CashManager

What CashManager does

CashManager, operated by Accomplish Ltd, is a privately-held New Zealand company headquartered in Auckland that provides browser-based accounting software for small businesses and accounting firms in New Zealand and Australia. Its flagship product, CashManager Cloud (CMC), is a 100% browser-based platform launched in 2020 and built around automated bank feed integration (EziFeed), automatic GST/BAS calculation (Smart GST), customer and supplier invoicing, financial reporting (P&L, balance sheet, cashflow), and modular add-ons for quotes, purchase orders, stock management, budgets and job/project tracking. The platform is purpose-built for NZ and AU tax regimes, with IRD myIR-ready and ATO-ready summaries, and supports connections to NZ banks (ANZ, ASB, BNZ, Westpac, Kiwibank, TSB, Rabobank, Heartland, SBS, Co-op Bank, NZHL) via EziFeed and Akahu, with Australian bank feeds in active development.

The company monetises entirely through monthly subscriptions on a modular base-plus-add-on model: NZ$20/month per entity base, NZ$5/month GST Module, NZ$12-20/month for invoicing modules, and NZ$5/month for other modules, with no lock-in contracts and a 30-day free trial with no credit card required. Distribution combines a product-led self-serve website with an Accountant Partner Program offering preferential pricing (NZ$10-15/month per client), a single-login Partner Dashboard for managing multiple client accounts, and direct phone support for both segments. The company has operated for over 30 years, was founded in Australia in the early 1990s as CashManager Desktop, and remains privately held by an individual Australian owner based in New Zealand with no external investors. A 7-person team supports both markets, with four of seven employees having been with the business for over 20 years.

Two legacy products, CashManager Desktop (Windows) and CashManager Online (CMO, launched 2010), remain supported for existing customers but are no longer the focus of development. Revenue is not publicly disclosed and there is no evidence of external institutional investment, M&A activity, or pending capital raise.

Name

CashManager

Legal name

Accomplish Ltd

Website

https://cashmanager.io

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

CashManager (operated by Accomplish Ltd) provides browser-based accounting software for small businesses and accountants in New Zealand and Australia, offering automated bank feeds, GST auto-calculation, invoicing, and reporting via a modular subscription starting at NZ$20 monthly per entity.

Ownership category

akta.pro rank

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Subscription - Base Plan: Monthly subscription model starting at $20/month per entity for non-GST registered businesses. Includes bank reconciliation, EziFeed bank feeds, P&L, balance sheet, cashflow reports, and phone support.
2. Subscription - GST Module Add-on: $5/month add-on for GST-registered businesses. Includes Smart GST auto-calculation, IRD-ready returns, all filing periods, cash and invoice basis support.
3. Optional Add-on Modules: Modular add-ons including Customer Invoicing ($12/mo), Supplier Invoicing ($20/mo), Quotes ($5/mo), Purchase Orders ($5/mo), Stock Management ($5/mo), Budgets ($5/mo), Job & Project Tracking ($5/mo). All per entity per month.
4. Partner Program Subscriptions: Accountant partners subscribe on behalf of clients at preferential rates ($10/month non-GST, $15/month GST plan). All add-ons included at no extra cost on partner-held subscriptions. Partners billed monthly for all clients in single invoice.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

CashManager Cloud is a 100% browser-based cloud accounting platform purpose-built for small businesses and accountants in New Zealand and Australia. Its core offering combines automated bank-feed reconciliation via proprietary EziFeed technology, real-time GST/BAS auto-calculation, customer and supplier invoicing, and live financial reporting, sold as a modular base-plus-add-on subscription starting at NZ$20 per entity per month.

Product overview

CashManager Cloud (CMC) is a modular browser-based accounting platform for NZ and AU small businesses, built and operated by Accomplish Ltd (NZ). The core platform (Base Plan, $20/month) provides EziFeed automated bank reconciliation, financial reporting, and supplier payments. GST/BAS filing, customer and supplier invoicing, quotes, purchase orders, stock management, budgets, and job/project tracking are available as individual add-on modules priced from $5/month each. Add-ons can be activated or deactivated at any time. The companion Accountant Partner Dashboard gives accounting firms single-login access to all client accounts. Two legacy products — CashManager Desktop (Windows desktop) and CashManager Online (CMO, early cloud) — remain supported for existing customers but are no longer actively developed.

Differentiator

Problem solved

Functional benefit

Brands

• CashManager Cloud (CMC): The flagship modern, fully browser-based accounting platform - built from scratch for today's businesses.
• CashManager Online (CMO)
• CashManager Desktop
• EziFeed

Products and services

• CashManager Cloud 100% browser-based modular cloud accounting platform for small businesses in New Zealand and Australia, combining automated bank reconciliation via EziFeed, GST/BAS auto-calculation, invoicing, financial reporting, and real-time NZ/AU phone support, sold on a base-plus-add-on subscription model.
• Smart GST module Automated GST/BAS calculation module that builds the return in real time as transactions are reconciled and invoices raised, supporting all NZ filing periods (monthly, two-monthly, six-monthly) and AU BAS periods, both cash and invoice basis, producing IRD myIR-ready and ATO-ready summaries.
• Customer Invoicing module Customer invoicing and quote management module enabling creation and sending of professional branded invoices, customer records, outstanding invoice tracking, automatic payment reconciliation, and debtors ageing reports.
• Supplier Invoicing module Supplier bills management module allowing entry of supplier bills before payment, tracking of amounts owed and due dates, and matching of cleared bank payments, with supplier records and payment history.
• Quotes module Quote creation and management module that lets businesses create and send professional quotes to customers and convert accepted quotes directly to invoices with one click.
• Purchase Orders module Purchase order creation and tracking module that raises and manages purchase orders to suppliers and links them to supplier invoices for end-to-end procurement tracking.
• Stock Management module Inventory management module that tracks stock levels, manages products and contract pricing, and links inventory movements to invoices and purchase orders for product-based businesses.
• Budgets module Budgeting and variance analysis module that lets businesses set annual or monthly budgets by account and generates Budget vs Actual reports to track performance against plan.
• Job & Project Tracking module Job and project costing module that tracks costs and revenue by job or project, popular with trades, construction, and service businesses.
• Accountant Partner Dashboard Accountant partner portal providing single-login access to all client accounts, with visibility of GST deadlines, subscription status, recent activity, the ability to run P&L, balance sheet, GST returns, and custom reports across any client, and tools to set up new client trials without separate logins.
• CashManager Desktop Legacy Windows desktop accounting software that was CashManager's original product and remains supported for existing customers but is no longer actively developed.
• CashManager Online (CMO) Legacy cloud-based accounting product launched in the 2010s as an intermediate step toward CashManager Cloud; still supported for existing customers with a migration path available.

Quantifiable outcome

• Save up to $396/year compared to MYOB AccountRight Plus ($82/mo vs $115/mo)
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

One partnership is on record.

• AkahusupportingTechnology or IntegrationAkahu provides the technology infrastructure for CashManager's global bank feeds (EziFeed). When users apply for direct bank feeds, they agree to Akahu's terms of service. Akahu enables CashManager to offer automated bank data integration across multiple financial institutions.

Scale indicators3 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• Odoo: Odoo is an open-source ERP suite with a built-in accounting and invoicing module aimed at small and mid-sized businesses worldwide. While broader than CashManager, Odoo competes at the SMB bottom of the market with modular pricing and bank-feed-based accounting, often considered by the same buyers comparing CashManager.
• Sage Business Cloud Accounting: Sage offers cloud accounting products (Sage Business Cloud Accounting, formerly Sage One) to small businesses globally, including Australia and New Zealand. It competes broadly in the SMB accounting space with a much larger product portfolio, payroll, and global brand.

Direct peers

• Xero: Xero is the dominant cloud accounting platform for small businesses and accountants in New Zealand and Australia, offering bank reconciliation, GST/BAS, invoicing and a partner/accountant programme. CashManager competes head-on with Xero's SMB and starter plans (Xero Ignite, Xero Starter) on price, simplicity, and local support.
• FreshBooks: FreshBooks is a cloud accounting and invoicing platform aimed at service-based small businesses, freelancers and sole traders in Australia, New Zealand and globally. It overlaps with CashManager on invoicing, expense tracking, and SMB-focused simplicity, though FreshBooks is stronger on freelancer/service-business workflows.
• Saasu: Saasu is an Australian cloud accounting platform targeting small businesses and bookkeepers with bank feeds, BAS/GST, invoicing and inventory. It is a direct SMB-focused competitor in Australia with comparable feature set and pricing tier to CashManager.
• Wave Accounting: Wave (a H&R Block company) provides free and low-cost cloud accounting, invoicing, and bank reconciliation for very small businesses globally. It targets the same price-sensitive, simplicity-seeking SMB segment as CashManager, particularly sole traders and micro-businesses.
• Reckon: Reckon (formerly Reckon APS) provides accounting and bookkeeping software for Australian and New Zealand small businesses and accountants, including Reckon One and Reckon Accounts. It overlaps with CashManager on the same SMB/accountant buyer in the same geographies with comparable bank-reconciliation and GST capabilities.
• QuickBooks (Intuit): QuickBooks Online is the global incumbent in SMB cloud accounting, available in Australia and New Zealand with bank feeds, GST/BAS support, invoicing, and a large accountant partner ecosystem. CashManager runs direct comparison pages against QuickBooks targeting SMBs and accountants looking to switch.
• MYOB: MYOB is one of the longest-established accounting software providers for Australian and New Zealand small businesses, with products like AccountRight and MYOB Lite covering bank feeds, GST/BAS, invoicing and payroll. CashManager explicitly compares against MYOB on pricing, bank account limits and upgrade traps, signalling a direct SMB and accountant-channel rivalry.
• Zoho Books: Zoho Books is part of the Zoho suite and offers cloud accounting for small businesses including bank feeds, GST-compliant invoicing and accountant access, with pricing aimed at the SMB tier. It is positioned similarly to CashManager as an affordable, modular SMB accounting option, including in Australia and New Zealand.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/accomplishcm
• LinkedInlinkedin.com/company/cashmanager-by-accomplish

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CashManager