Forecastr

Forecastr is a "financial planning and CFO services platform" that helps startups and small businesses create accurate financial forecasts and make data-driven decisions. The platform combines sophisticated financial modeling software with human expertise from experienced CFOs and financial analysts.

The service works by pairing each client with dedicated financial experts who help build custom financial models tailored to their specific business needs. These models include revenue forecasting, expense planning, cash flow management, and scenario analysis. The platform integrates with popular accounting software like QuickBooks and Xero to automatically update your financial data.

What sets Forecastr apart is the human element - you get ongoing support from real financial professionals who understand startups and can provide strategic guidance beyond just software tools.

Getting started with Forecastr is designed to be simple and hands-on. The process begins with a 30-day onboarding period where you work directly with assigned financial analysts to build your custom financial model.

Steps to use Forecastr:

• Schedule a consultation call to discuss your business needs and goals.

• Get matched with dedicated financial analysts who understand your industry.

• Collaborate during the 30-day white-glove onboarding to build your financial model.

• Connect your accounting software (QuickBooks or Xero) for automatic data updates.

• Review monthly reports and forecasts with your assigned analyst.

• Use scenario planning tools to explore different business outcomes.

Tips for better results:

The key to success with Forecastr is active participation during the setup process. Be prepared to share detailed information about your business model, revenue streams, and growth plans. The more context you provide, the more accurate and useful your financial forecasts will be. Regular check-ins with your analyst ensure your model stays current and relevant.

• Expert-built custom financial models with ongoing support

• Real-time QuickBooks and Xero integration

• Scenario planning and what-if analysis

• Professional investor reporting and presentations

• Cash flow forecasting and runway management

• Dedicated financial analyst or fractional CFO

• Monthly financial health reports and insights

• Interactive dashboard builder

• Formula customization capabilities