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CashPeek™ for Banks

Stop Crunching Numbers
Starting Growing Clients

De-risk commercial credit assessments and fast-track your agribusiness loan pipelines. Aglytica replaces manual spreadsheet verification with real-time, predictive reporting that provides total visibility into a borrower’s true cash runway, peak debt limits, and serviceability thresholds.

CashPeek budgets easily read 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 with Year-To-Date Budgets.

Peak Debt Requirements

CashPeek users understand their servicing needs for the next 12 months and beyond.

Enterprise Schedules

Understand what production is happening on the farm and how it relates to cashflow. budgets area to end-count of livestock.

Collaboration Tool

Share budgets and forecasts with clients and stakeholders, facilitating transparent communication.

Star

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!

Move past retrospective credit risk. Welcome to live verification.

Traditional commercial lending heavily relies on outdated financials—often last year’s tax returns or static, error-prone spreadsheet forecasts. CashPeek flips the script by equipping lenders with live, verified financial data pulled directly from the borrower's active accounting system.

When a file lands on your desk bearing the CashPeek logo, you can immediately review automated actuals versus forecasted cashflow in real time. This allows credit teams to accurately monitor liquidity, track income seasonality, identify early warning signs like tight margin compression, and evaluate peak debt serviceability with absolute data integrity.

Standardise your pipeline and fast-track loan approvals.

Recommending CashPeek to your commercial or agricultural clients bridges the gap between raw ledger data and a pristine financial plan. Seamlessly integrated with Xero and MYOB, our platform standardises how businesses report and forecast growth, taking borrowers from a reactive state to proactive strategic decision-making.

By giving business owners an unbreakable framework tailored to complex enterprise nuances, it significantly compresses the time it takes for a client to become genuinely "bank-ready." Lenders gain a consistent, reliable structure to evaluate, allowing you to confidently process pipelines faster and offer timely, data-backed advice. With great financials, bank readiness becomes a bi-product for clients.

Banking on character comes easy building the business not budgets.

Monthly Financial
Visibility

Up-to-date view of farm business performance throughout the year, not just at annual review. Monthly financial visibility helps identify emerging risks, cashflow pressure and opportunities earlier.

Dynamic Peek Feature

Gives banks a forward-looking view of a farm business as conditions change. Understand their impact on cashflow, debt and repayment capacity. It helps lenders assess risk earlier and have more informed conversations with customers.

Budget vs Actuals Comparison Report

Dynamic Peek provides banks with an up-to-date year-to-date view of farm financial performance against budget. It combines actual results with the remaining forecast to show where the business is likely to finish the year.

Export Codes to suit your bank systems

Export standardised financial codes and farm data directly into a bank’s internal systems. This reduces manual data entry, improves consistency and gives lenders structured information ready for credit assessment and ongoing monitoring.

+14%
Northern Grain Co. identifies hidden operational profit leaks and increases gross margin by +14% using Profit Analyser.
-20hrs
Apex Manufacturing eliminates 20 hours of manual data entry per month by syncing Xero directly to CashPeek.
+22%
Westwood Pastoral secures precise seasonal cashflow clarity and boosts livestock enterprise profitability by +22%.
3.5x
Valley Supply Co. maps out a 3.5x increase in predictive cash runway to confidently fund their second retail location.
$450k
Oak Creek Agribusiness unlocks a $450,000 bank line of credit using automated, advisor-ready financial reports.
+14%
Northern Grain Co. identifies hidden operational profit leaks and increases gross margin by +14% using Profit Analyser.
-20hrs
Apex Manufacturing eliminates 20 hours of manual data entry per month by syncing Xero directly to CashPeek.
+22%
Westwood Pastoral secures precise seasonal cashflow clarity and boosts livestock enterprise profitability by +22%.
3.5x
Valley Supply Co. maps out a 3.5x increase in predictive cash runway to confidently fund their second retail location.
$450k
Oak Creek Agribusiness unlocks a $450,000 bank line of credit using automated, advisor-ready financial reports.