How to share a cash flow forecast
Cash flow is a shared conversation between the people who know the business and the people who help guide its financial decisions.
Budgee lets you invite an accountant, bookkeeper, advisor, client, or team member into the organisation with the access level that suits their role.
Share one live forecast, not disconnected copies
Invite the right people into one live cash flow forecast so everyone can review the same numbers and explore decisions together.
- Use Share in the Budgee header to invite people to the organisation.
- Choose Admin, Edit, or View access based on what each person needs to do.
- Keep everyone aligned around the same live forecast instead of emailing spreadsheet copies.
- Review cash pressure and explore scenarios together before agreeing on the next step.
Source video: What Does the Future Hold for Your Cash? | Budgee
Invite the right people into the forecast
Share the organisation with the people who contribute to the cash conversation.
That might include the business owner, an internal team member, an accountant or bookkeeper who maintains the numbers, or an advisor helping the business understand its options.
Click Share in the Budgee header, choose Invite User, and enter the person’s email address.
Choose the right permission level
Give each person enough access for their role without giving them controls they do not need.
- View gives read-only access to the board, transactions, forecasts, and reports. Viewers can turn scenarios on or off for their own view.
- Edit lets someone work in the board day to day, including updating transactions, forecasts, and scenarios.
- Admin includes full access and the ability to manage board settings and sharing.
Keep the conversation in one live forecast
Shared access keeps everyone looking at the same current cash position.
Instead of sending spreadsheet copies back and forth, invite people into the organisation so a meeting starts from one trusted view. The owner can bring operational context while the accountant, bookkeeper, or advisor helps interpret the timing and risks.
Explore decisions together
Once the forecast is shared, use it to make the conversation concrete.
Review where cash pressure appears, test ideas such as hiring or a major purchase, and switch scenarios on or off to compare possible paths. The scenario supports the shared discussion; it does not replace it.
Finish by agreeing on the decision, the assumptions that matter, and when the group will review the forecast again.
How sharing works in Budgee
Budgee shares access to the organisation rather than creating another copy of the forecast. Each invited person signs in with the permission level selected for them.
- Click Share and invite the person by email.
- Choose Admin, Edit, or View access.
- Review the same live forecast and explore decisions together.
Use Budgee for short-term cash flow forecasting
See how Budgee turns Xero data into a practical forecast you can update, test, and discuss without rebuilding spreadsheets.