Financial Forecasting & Budgeting With Clarity & Excellent CFO Support
February 16, 2024

Financial Forecasting & Budgeting With Clarity & Excellent CFO Support

Chris Kirksey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Forecastr

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!
  • 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.
  • More youtube videos on walking through the software would be cool.
  • With clear data, I'm able to make better financial decisions on hiring/spending
I wish I found Forecastr years ago. No other software has been able to simplify finances with models and forecasting in a very clear manner like this, plus, with the CFO addition, it's a breath of fresh air for the first time in 8 years of business with finances.

Do you think Forecastr delivers good value for the price?

Yes

Are you happy with Forecastr's feature set?

Yes

Did Forecastr live up to sales and marketing promises?

Yes

Did implementation of Forecastr go as expected?

Yes

Would you buy Forecastr again?

Yes

Forecastr is great for any company who is looking to have clarity like never before on their finances, but it may be especially helpful for startups.

Forecastr Feature Ratings

Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
Automated Budgeting
10
Financial Planning Collaboration
10
Budget Customization
10
Departmental Budgeting
10
Import & Export Tools
10
Personalized dashboards
10
Color-coded scorecards
10
KPIs
10
Cost and profitability analysis
10
Benchmarking with external data
10
Revenue Forecasting
10
Key Performance Indicator setting
10