directly with Xero and MYOB, pulling in your up-to-date figures automatically. And while other platforms can feel heavy and accountant-focused, CashPeek keeps things simple, fast, and farm-ready. In 10 minutes, you can build a budget, model cashflow, and share it with your advisor, without the headaches.
Dynamic Budgets
If you have your Xero or MYOB account connected to CashPeek, an updated budget is only a click away, with the new Dynamic Peek feature.
Code Mapping For Ease
Match our AgCodes with your codes you have used for years. A quick drop down menu.
Enhanced GST Modelling
Adjust GST payments in your budgets allowing you flexibility.
Enterprise Management
Manage your enterprise individually and consolidate for reporting
Multiple Bank Accounts
Manage and track multiple bank and supplier accounts, P&L and non-P&L items for true bank-level view.
Track and Forecast
Track and forecast your cashflow and identify peak debt requirements to meet serviceability required.
Features
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Real-Time Dashboard
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Scenario Planning "What if"
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Multi-user Access
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Connect to Actuals
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Forecast Your Cashflow
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Auto-match Your Codes
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Enhanced GST Modelling
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Add Multiple Bank Accounts
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Simple Reporting Export
Outcomes
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Clear Visibility of Cash Position
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Confident Decision-Making
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Improves Collaboration
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Stay In Control of Financials
Connect to Xero/MYOB for Actuals
Get a real understanding of your farm's cash position by using actuals from Xero or MYOB. Updates every time you login and compare budget to actuals.
Auto-Match Your Codes
Once you have connected your actuals to CashPeek you will need to match your codes to our AgCodes. This will match them for you 90-95% and then use the drop-down menu for the closest item. This is super simple and allows you to continue to use the codes you've worked with for years.
Add Multiple Bank Accounts
Today more than ever - all farms operate multiple bank, loan and supplier accounts. With CashPeek you can track interest, transfers whilst knowing your starting and closing balances. Add more rows if needing more than those in your Xero or MYOB files.
Create Your First CashPeek Budget
It has never been easier to create your first CashPeek budget. When you have connected your actuals use the previous year to input the data. If you don't have actuals attached the first budget will need to be created from scratch and then you have your budgets foundations to duplicate next time for scenario planning or to become finance ready.
Bank ready in minutes
Create presentable budgets that anyone can understand. Banks want to know that you can manage the financials and that you know your numbers. It can lead to better conditions for your business. Include your Worktables to explain the budget items or exclude them if need be. Know your numbers and be known for your financial management.
Your bank will love you for it: Create > Save > Print > Share
Compare Budget to Actuals
Understanding your financial position by comparing your budget you created and your actuals linked from Xero and MYOB.
Did your expectations in the budget for expenses and income stay on track or go off course? Spot trends and make decisions before it impacts the business.
Add Multiple Bank Accounts
Now farms use multiple accounts with different banks with loans and different suppliers as a way to improve outcomes. With CashPeek you can track interest, transfers and starting balances.
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