CashDeck Reviews 75

TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

I have been using Cashdeck for as long as I can remember and they have certainly made the process of writing a loan so much easier. Their customer service for resolving any issues that rarely occur,... See more

Rated 4 out of 5 stars

Works most of the time. Some customers a skeptical about security so we've had to prepare statements around this. Would help if Cashdeck addressed this specifically by allowing customers to easily acc... See more

Company replied

Rated 5 out of 5 stars

These guys do a stellar job in a space that is difficult and messy by nature. We'd previously used a competitor and had challenges getting issues looked at and resolved quickly, which really left us i... See more

Rated 5 out of 5 stars

We use Cashdeck every day and to be honest without it our ability to assess the bank statements for a client's loan application would be severely hindered and 10 times longer at least. The support is... See more

Company details

  1. Financial Consultant

Information provided by various external sources

For over 20 years CashDeck’s local team has helped the heavyweights of the Australian financial industry manage their data. We specialise in developing this service into clever tools designed for you to use very day. We’re right here in Sydney, available when you need us. So get in touch.


Contact info

4.8

Excellent

TrustScore 5 out of 5

75 reviews

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Rated 5 out of 5 stars

I have been using Cashdeck for as long…

I have been using Cashdeck for as long as I can remember and they have certainly made the process of writing a loan so much easier. Their customer service for resolving any issues that rarely occur, has also always been impeccable. Cannot fault the team at Cashdeck, thank you for your service and keep up the great work!!

April 23, 2026
Unprompted review
Rated 5 out of 5 stars

We have used CashDeck for years

We have used CashDeck for years. It offers an easy and seamless client experience. As a business owner, CashDeck is far superior to illion (in our opinion), which we have trialled a few times over the years. The support from the team when experiencing issues is second to none. Highly recommended.

December 1, 2025
Unprompted review
Rated 5 out of 5 stars

Better than their competitors!

The team at Cashdeck are always so helpful and quick to assist with any support needed, even after hours. The functionality and usability is far superior to their competitors, and make my job so much easier. Highly recommend!

December 8, 2025
Unprompted review
Rated 5 out of 5 stars

A genuine asset to our business & backed by stellar support

We use CashDeck a lot, and find it very easy to use. As a small business, we rely on the tools we use to be dependable, trustworthy, ease of use and of value to our business (& our clients). CashDeck quite simply is. And on the very odd occasion, we run into a problem, the team is very quick at responding and finding a solution. They're awesome. :)

October 20, 2025
Unprompted review
Rated 5 out of 5 stars

Highly recommended!!!

CashDeck is an excellent, easy-to-use platform that allows quick and efficient access to client bank transactions and statement data. It saves me valuable time and effort when verifying income and expenses. On the rare occasion an issue arises, such as a linking error, the CashDeck team is always responsive and helpful, providing timely and effective support. I highly recommend CashDeck over other bank data software solutions.

October 15, 2025
Unprompted review
Rated 5 out of 5 stars

Prompt Service and an excellent…

Prompt Service and an excellent product. There is room for improvement and that is simple to do in my opinion. The PDF for Responsible Lending Analysis is 120-150 pages long and cannot be emailed. Is there something that can be done to ensure the PDF after being downloaded can be emailed and not 75MB.

October 1, 2025
Unprompted review
Rated 5 out of 5 stars

CashDeck delivered exceptional results…

CashDeck delivered exceptional results in extracting client's bank statements into structured, usable data. The process was swift and it seamlessly integrated with our existing systems, saving valuable time and increased efficiency.

September 5, 2025
Unprompted review
Rated 5 out of 5 stars

Ive been using Cashdeck for over 6…

Ive been using Cashdeck for over 6 years for my Mortgage Broking business, it's been such a help for me over the years to be able to obtain all clients bank statements that lenders require without the issues of the clients providing. Its cybersafe and quick and easy. Customer service is awesome, highly recommend

September 4, 2025
Unprompted review
Rated 5 out of 5 stars

Business process game changer

Have been using Cashdeck for a few years now and it's absolutely enabled a streamlining in our business processes. Any glitches we encounter (usually operator error) have always been resolved quickly and professionally by the Cashdeck team. The IM service makes contact almost instantaneous.

September 3, 2025
Unprompted review
Rated 4 out of 5 stars

Works most of the time

Works most of the time. Some customers a skeptical about security so we've had to prepare statements around this. Would help if Cashdeck addressed this specifically by allowing customers to easily access information about how the technology works, why it's secure and who Cashdeck is.

September 3, 2025
Unprompted review
CashDeck logo

Reply from CashDeck

Hi Jordan,

Thanks for sharing your feedback — we really appreciate it. You’ve raised a great point, and we’ll look at how we can make this information more prominent for clients.

Just a quick note: while I can’t share a screenshot here, if you open the client process and look to the top right corner, you’ll see three tabs: Security, FAQs, and Contact. By default, your contact details are shown, but the other tabs provide clear answers around how CashDeck works, why it’s secure, and who we are.

We also have a variety of materials to help you talk to your clients about security: https://intercom.help/cashdeck/en/articles/3345629-talking-to-your-clients-about-entering-their-bank-login-details

Thanks again for helping us improve!

Rated 5 out of 5 stars

Cashdeck is a must for our business

We use Cashdeck every day and to be honest without it our ability to assess the bank statements for a client's loan application would be severely hindered and 10 times longer at least. The support is great. the reporting we get is fantastic and the cost is easily worth it. I highly recommend this to anyone who needs a simple bank statement analysis tool.

September 3, 2025
Unprompted review
Rated 5 out of 5 stars

Great product and wonderful support!

Love using CashDeck to automate bank statements request for my clients - the process is so simple and it also analyses the living expenses so I don't have to manually review all the transactions. The support team is amazing and has a really fast turnaround time to troubleshoot any issues (no matter how late in the night)! Super impressed with the level of support provided by the team.

September 2, 2025
Unprompted review
Rated 5 out of 5 stars

CashDeck is truly revolutionary!

CashDeck is truly revolutionary! The system is user-friendly, and the support team is always responsive and friendly. It’s evident they genuinely care about helping their users. I love supporting an independent Australian business that is doing great things. Nitin Bansal (Must Home Mortgage Advisers)

September 1, 2025
Unprompted review

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