What Is Forecast 5?
Forecast 5 is a purpose-built budgeting and forecasting platform designed to empower accountants, CFOs, and finance teams with the tools they need to operate at their best.
Beyond simply replacing spreadsheets, it delivers a smarter, more structured approach to financial planning—one that removes complexity, eliminates manual errors, and dramatically speeds up your workflow. With powerful automation, integrated financial statements, and seamless actuals importing, Forecast 5 turns what used to be a time-consuming, stressful process into one that is accurate, efficient, and easy to manage.
The platform brings every element of your budget and forecast into one centralized system, enabling organizations to track performance, model scenarios, and uncover insights that support confident, strategic decision-making.
Key Features
📈 Integrated Financial Reporting:
Generate Profit & Loss, Balance Sheet, Cashflow, and Funds Flow reports with a single click. Everything is interconnected, so your numbers always add up.
💱 Multi-Currency Support:
Manage budgets and forecasts in multiple currencies, with monthly exchange rate adjustments for global planning.
🔄 Rolling Forecasts:
Continuously update your financial projections to maintain a dynamic, real-time view of performance, enabling agile decision-making and scenario planning.
🏢 Consolidation & Elimination:
Easily consolidate budgets from multiple departments or entities and eliminate intercompany transactions for a clear financial picture.
🔗 ERP Integrations:
Import historical data from Xero, MYOB, Sage, and other systems, and export forecasts seamlessly to your ERP or reporting software.
🔮 Scenario Planning:
Run "What If?" analyses to model different business scenarios and prepare for potential outcomes.
💰 Daily Cashflow:
Maintain a 90-day rolling bank projection, providing real-time insights into short-term financial needs.
🖥️ User-Friendly Interface:
An intuitive design makes financial modelling easy, letting teams focus on insights rather than manual data entry.
🔗 Hotlink:
Connect related financial records across forecasts or spreadsheets, ensuring changes update automatically and eliminating duplicate data entry.
📊 Variance Reports:
Quickly compare actuals versus budgeted figures to identify discrepancies and gain actionable insights for informed decision-making.
🏷️ Tags:
Organise and categorise financial data with custom tags, making reporting, filtering, and analysis faster and more flexible.
Benefits
Forecast 5 streamlines financial planning by automating manual tasks, significantly reducing the time spent on budgeting and freeing finance teams to focus on strategy and analysis. Its integrated system eliminates the errors common in spreadsheets, providing accuracy and confidence in every report.
Scalable for single departments or global organisations, Forecast 5 grows with your business, while its comprehensive tools and reporting capabilities support everything from daily cashflow management to long-term, multi-year forecasts.
Why Choose Forecast 5?
Forecast 5 doesn’t just automate numbers—it transforms the way organisations plan and analyse their finances. With accurate forecasts, real-time insights, and a user-friendly interface, finance teams can finally focus on strategy, growth, and confidence instead of spreadsheets.
💡Ready to Move Beyond the Spreadsheet?
Don’t keep investing time in a process that limits you. With Forecast 5 you gain a solution that’s faster, more accurate and built to scale. Shift your finance function from catching errors to driving business forward. Book a demo or start a free trial today—and experience what “faster” truly means.
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
