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Financial Projections Software

Build accurate financial projections without clunky spreadsheets
Make financial projections easier and less intimidating. Build forecasts using Forecastia—no cluttered spreadsheets, complex formulas or manual calculations—just AI.
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financial projections

Make financial projections the easy way—do more in less time

Automated forecasting

Automatic financial reporting & AI-powered forecasting

With Forecastia, all your financial statements—income statements, budgets, cash flow reports—are generated automatically. Plus, the AI-powered forecasting assist not only answers financial queries but also guides you in creating accurate revenue and expense streams.
  • Get instant answers to your financial queries.
  • AI-powered revenue & expense stream suggestions.
  • Automatically generate investor-ready financial reports.
automated forecasting
what if scenario planning
What-if scenario planning

Prepare for every possibility with “what-if” scenarios

Ensure your financial strategy is prepared for any situation. Adjust revenues, expenses, assets, and funding to simulate key decisions and test multiple financial outcomes with ease.
  • Plan multiple financial scenarios & compare side-by-side.
  • Get answers to all “what-if” questions investors might ask.
  • Test different strategies and optimize your financial plan for growth.
Visual dashboard

Create compelling visual reports instantly

Gain a complete view of your company’s financial performance and an intuitive visual dashboard that simplifies complex financial data, turning it into visual insights that drive smarter decisions.
  • Automatically create compelling, easy-to-read visual reports.
  • Track real-time performance with live updates and visual metrics.
  • Focus on decisions, not data processing, with auto-visual reporting.
visual dashboard
plan vs actual
Plan vs. actual

Track progress with plan vs. actual analysis

Monitor your progress with a live comparison of your actual performance vs. forecasts. Forecastia helps you spot discrepancies, identify growth opportunities, and ensure your financial plan stays on track.
  • Sync with your accounting software—QuickBooks or Xero.
  • Refine your strategy with data-driven insights and adjustments.
  • Highlight areas of overspending or underutilized resources for immediate action.

What Our Clients Say About Us

I'm not very good with numbers, and considered financial forecasts to be the biggest challenge while planning my small business. Fortunately, I came across Forecastia and it helped me get the job done. I'm quite happy with the results I got.

Stephen J

As a small business owner, I needed a simple way to forecast my finances, and Forecastia has been a big help. While it took me some time to fully understand the process and how to set up my financial scenarios, once I got the hang of it, it was quite easy.

Michael D

Forecastia does a great job at simplifying the financial forecasting process. The automated reports are great and AI suggestions are good, but what I liked the most was the ability to integrate my QuickBooks account. It made things a lot easier.

Sarah M

Scaling my business meant making tough financial decisions—where to invest, which marketing channels to scale, and more. Spreadsheets weren't cutting it anymore. Forecastia helped me plan my expansion and make smarter financial choices.

Alex W
Wait, there’s more

Your complete toolkit for smarter financial planning

short & long term forecasting

Short & Long Term Forecasting

Plan ahead with precision—forecast for the next quarter or the next decade.

visual dashboards

Visual Dashboards

Simplify decision-making with real-time, easy-to-read financial insights and charts.

scenario planning

Scenario-based insights

Prepare for the unexpected by modeling various "what-if" scenarios and their outcomes.

actual vs forecasts

Actual vs. Forecasts

Compare actual data with projections to monitor progress and adjust plans on the fly.

automatic financial reports

Automatic financial reports

Generate income statements, balance sheets, and cash flow reports automatically.

ai powered suggestions

AI-Powered Suggestions

Get AI insights to improve accuracy and identify growth opportunities.

financial templates

Financial Templates

Begin your financial planning with pre-designed templates suited for your business.

track progress against forecasts

Profit Analysis

Track profit margins and measure performance across multiple revenue streams.

collaborative tools

Collaborative Tools

Work seamlessly with your team to refine financial forecasts and stay aligned.

One financial forecasting tool, multiple use cases

Forecasting
Fundraising
Management
Scaling

Financial Forecasting & Planning

  • Create revenue & expense forecasts to guide business decisions.
  • Simulate "what-if" scenarios to prepare for growth and challenges.
  • Ensure your financial goals are realistic, aligned with market conditions.
financial forecasting & planning

Startups & Fundraising

  • Develop professional financial plans to secure investor confidence.
  • Plan funding needs and allocate resources to meet growth milestones.
  • Present profitability and growth strategies to attract funding.
startups & fundraising

Small Business Management

  • Maintain healthy cash flow to sustain day-to-day operations.
  • Anticipate seasonal sales fluctuations and adjust budgets accordingly.
  • Identify cost-saving opportunities to improve profit margins.
small business management

Scaling & Growing Businesses

  • Analyze the financial impact of business expansion or new ventures.
  • Plan resource allocation for marketing, hiring, and operations.
  • Align business strategies with financial health to minimize risks while scaling.
scaling growing businesses
Choose a platform that’s actually built for financial projections
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Frequently Asked Questions

Financial projections software is a tool that helps businesses project their future financial performance by analyzing revenue, expenses, cash flow, and profitability. Unlike traditional spreadsheets, modern tools like Forecastia automate the process, eliminating manual calculations and guesswork.
Forecasting can help you generate detailed financial reports, including balance sheets, income statements, cash flow statements, break-even analyses, and more.
No, you don’t need to be an accountant or financial expert to use Forecastia. Anyone with basic financial and software knowledge can build financial projections using Forecastia.
Yes, you can create and test multiple scenarios like market changes, business growth, or expense adjustments to make better business and investment decisions.
Yes, once you’ve integrated your accounting software or manually updated your actual performance in the tool, you can compare it against your forecasts. It will help you spot trends, fix gaps, and adjust plans in real-time.
Forecastia supports up to 10 years of financial projections, so whether you need help with short-term or long-term projections—Forecastia has got you covered.
You have your own AI assistant for instant answers to your questions. Plus, if you ever need help, our customer support team is always ready to guide you through the process.
Forecastia is a cloud-based, global application and you can use it from anywhere in the world. Entrepreneurs across 80+ countries trust Forecastia for financial planning and forecasting.