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.
After moving from an older software to Xero we were looking for something to do our budget and keep track of our actuals vs budget which Cashpeek does very well! Any problems we have run into have been very quickly addressed by their fantastic development team!
Danielle Campbell
Managing Director
Goodbye Spreadsheets and Hello CashPeek
Turn hours of manual budget creation into strategic advisory. Connect directly to your clients' Xero or MYOB files to deliver live financial planning from a single dashboard.
Real-Time Data Integration: Sync instantly with Xero and MYOB, or deploy Business Basic accounts for clients on legacy platforms.
Consolidated Client Dashboard: Manage, track, and forecast cashflows for your entire client portfolio all in one platform.
Complete Financial Alignment: Bridge the gap by matching your clients' physical production plans with a live, automated financial roadmap.
