The short-term cash flow forecasting tool
Help clients make confident cash decisions...
without updating spreadsheets.
Reliable
Numbers
Numbers you can trust, every day.
Budgee stays grounded in real Xero data. No double counting. No stale spreadsheets. Just reliable numbers you can confidently stand behind with clients.
Short-Term
Cash Control
Control cash down to the daily level.
View cash by day, week, month or year with full transaction-level detail. Move transaction timing, track individual bank balances, and spot pressure mid-month.
Plan cash decisions
with clients
Cash flow is a shared conversation.
Work live with clients in a visual, drag-and-drop forecast. Toggle scenarios, test decisions in real time, and keep everyone aligned in the same numbers.
Spreadsheets are fragile.
Guesswork is expensive.
Forecasting takes hours to build and maintain with manual spreadsheets.
Clients are left guessing about payroll, tax, and big decisions until problems become urgent.
The Solution
How Budgee works
From Xero data → live cash advisory
See the whole cash story
Keep forecasts grounded in reality.
Budgee imports your Xero organisation and pulls together the pieces that matter for short-term cash flow. It lays out bank accounts, customers and suppliers, past cash movements, unpaid invoices and bills, recurring items, and upcoming payments in a clear, consistent view.
- Reliable historical numbers straight from Xero
- One place to see bank balances, invoices, bills, and upcoming payments
- Clear separation between paid, unpaid, and forecast items
- Forecasts automatically adjust as real payments occur
Build the short-term cash forecast
Turn history into a reliable plan.
Using real past behaviour, Budgee helps you create a practical baseline forecast. You can project forward using averages or patterns, then adjust timing and amounts so the forecast reflects how the business actually runs.
- Forecast using past periods, averages, or repeat patterns
- Adjust amounts or timing at category, customer, or transaction level
- Switch between daily, weekly, monthly, or yearly views to sense-check cash
- Move payments visually with drag and drop
Explore the forecast and scenarios with clients
Guide decisions with confidence.
On top of the baseline, Budgee lets you model decisions: hires, changes in payment timing, new projects, loans, or cost cuts. You can toggle scenarios on and off, stack them, and see the effect on cash before agreeing on a plan with your client.
- View cash movements by account, customer, bank account and more
- Toggle individual scenarios to see their impact on cash
- Scenario folders for plans, risks, and what-ifs
- Combine multiple scenarios to explore different paths
- Share boards with clients or team members with view or edit access
Loved by Accountants & Bookkeepers
See what others are saying
Budgee might well be the closest thing to it.
I've used a lot of other forecasting tools but none of them compare to Budgee. What makes Budgee special is its ease of use and detailed granularity. This is further bolstered by the ability to easily create scenarios to model for any particular financial situation you can think of.
My clients who use Budgee regularly have seen their sales increase, profits fatten and most importantly - cash flow turn positive.
Definitely the future of cash flow forecasting, Budgee."
One of my favourite features is the ability to seamlessly switch board granularity between Daily, Weekly, Monthly, and Yearly views. This flexibility means we can monitor cashflow as closely as needed for each client, especially during pinch points like the Christmas and New Year break when GST and tax payments are due.
Richard and the Budgee team are fantastic – always open to feedback and committed to improving the user experience. This is a tool that’s already impressive and one I’m confident will only keep getting better over time."
Simple, transparent pricing
Includes first 2 organisations
$9 for each extra organisation
- Unlimited users
- Unlimited scenarios
- Xero integration
- Priority support
Common questions
Who is Budgee designed for?
Budgee is built specifically for accountants and bookkeepers who want to provide short-term cash flow advisory services to their clients. It's designed to be fast, reliable, and client-friendly, letting you manage down to the day to day, transactional level of detail.
Does it work with Xero?
Yes! Budgee integrates deeply with Xero. We pull in bank balances, invoices, bills, repeating invoices and bills, and contacts, so your forecast is always based on actuals, not guesswork. You can update all of these by clicking a button that pulls in all the latest data.
How much historical data do you import?
You can choose, but we suggest importing the last 12 months of transaction history to help generate accurate averages and predictions for your baseline forecast.
Do you offer onboarding support?
Yes, Budgee has a lot to offer, so we strongly recommend onboarding sessions to help you set up your first few clients and understand how to get the most out of the scenario planning tools.
Can I invite my clients to view the forecast?
Yes! You can invite clients with view-only or edit access. It’s perfect for collaborating in meetings or giving them a live view of their cash position without risking changes to the master plan.
Is my client's data secure?
Absolutely. Everything is hosted on the Google Cloud, with strong security protocols in place. You can read up more in our security policy here.
Can I export the forecast?
Yes, you can export to .csv or .xlsx. The dashboard pages are designed to be printed to PDF. However, we encourage using the live interactive view to answer questions on the fly.
What happens if I have multiple currencies?
Budgee handles multi-currency organisations by converting foreign currency transactions to your base currency using accurate exchange rates from xero.
Help your clients feel confident about cash
Join the accountants and bookkeepers helping clients sleep better at night.