Explore the Power Behind Forecast 5

Break free from error-prone spreadsheets and manual processes. Forecast 5 combines familiar Excel-like flexibility with enterprise-grade financial modelling - helping growing businesses achieve budgeting clarity without complexity.

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Smart, Efficiency-Driven Features

Forecast 5 equips you with the tools to manage your business smarter and faster. From Consolidations that bring all your entities together, to Daily Cashflow monitoring, and What-If Scenarios for strategic planning, every feature is designed to streamline decision-making and give you a clear view of your financial health—all in one platform.

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Contract Retentions

A unique feature specially built for the construction industry, enabling retention of a portion of an invoice until required, depending on the contract.

What-If Scenarios

Know the consequences of any changing business situation with What If scenarios, empowering you to make informative decisions quickly and plan wisely.

Actuals Entry

Efficiently compare budgets to real results, analyse variances, and update your forecasts for accurate, forward-looking planning.

Consolidations + Eliminations

Say goodbye to manual budget consolidation. Combine departmental and company budgets, eliminate intercompany transactions, and produce instant reports effortlessly.

Extend and Amend

Forecast up to 15 years and factor in increases or decreases as needed, leaving you to make strong and informed decisions.

Hotlinking

Dynamically update your data from spreadsheets or related forecasts with Hotlinks.

Export Forecast Data

Export data from Forecast 5 into a formatted spreadsheet to be imported into your ERP or reporting system. We're about working smarter, not harder.

Daily Cashflow

With 90-day rolling bank position and fine-tuning, Daily Cashflow supports you to be the master of your cash and your financial health.

Financial Software Integrations

At its heart, our integration solution eliminates the repetitive and time-consuming chore of manual data entry.

With connections to leading accounting platforms, you’ll not only reduce double-handling—you’ll eliminate errors and keep your forecasts accurate in real time.

Free up hours in your week, streamline your workflow, and focus on what really drives your business forward.

Integrate seamlessly with accounting software

Xero - SAP B1 - Sage 50 Accounts - Sage 200 - Sage 300 - MYOB AccountRight - MYOB Advanced - MYOB Exo

Stronger, Efficient Features

Designed to simplify your workflow, Forecast 5 gives you the smart tools you need to work efficiently. From Multi-Currency for managing global operations, to Admin Packs for enhanced security, and Templates for faster budgeting, every feature is built to save you time and make your financial planning easier.

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Memo Records

Store critical non-financial data, effortlessly calculate KPIs, and integrate forecasts seamlessly for comprehensive financial planning.

Multi-Currency

Designed to handle global budgeting and provide accurate and consistent outputs.

Admin Pack

Increase your security and safeguard your sensitive financial data from sight or unauthorised changes.

Forecast Tag

Effortlessly organise your forecasts with Tags, distinguish forecasts by location, version, budget state or however suits you.

Departments

A lesser option for division than consolidations but without compromising the clear picture over your financials.

Templates

Time is of the essence. Copy and reuse your budget as needed and stop creating from scratch.

GL Code Tracking

Align Forecast 5 with your accounting system with GL Code tracking for quicker understanding.

Assumptions

Neatly record, manage, and report your critical inputs and key drivers with Assumptions.

Time-Saving Reporting Features

Produce professional, bank approved P&L, Balance Sheet, and Cashflow statements in one click – saving teams up to 80% of their reporting time.

One Touch Reporting

Create professional, bank-ready reports instantly with Forecast 5. No manual work—just your templates, your branding, and one effortless click.

Integrated Reports

A full suite of Profit & Loss, Balance Sheet, Cashflow, Funds Flow, P&L by Department and P&L by Tracking Categories in an instant.

Visuals

Bring your financial data to life with dynamic, interactive graphs that give you a clear insight to your financial standing.

Schedules

Get a deeper insight into your organisations operations, finances and assumptions with our range of advanced schedules and reports.

Report Views

Build custom reports and dashboards that give your business the information you need with Report Views.

Section Summary

Quickly and easily assess and adapt your financial standing with an at-a-glance summary of each section of your Profit & Loss.

What If, Rolling & Variance Reports

Analyse What If scenarios, compare actual vs budget and prepare for the future with even more reporting options.

Report Preview

Monitor changes and trends directly from the home page with Forecast 5’s Report Preview. Your Profit & Loss and Balance Sheet reports right where you need them.

Using Integrations in just 3 easy steps

Step 1

Create a forecast and select your integration
Set the date as your prior financial year
Connect to your company data

Read our guides

Step 2

Set your record types
Map the GL codes
Import

Watch the videos

Step 3

Extend to your new financial year.
Enter your opening balances
Import your actuals