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For Accountants

Software you can
recommend with
confidence.

CashManager Cloud is client-bookkeeping software for New Zealand and Australian practices supporting straightforward small-business clients. Firms can access client accounts for reporting, GST preparation and day-to-day bookkeeping support, while continuing to use their own practice-management and year-end accounts systems for financial statements, notes, depreciation and related work.

CashManager Cloud Partner Dashboard
Why CashManager Cloud

Built for practices
that value simplicity.

We're not trying to be everything to everyone. CashManager Cloud does the core of accounting - really well, really simply - and that's exactly what most small business clients need.

01

Perfect for in-house bookkeeping - and clients who do their own

Many practices do the books directly for a portion of their client base. For supported New Zealand banks, EziFeed can import transaction data for reconciliation. For clients who manage their own books, CashManager Cloud is designed to keep the everyday workflow straightforward and make reporting access easier for the practice. Australian automatic bank feeds are coming soon.

02

Pricing that doesn't embarrass you

We offer preferential partner rates for accounting firms subscribing on behalf of their clients - rates that make it easy to recommend CashManager Cloud without your clients wincing at the bill. Transparent pricing, no lock-in, and no hidden add-ons for basic features.

Contact us to discuss the options for your practice →
03

You can call us. Really.

We're a private NZ & AU business - not a listed corporate. When you have a question, you ring us and a real person answers. We know the product inside out. No support tickets. No offshore queues. No three-day wait.

04

One dashboard for all your clients

Manage your entire client portfolio from a single partner login. Switch between client accounts instantly, run reports, check GST status, and set up new clients - all in one place, without logging in and out.

Current buyer guides

Use comparisons that are kept current.

Software pricing and product scope change. For a current, balanced view of when CashManager Cloud may suit a client and when another option may be a better fit, use our maintained buyer guides.

Pricing

Two simple ways
to set up your clients.

How pricing works depends on who owns the CashManager Cloud subscription. Both models are straightforward - choose whatever suits your practice.

Most Popular for Practices
Your practice owns & pays
You subscribe at a discounted rate, you invite your client to use it
🏷️
Accountant partner discount applied
Preferential rates for accounting practices — contact us for details

You hold the subscription at a discounted accountant rate and invite your client to use their account. Contact us for full pricing details.

✓ EziFeed for supported NZ banks
✓ Invoicing; Quotes coming soon
✓ SmartInvoicing
✓ Job & project tracking - coming soon
✓ Stock management - coming soon
✓ Reporting & budgets
✓ GST returns
✓ Phone support
Client owns & pays
Client subscribes independently
from
$20/mo
incl. GST

The client holds their own subscription and pays directly at $20/month incl. GST. The GST Module (+$5/mo) and other available add-ons can be selected if needed.

Job Tracking and Stock Management are coming soon, with planned pricing from +$5/month each. Ask us about currently available add-ons.

Not sure which model suits your practice? Most accounting firms find it easier to own the subscriptions themselves - one invoice, full visibility, and you control the setup. But if your client prefers to manage their own subscription, that works just as well. Call us and we'll walk you through it.
Questions about pricing?
Just call us.

We don't have a pricing calculator or a 12-step comparison matrix. We have a phone number, and a real person who will answer it and explain exactly what makes sense for your practice.

Or register your interest
Fill in the form below and we'll call you back within one business day.
Go to registration form
Partner programme

What you get as a partner.

The CashManager partner programme is designed to make your life easier - not to add more admin. Here's what's included from day one.

Partner Dashboard

View and access all your client accounts from a single login. See GST deadlines, subscription status, and recent activity at a glance.

Direct Phone Line

Partners get a direct number to our NZ & AU team - no call queues shared with end users. You'll always reach someone who knows the product.

Training Resources

Onboarding guides, how-to videos, and training materials you can share directly with clients to get them up and running fast.

Client Invitations

Set up new client trials directly from your partner dashboard. Clients get a 30-day free trial - you stay in the loop throughout.

Full Reporting Access

Run P&L, balance sheet, GST returns and custom reports across any client account at any time - without asking your client to do it for you.

Simple Monthly Billing

One invoice covering all your active clients. No per-seat confusion, no surprise charges. You always know exactly what you're paying.

Getting started

Up and running
in four steps.

No lengthy implementation. No mandatory training courses. Most partners are set up and have their first client on the platform within a week.

1

Register your interest

Fill in the short form below or call us. We'll be in touch within one business day.

2

Get your partner account

We set up your practice dashboard with access to all partner resources and pricing.

3

Invite your first client

Send a 30-day free trial invite straight from your dashboard. We help with onboarding.

4

Grow at your own pace

Add clients as you see fit. No minimum volumes. No pressure. Just good software at fair prices.

Partner resources

Evaluate the workflow before you recommend it.

Review the current product features, pricing options, GST guidance, and partner-dashboard workflow, then speak with the CashManager team about whether the product fits your client mix.

Review features →NZ GST guide →AU GST guide →
Common questions

A clear client-bookkeeping role.

CashManager Cloud supports the client-bookkeeping workflow. The answers below set clear expectations for firms and clients.

Can an accounting firm work in a client's CashManager Cloud account?

Yes. A firm can access client accounts through the partner dashboard for reporting, GST preparation and day-to-day bookkeeping support. Firms can support client-led bookkeeping or provide bookkeeping work themselves.

Is CashManager Cloud practice-management or year-end accounts software?

No. CashManager Cloud is client bookkeeping software. Firms continue to use their own practice-management and year-end accounts systems for financial statements, notes, depreciation and related work.

How do partner subscription options work?

A practice can discuss preferential partner options when subscribing on behalf of clients, or a client can subscribe directly from the published base price. Contact the CashManager team to discuss the option that suits the practice and client relationship.

Ready to become a CashManager partner?

Register your interest and we'll call you within one business day. No obligation - just a conversation about whether CashManager Cloud is a good fit for your practice and your clients.


Register Your Interest
We'll be in touch within one business day.
We'll call you - no automated emails, no sales sequences.