Expert included
Every Forecastr plan comes with a dedicated finance expert to take work off your plate and help you grow revenue, raise capital, and never run out of cash.
Essentials
Best for businesses that need a dedicated finance expert to understand their performance, support fundraising, and make confident decisions.
Includes:
- Dedicated financial analyst
- Custom-designed financial model
- Variance analysis (budget vs actuals)
- KPI summary dashboard
- Basic fundraising support
- Investor reporting support
- Monthly forecast updates
- Built-in AI Chatbot
- Basic integrations: Accounting systems, LLMs, Google Sheets & CSV
Dedicated analyst support
We will pair you with an experienced financial analyst who will build an investor-grade financial model to support your business.
As the functional owner of your model, your dedicated analyst will help you create an executive scorecard, custom investor reports, operational dashboards, and spearhead both monthly reviews and quarterly re-forecasts.
Growth
Best for growing companies that need deeper insights, connected data, and proactive financial guidance to scale with confidence.
Everything in Essentials plus:
- Custom scenario creation, comparison, and analysis
- Advanced fundraising support
- Departmental scorecards & KPIs
- Ad-hoc strategic support
- Advanced integrations: CRM, Billing systems
Dedicated analyst support
As you grow, your dedicated financial analyst grows with you. Beyond working with you to build exceptional visibility into the numbers behind your business, your analyst will expand your scorecard capabilities to the department level — keeping every member of your team on track and on priority.
Your analyst becomes your go-to resource for advanced data management, financial alerts, scenario creation and financial analysis.
CFO Services
Best for companies that need a strategic CFO to lead capital strategy, investor relations, and high-impact financial decisions.
Everything in
Growth plus:
- Dedicated CFO
- Multi-entity support
- Consolidated financial statements
- Strategic fundraising support and capital planning
- Strategic planning
- Investor updates and board presentations
- Ad-hoc custom projects
- Custom integrations
Granular analyst support
As your business grows more complex and financial modeling becomes even more critical to your decision-making process, you need an experienced team that can keep pace with the inevitable change, new challenges, and fresh opportunities.
At this stage, your Forecastr analyst will unleash the full power of your financial model to drive alignment and accountability down to the individual contributor level, help your team execute budget planning efficiently, and report your financial data in the custom views useful to your organization.