See Budgee at work

Could the business take on more work?

Add the expected customer receipts and the costs of delivering the work. See what needs paying before the money comes in, then test different timings, prices, or spending plans in Budgee.

1:47 Budgee walkthrough: preparing the business for growth.

For business owners

  • Keep the cash plan in step with what is happening in the business.
  • Explore new work, hiring, or equipment before committing the cash.
  • Work through the options with your accountant or bookkeeper.

For accountants and bookkeepers

  • Bring the forecast up to date before a client conversation.
  • Turn a client's idea into a scenario and work through it together.
  • Share the agreed assumptions and plan with snapshots and reports.

Watch Budgee test rising costs with a scenario slider

Everyday jobs, made easier

Less time rebuilding the forecast. More time keeping it useful and working through what comes next.

From updated numbers to a useful planning conversation

Keep the numbers current

Bring in balances, invoices, bills, and repeating transactions from your accounting data, then keep working with the forecast instead of starting again.

Fit the plan to the business

Move dates and change amounts as plans change. Work with individual transactions, customers, or categories, and review the result by day, week, month, or year.

Explore the next idea

Add a new hire, equipment purchase, or larger job as a scenario. Toggle options and adjust sliders to explore what the business could do and what would need to change.

Make planning a regular conversation

Work through the assumptions with a client or adviser. Use snapshots and reports to share the plan, then return to it as the business moves forward.

Why a forecast can still leave you without an answer

A healthy month hides a difficult week

Budgee lets you move from the monthly outlook to the days and weeks where wages, tax, or bills need attention.

Expected dates are not realistic dates

Change a receipt or payment date in Budgee and review the effect on the cash balance before relying on it.

One assumption becomes the whole plan

Use Budgee scenarios and sliders to test different timings and amounts, including several changes together.

A report shows the problem, but not the response

Use the Budgee forecast to test changes to receipts, payments, and spending, then explain the options with snapshots and reports.

Questions about forecasting with Budgee

How does Budgee make everyday forecasting easier?

Budgee brings balances, invoices, bills, and repeating transactions into a forecast you can keep working with. Update the numbers, adjust dates and amounts to reflect business reality, and test hiring, equipment, or other plans with scenarios and sliders. Business owners, accountants, and bookkeepers can use the same forecast to work through those decisions together.

How does Budgee compare with Float?

Float combines synced accounting data, invoice payment dates, and cash budgets in a rolling forecast, with budget-based scenario layers for testing changes. Budgee lets you apply timing and amount rules to matching transactions, including specific customers and categories, and use sliders to explore ranges. These controls support questions such as what happens if one customer pays later while costs rise.

Can I test several changes at once in Budgee?

Yes. You can activate several scenarios together, such as a late customer payment, higher supplier costs, and a new hire. Your active scenario set follows you across forecast tabs, so you can review the same assumptions in different views.

Is Budgee for business owners as well as accountants?

Yes. Business owners can use Budgee to keep their cash plan current and explore decisions such as taking on new work, hiring, or buying equipment. Accountants and bookkeepers can use the same forecast to bring their knowledge of the business into regular planning conversations with clients.

Why use Budgee instead of a cash flow spreadsheet?

Budgee brings transaction timing, forecast views, and scenario controls into one workflow. You can adjust selected receipts and payments, test ranges with sliders, and review the same scenario across daily, weekly, monthly, or yearly views without creating a separate spreadsheet model for each view.

Budgee

Put your next business idea through the forecast

A new team member, a bigger job, or a change in payment terms. Bring the question to a Budgee demo and see how to work through the cash impact, for your business or a client's.

Book a Budgee demoTry Budgee
Sources and comparison notes

This page is published by Budgee to explain our approach to cash flow forecasting. Competitor summaries use the vendor information linked below, checked on 29 September 2026. They are not exhaustive feature lists or hands-on reviews.

Products can support similar work in different ways. A capability not mentioned here is not necessarily missing from a product. Features and plans can change.

Test cash flow scenariosChange the timing of several billsShare the cash plan in a reportUse Budgee in client advisory