Advanced Budgeting Features | Forecast 5

The Features Behind Forecast 5:
Powering Accurate, Efficient Financial Decisions

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.

Time-Saving Reporting Features

One Touch Reporting

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

Reports

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

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 schedules and reports.

Report Views

Build custom reports and dashboards that give your business the key insights you need to make informed decisions easily.

Rolling & Variance

Compare actual vs budget figures and have stronger preparation for the future with even more built-in reporting options.

Section Summary

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

Report Preview

Monitor changes and trends directly from the home page. Your Profit & Loss and Balance Sheet reports right where you need them.

What If Reports

See the impact of different financial scenarios, helping you see the potential impacts of decisions before you make them.

Optimised Functionality

Financial Software Integrations

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

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.

Consolidations

Consolidations combine multiple entities or divisions into a single view in your chosen currency, providing a clear picture of your overall financial performance

Eliminations

Eliminations remove inter-company transactions and balances from consolidated reports, ensuring accurate totals and preventing double-counting

Extent & Amend

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

Hotlink

Dynamically update your data from spreadsheets or related forecasts with Hotlinks to streamline data entry and maintain consistency.

Export Data

Export forecast data from Forecast 5 into a formatted spreadsheet to be imported into your ERP or reporting system.

Actuals Entry

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

Multi-Currency

Designed to handle global budgeting and provide accurate and consistent outputs across regions, currencies and the globe.

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.

Forecast Tags

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

Admin Pack

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

Departments

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

Templates

Copy, reuse and build quickly on your existing plans as needed and stop creating from scratch, saving valuable time.

Export Description

Use the description box to add extra details to each record, which will be visible when you share exported reports.

GL Code Tracking

Align Forecast 5 with your accounting system with GL Code tracking for more accurate insights.

Supercharged Record Types

Memo Records

Get greater flexibility in your budget with memo records. Store critical non-financial data, effortlessly calculate KPIs, and integrate forecasts seamlessly for comprehensive financial planning.

Sales

Income
Separately Invoiced Income
Accrued & Prepaid Income

Bank Accounts

Bank Accounts
Journals

Costs

Costs
Accrued & Prepaid Cost
Separately Invoiced Costs
Separately Invoiced Stock
Stock, Stock Made, Stock On Hand
Net & Gross Wages

Fixed Asset

Fixed Assets
Financed Assets
Other Fixed Asset

Loans

Calculated Made and Taken Loans
Manually Entered Loans

Forecast Records

PAYE
GST/VAT
Trade Creditors and Debtors
Bad Debts
Tax Provision
Obsolete Stock
Dividend
Capital
Retained Earnings

Other Asset/Liabilities

Other Creditors and Debtors
Current Asset Liability Working Capital and Finance
Long Liability Working Capital and Finance

Capital

Reserve
Changes

Assumptions