Three Steps to Confident Forecasting

03.02.26 08:29 AM

Start Smarter. Budget Confidently.

You’ll be ready to budget smarter in just three simple steps:


 1️⃣ Install Forecast 5

 2️⃣ Migrate your data

 3️⃣ Start budgeting

🖥️Installation Made Easy 

Whether you're using Forecast 5 on a single computer or across a network, getting started is straightforward. If you need your database in a centralized location for multiple PCs, or want to integrate with your accounting software, our expert team is here to help. We’ll make the setup smooth and efficient, tailored to your needs.

📂Seamless Data Migration

Don’t worry about losing your existing budgeting work. You can easily import your data — spreadsheets, chart of accounts, or historic budgets — into Forecast 5. Our consultants are available to guide you through the transfer, making the transition painless.

✏️Begin Budgeting Straight Away 

Once Forecast 5 is installed and your data is migrated, you’re ready to start building budgets. Bring your financials to life with highly configurable records (wages, stock, KPIs, and more), forecasting options, and flexible data entry methods.

💡 Expert Support When You Need It

        🔹Set-Up Assistance

            Need help configuring your environment? Whether it’s a multi-user network or integrating with accounting systems, we’ve got you covered.


        🔹Training

            Our free, self-paced online training includes 2+ hours of video instruction plus 12 quizzes to reinforce learning. Prefer a hands-on approach? Our             experienced consultants can lead more in-depth, personalized sessions tailored to your business.


        🔹Ongoing Support

            We believe in real, accessible support.

            📚24/7 Knowledge Base, free for all users

            🤝No outsourcing: direct access to our team, not an overseas call centre

            💻Remote assistance when needed

Faster Forecasts. Fewer Errors. One Trusted Platform.

See the difference in just 21 days! 

Start your free trial or request a demo to experience smarter forecasting

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