Forecasting & planning
budgee
Become the cash-flow rockstart your clients need.
For Accounting firms Bookkeepers Advisory and CFO services In-house finance teams Small business clients Not-for-profits
Straight answers
- What is budgee?
-
budgee is forecasting and planning software for accounting firms and their clients. Budgee helps accountants, bookkeepers and business owners see what cash will be in the bank tomorrow, next week/month/year. It integrates with Xero. Pricing: Business: NZ$79/month for 1 organisation. Accountant or bookkeeper: NZ$129/month for 3 organisations. Extra organisations: NZ$45/month each. Yearly billing includes 1 month free, paid upfront. See our website for local-currency pricing. Checked 28 September 2026.
- Who is it for?
-
budgee is for accounting firms and their clients, and the vendor names accountants and bookkeepers.
- What does it cost?
-
Pricing: Business: NZ$79 /month for 1 organisation. Accountant or bookkeeper: NZ$129/month for 3 organisations. Extra organisations: NZ$45/month each. Yearly billing includes 1 month free, paid upfront. See our website for local-currency pricing. Checked 28 September 2026.
Overview
Help clients answer “Can we afford this?” with confidence. Budgee turns Xero data into a clear, practical cash flow forecast so accountants, bookkeepers and business owners can see what cash is coming tomorrow, next week, next month or next year.
Spot cash pressure before it becomes urgent. See whether payroll, tax and supplier payments will leave enough in the bank, then drill down to the transactions behind the balance. Switch between daily, weekly, monthly and yearly views to see both the detail and the bigger picture.
Keep the forecast grounded in the business. Bring together Xero bank balances, invoices, bills, recurring items and transaction history. Build a baseline using past periods, averages or repeat patterns, then adjust amounts and timing to reflect what you expect to happen. Forecasts adjust as real payments occur.
Make cash flow a shared conversation. Move payments visually with drag and drop and explore the effect of a new hire, a late customer payment, a project or a loan. Toggle scenarios on and off, or combine them, to help clients understand their options before committing. Share forecasts with team members using view or edit access.
Built for accountants and bookkeepers delivering short-term cash flow advisory, and for business owners who want more control over cash. Plans include unlimited users, unlimited scenarios, Xero integration and priority support. Onboarding sessions are available to help you get started.
Book a personalised demo to see how Budgee can support your next cash flow conversation.
The facts
Vendor-supplied and dated- Category
- Forecasting & planning
- Pricing model
- Subscription
- Price
- Business: NZ$79 /month for 1 organisation. Accountant or bookkeeper: NZ$129/month for 3 organisations. Extra organisations: NZ$45/month each. Yearly billing includes 1 month free, paid upfront. See our website for local-currency pricing. Checked 28 September 2026.
- Works with
- Xero
- Available in
- Sold everywhere; no region stated
- Who runs it
- Accountants and bookkeepers
- Headquarters
- New Zealand
- Founded
- 2021
- Xero App Store
- Listed
- Listing
- Maintained by the vendor
- Last checked
- 4 Sep 2026
budgee pricing
Pricing: Business: NZ$79/month for 1 organisation. Accountant or bookkeeper: NZ$129/month for 3 organisations. Extra organisations: NZ$45/month each. Yearly billing includes 1 month free, paid upfront. See our website for local-currency pricing. Checked 28 September 2026.Plans as published by the vendor, checked 4 Sep 2026
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Business | US$45 | per month | Includes 1 organisation + $25 per extra organisation / month |
| Accountant or bookkeeper | US$75 | per month | Includes 3 organisations + $25 per extra organisation / month |
Prices as published by the vendor. A converted figure is an approximation; the vendor bills in its own currency. See the vendor's own price page (opens in a new tab)
What it does
As the vendor describes it- Xero data in one place: bank balances, invoices, bills and transaction history
- Daily, weekly, monthly and yearly cash flow views
- Transaction-level detail to spot cash pressure early
- Drag-and-drop payment timing to explore cash decisions visually
- Baseline forecasts using past periods, averages and repeat patterns
- Unlimited what-if scenarios: toggle, combine and organise in folders
- Forecasts that adjust as real payments occur
- Unlimited users with view or edit access
- Priority support and onboarding sessions available
budgee integrations
1 integration mappedWho implements budgee
Implement budgee for accounting firms? List your practice free.
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budgee, answered
The questions firms search for before they trial it- What is budgee?
- budgee is forecasting and planning software for accounting firms and their clients. Budgee helps accountants, bookkeepers and business owners see what cash will be in the bank tomorrow, next week/month/year. It integrates with Xero. Pricing: Business: NZ$79/month for 1 organisation. Accountant or bookkeeper: NZ$129/month for 3 organisations. Extra organisations: NZ$45/month each. Yearly billing includes 1 month free, paid upfront. See our website for local-currency pricing. Checked 28 September 2026.
- Does budgee integrate with Xero?
- Yes. budgee lists Xero as an integration. The Firm's directory can be filtered by Xero to see the other tools that plug into the same stack.
- What does budgee cost?
- budgee publishes 2 plans (checked 3 September 2026). Business: US$45 per month; Accountant or bookkeeper: US$75 per month. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.
- Who is budgee for?
- budgee is built for Accountants and bookkeepers. It is forecasting and planning software, listed on The Firm's practice shelf.
- Is budgee on the Xero App Store?
- Yes. budgee has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from. Xero is among the integrations budgee lists.
- Are there reviews of budgee?
- budgee's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.
- Who makes budgee?
- budgee is made by a company based in New Zealand, founded in 2021, as stated on the vendor's own site (checked 3 September 2026).
- Can a firm see budgee before buying?
- Yes. budgee offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.
- Who maintains this budgee listing?
- budgee has claimed this listing and maintains its own description, features, integrations and pricing. The Firm labels paid placement wherever it appears.
- How does a firm choose between forecasting and planning tools?
- The Firm's guide to choosing forecasting and planning software, on the Forecasting & planning category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every forecasting and planning tool; listing is not a ranking.
- What are the pricing plans? Vendor
- Budgee has monthly and yearly plans. The Business plan is $79 NZD per month for one organization, and the Accountant plan is $129 NZD per month for three organizations.
- Where is the data hosted? Vendor
- Budgee's data is hosted on the Google Cloud with strong security protocols in place.
- What happens if I have multiple currencies? Vendor
- Budgee handles multi-currency organizations by converting foreign currency transactions to the base currency using accurate exchange rates from Xero.
- What are the alternatives to budgee?
- Other forecasting and planning tools in The Firm's directory include Calxa, Kudwa, Nume and Castaway Cloud. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.
Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on budgee's own site, checked 4 Sep 2026. Tell us an answer is wrong
What changed on this listing
Every edit, dated, with who made it- Sept 2026 price changed from US$45 per month to Business: NZ$79/month for 1 organisation. Accountant or bookkeeper: NZ$129/month for 3 organisations. Extra organisations: NZ$45/month each. Yearly billing includes 1 month free, paid upfront. See our website for local-currency pricing. Checked 28 September 2026.; description updated; added features: Xero data in one place: bank balances, invoices, bills and transaction history, Daily, weekly, monthly and yearly cash flow views, Transaction-level detail to spot cash pressure early, Drag-and-drop payment timing to explore cash decisions visually, Baseline forecasts using past periods, averages and repeat patterns, Unlimited what-if scenarios: toggle, combine and organise in folders, Forecasts that adjust as real payments occur, Unlimited users with view or edit access, Priority support and onboarding sessions available; removed features: Import data from Xero, Scenario planning, Daily cash flow control, Visual drag-and-drop forecasting. Vendor update
- Sept 2026 faq updated. Checked by The Firm
- Sept 2026 price published: US$45 per month; plans published. Checked by The Firm
Alternatives to budgee
Other forecasting and planning tools, in the directory's usual order. Listing is not a ranking. The whole shelf →
Calxa
Forecasting & planning
Financial reporting software for businesses and not-for-profits
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Kudwa
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Nume
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AI CFO for proactive financial management
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Castaway Cloud
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Business forecasting and modelling cloud app
Works with Xero · QuickBooks Online · Microsoft 365 +1Unclaimed listing