Knowledgebase

Overview of product features

Cashbucket includes the following abilities and functions

User functions

Revenue and expense management
Automated forecasting
Manual forecast management
Dashboard and cash management
Decision making
Export to excel
Cash flow reporting
Integration into excel models

Automated / system functions

Automated xero data load
Automated revenue and expense creation
Identification of one off items vs recurring items
Transaction mapping creation

About Us

Whilst running a previous business, the founders of cashbucket did what everyone else does, they ran their financial models, expenses, and revenue forecasts in Excel. However, as the company grew, so too did the complexity of these spreadsheets leading to a large amount of manual effort, errors, and a lack of clarity. They developed cashbucket to ensure companies are able to thrive and not fail due to financial complexity.

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