Financial Forecasting & Budgeting With Clarity & Excellent CFO Support
Use Cases and Deployment Scope
We use Forecastr for the financial modeling with customer acquisition by service/source, visually seeing how each revenue stream is producing month over month and into the next 24 months, costs of each person in the organization, expenses and budgeting, assets and liabilities, and equity. We also utilize their CFO services which are phenomenal!
Pros
- Their onboarding with experienced CFO's is extremely helpful
- Their forecasting revenue models are easy to understand
- The budgeting and expenses section is better than anything else I've ever seen before.
Cons
- More youtube videos on walking through the software would be cool.
Return on Investment
- With clear data, I'm able to make better financial decisions on hiring/spending
Alternatives Considered
QuickBooks Online Advanced, NetSuite ERP, Xero and Wave Accounting
Other Software Used
QuickBooks Online Advanced, Semrush, Ahrefs, Canva
