Why Businesses Are Switching to Forecast 5
1. 📣 One Touch Reporting
Generate fully custom, branded report‑packs (P&L, Balance Sheet, Cashflow, Funds Flow) with the click of a button.
2. 🧮 Memo Formulas
Use formulas in memo records to calculate KPIs or non-financial data flexibly.
3. 📊 Visual Reports
Built-in graphics for EBITDA, cashflow, sales analysis, and more, ready to run anytime.
4. 📦 Stock & WIP Tracking
Manage stock value, work-in-progress, and complex manufacturing or farming scenarios easily.
5. 💰 Gross Wages
Enter wages in net or gross format with no backward calculations required.
6. 👥 Employee Groups
Budget staff individually or in groups, saving time on repetitive entries.
7. 🔗 Integration with Accounting
Import opening balances, actuals, and chart of accounts from Xero, Sage, MYOB, and more.
8.🗄️ Microsoft SQL Database
Robust, secure storage with easy reporting, backups, and data access.
9. 🔐 Admin Pack
Control forecast status, group users, and set view permissions for added security.
10.📑 Section Summary
Snapshot your P&L sections and drill down to individual records quickly.
11.⚡ Refresh All Hotlinks
Update multiple hotlinked forecasts at once, saving time.
12. 🔗 HotlinksTo Other Forecasts
Connect forecast to forecast for dynamic updating
13.👀 Report Preview
Quickly view your P&L and Balance Sheet without switching tabs.
14.🖥️ Single Data Entry Screen
Enter data efficiently and switch between records seamlessly.
15.📝 Daily Cashflow
Monitor day‑by‑day cash position with rolling 90‑day projections—critical for liquidity management.
16.📋 Paste from Excel
Copy and paste 12 months of data horizontally or vertically directly into Forecast 5.
17.💡 User Assumptions
Record assumptions and automatically incorporate them into reports for clarity.
18.🚀 Continuous Development
Regular updates, cloud roadmap, and new features based on user feedback.
19.📂 Folders
Organise budgets by cost centre, region, or section with up to five levels of folders.
20.🌎 Region-Specific Setup
Pre-configured currency, tax, and pension schemes for NZ, AU, UK, Scotland, and the US.
Switching from antiquated spreadsheets or legacy WinForecast systems to Forecast 5 isn’t just an upgrade—it’s a transformation. You’re no longer working around tools; you’re working with a purpose‑built platform that aligns forecasting, reporting, scenario‑modelling and integration into one sleek workflow. The result? Faster budgets, deeper insights, fewer errors, and boards that get trusted numbers—not just hopeful guesses. Embrace modern financial planning. Choose clarity, accuracy and control with Forecast 5.
