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We know that navigating the app ecosystem can sometimes feel overwhelming so we brought together 11 apps that offer cash flow or 3-way forecasting functionality, to provide short demonstrations.

This event ran on 3/2/21. We would love your feedback and to understand which other types of apps you would like us to run a similar event for. Please complete this feedback form if you attended or would like to express interest in us running a similar event for a different category of app.

Demos

Futrli Predict

Every small business needs a forecast. Futrli Predict builds it for you and explains every number.

Try predict for free

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Whether you’re looking for a full 3-way forecast or just cashflow reporting or general management reports, Calxa can help you. Our aim is to give you powerful, flexible reporting but still make it easy to use.

Try Calxa for 30 days free and we’ll give you 20% of your subscription, for life.

Start your 30 day free trial today

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Castaway delivers powerful 3-way forecasting and business modelling for SMEs and advisers, with deep business insights, comprehensive real-life scenarios and numbers that work … every time.

Castaway is the ideal next-step tool when you need more … more options, more flexibility, more customisation. Use it standalone, or integrate with Xero, QBO, Sage and Excel. Includes custom dashboards, drivers, accruals/prepayments, forex, inventory, invoice finance, complex loans, absorption costing and much more.

Start your 30 day free trial today

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Whether its forecasting, financial modeling, proformas, or bespoke financial
statements, our add-in has you covered.

I encourage you to contact me for your FREE, in- house, lifetime subscription for the add-in. We hope you will use it to create powerful financial models to support your own business, and discover its applicability to your clients’ businesses as well.

Get your FREE subscription

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Say hello to the future of three-way forecasting. Fathom Forecasting combines powerful technology with smart predictions, drivers and formulas so you can build better forecasts.

We’re offering you a 14 day free trial (no credit card required), so you can see why more than 40,000 businesses globally use Fathom as their go-to financial intelligence, forecasting and reporting app.

Start today

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Create forecasts in Google Sheets using live data. Compare multiple periods, tracking categories, multi-currency, and more.

Use promo code APPADVISORY20 for 20% off for a year.

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Float offers easy-to-use, operational cash flow forecasting software for Xero, QuickBooks Online and FreeAgent users. If your clients are asking you questions like “When should we pay this bill?” or “What if we lost that customer?”, they are really asking you about their cash flow. Helping your clients answer these crucial questions has never been easier.

Float connects quickly and securely to your accounting software so your clients’ forecast is always reliable and up-to-date. You can create budgets and compare ‘what if’ scenarios, helping you give your clients the cash flow insight and certainty they need.

Get a 30 day free trial today

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Fluidly | Logo

Fluidly not only forecasts WHAT will happen in your clients’ businesses, but also tells you SO WHAT and NOW WHAT – it uniquely equips you with the tools to improve your clients’ bank accounts.

We provide your practice with four cashflow tools – Forecast, Plan, Fund and Chase – all in one place. Plus world-class onboarding and training to sell and market your services.

Redeem offer

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Thanks for showing interest in Helm! We hope the information we provided at Forecasting the Future highlights exactly how we can make your cash flow advisory services faster, easier and more engaging.

Start your 15 day free trial today

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Use 4-Way Forecast to create an integrated and fully-linked forecast across the P&L, balance sheet, cash flow statements and ratios for up to 10 years.

Start your 14 day free trial today

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3-way & consolidated forecasting plus a great range of comprehensive performance reports.

Get a 30 day free trial today

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Forecasting the Future Brochure

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