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CashPeek™ for Small Business

Take Control of Your Small
Business with CashPeek.

Stop managing your business from a reactive bank balance. Connect your Xero or MYOB ledger to CashPeek to build automated, error-checked budgets and visual "what-if" models in minutes—giving you the financial clarity to grow with absolute confidence.

Who is it for? Xero and MYOB users that generate annual revenue $100K to $10m in revenue.

Key Features

Dynamic Peek

Combine year-to-date actuals with your remaining forecast to get an updated picture of where the business is likely to finish the year.

Enhanced GST Modelling

Adjust GST payments in your budgets allowing you flexibility. With GST Payable, Receivable and ATO Transfers all in budget.

Xero & MYOB Integrated

Connect your accounting software to bring actual figures into CashPeek, reducing manual entry and keeping your forecast current.

Code Mapping For Ease

Match our Industry Codes with your codes you have use. A quick drop-down menu to select the remaining.

Cashflow Forecasting

See what’s coming in, what’s going out and where your cash position is heading, so there are fewer surprises.

Collaborate & Share

Give your accountant, adviser, business partners or bank access to the same financial picture, making planning and finance conversations easier.

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!

How CashPeek Works for Small Business

CashPeek was built to give the engine room of your business the tools needed to grow. Budgets to follow your expenses and income overlaying actuals. Previously small businesses used spreadsheets and software that just didn't offer what businesses needed. Simplicity with less friction. We have provide a way for small businesses to create BETTER BUDGETS that present great and offer clarity of your business finances.

You know your business not spreadsheet equations. You'll be happy to know there's no need to know the equations in order to become the CFO of your small business. 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.

Features

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Real-Time Dashboard
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Auto-match Your Codes
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Scenario Planning "What if"
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Enhanced GST Modelling​
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Multi-user Access
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Add Multiple Bank Accounts
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Connect to Actuals
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Simple Reporting Export
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Forecast Your Cashflow

Outcomes

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Clear Visibility of Cash Position
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Improves Collaboration
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Confident Decision-Making
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Stay In Control of Financials​

Spend more time on building the business not budgets.

Connect to Xero/MYOB for Actuals

Get a real understanding of your cash position by using actuals from Xero or MYOB. Updates every time you login and compare budget to actuals. CashPeek is also cloud software allowing it to go wherever you go.

Auto-Match Your Codes

Once you have connected your actuals to CashPeek you will need to match your codes to our Industry Codes. 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.

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.

Add Multiple Accounts

Today more than ever small businesses 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.

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.

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.

+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.