In this brochure
Register for the event
About the event
A note from your host, Will Farnell
A comparison of integrated forecasting
software
Apps that just do cash flow forecasting
Apps that just do 3-way forecasting
Spreadsheet plugin apps
About the Event
We know that navigating the app ecosystem can sometimes feel
overwhelming so we've brought together 11 apps that offer cash
flow or 3-way forecasting functionality, to provide short
demonstrations.
The purpose of the event is to allow you to get an understanding
of an app's functionality and use case to help narrow down your
options for further investigation.
Following a 15 minute introduction, breakout rooms will open
and each app will begin a demonstration every 15 minutes. It will
be possible to view up to 5 demonstrations during the event.
Register here.
A note from your host
We are delighted to be hosting this unique product showcase with our app
partners from the forecasting space around the world.
Will Farnell
Forecasting is among the top three areas of interest from accounting firms
when it comes to add on products and provides a step towards greater
relationship with clients and providing opportunities for firms to use tools to
deliver new added value services.
As firms get better quality data by owning clients bookkeeping the logical step is to utilise that data for
insights, leading many firms to begin to look at forecasting addons. The popularity of the sector means
firms are spoilt for choice. Our Forecasting the Future event aims to help firms get an insight into what
different products offer and help educate forms on whether a one size fits all approach wins over a
multiple solution approach.
11 Apps will present a high-level overview before we give you the opportunity to jump into 5 different
15 minute product demos from our app partners, all in one place form the comfort of your own home
or office.
We hope you find the event useful, we are confident there will be plenty for you take away.
Access our Comparison of
Integrated Forecasting Software
Apps that just do
Cash Flow Forecasting
Go to Float
Float is a secure cash flow forecasting and
management software. It provides an accurate
picture of past, current, and future cash flow
so your clients can plan for the what-ifs and
make more informed decisions.
Float creates an operational forecast based on
your predictions and upcoming invoices and
bills. It shows exactly how much cash a
business will have on any given day in the next
3 years. It’s easy to use and your clients will
love it.
Integrations
Pricing & Trial Information
14 day free trial for businesses. Pay monthly from £49 per month.
Free licence and 30 day client trial for accounting & bookkeeping firms, plus
discounted licensing for your clients.
Go to Fluidly
Tired of using one tool for credit control,
another for cashflow forecasting and
something else entirely to help clients get a
loan?
Fluidly is your one-stop solution – with
everything you need to know about your
clients’ cashflow situation in one place. From
forecasting to funding, we help you launch
new services and keep clients happy.
Integrations
Pricing & Trial Information
Fluidly is more than a piece of technology, it’s a membership – to help you sell and
market every type of cashflow service.
We don’t make you pay for dozens of licences you don’t need. Fluidly membership
is simple, offering you four cashflow tools in one and the support to get new
services off the ground.
Apps that do
3-Way Forecasting
Go to Castaway
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. Includes custom dashboards, drivers,
accruals/prepayments, forex, inventory, invoice
finance, complex loans, absorption costing and
much more.
Integrations
Pricing & Trial Information
Free 30 day trial | One month full access licence: £250
12 mth licence: First user £95/mth or £950/yr
12 mth licence: Additional users £40/mth or £400/yr
12 mth licence: Consolidations module £20/mth or £200/yr (covers all users)
Go to Helm
The number one reason small business
owners are stressed and stay up at night: cash
flow. Will there be enough money to make
payroll next week? Is there cash to cover loan
payments at month end?
Helm makes those processes faster, more
simple, and more intuitive with features like:
An interactive interface
Custom graph colouring
Ability to edit multiple estimates at one
time
Automated AR and AP timing based on
actuals
Integrations
Pricing & Trial Information
15 Day Free Trial
US$30/month
Unlimited users
Unlimited scenarios
Go to Fathom
Fathom provides financial intelligence, detailed
performance reporting and scenario
forecasting in one clean, simple and easy-touse interface.
Fathom Forecasting combines powerful
technology with smart predictions, drivers and
formulas so you can build better forecasts.
Plan for every possibility with Fathom.
Integrations
Pricing & Trial Information
We're offering you a 14 day free trial (no credit card required).
We have plans for businesses of all sizes, starting from just £33 a month. All plans
include unlimited users, multichannel support and all of Fathom’s market-leading
features.
Go to Futrli Predict
Futrli Predict automatically pulls data from Xero
or QuickBooks Online twice daily to generate
automatic predictions for cash flow, profit and
loss and balance sheet
Futrli makes predictions based on previous
data. Every Futrli prediction is explained so you
can understand how the calculation is based.
You can choose whether to accept the
prediction or create your own.
Predict will display your predicted VAT amount
based on actual and predicted data for both
cash and accruals methods.
Integrations
Pricing & Trial Information
7 day free trial
$37 per month billed annually, or $49.50 /monthly
USE CODE 50%OFFPREDICT in Predict to lock in these prices forever.
Go to Calxa
Calxa provides a fully integrated 3-Way
Forecast for one company or many. It offers
multi-currency consolidations with easy
elimination of intercompany transactions.
Driver-based budgets can be built for
departments or projects and roll up to the
organisation level. Multiple scenarios make
Calxa a powerful decision-making tool.
The 140+ report templates will get you started
but you can also customise them to suit your
own needs. Add KPIs to give your clients
unique insights.
Integrations
Pricing & Trial Information
30 day free trial
£96 monthly for 5 organisations and 5 users. £8/month for additional
organisations or users
No minimum term.
Go to Spotlight
Spotlight is designed by accountants, for
accountants and is the preferred choice of the
Big 4 and leading progressive accounting firms
globally.
Spotlight Reporting has just launched
consolidated forecasting. They also offer a
great range of comprehensive performance
reports, full three-way forecasting,
customisable dashboards and advanced
consolidated reports for multi-entity
businesses and franchises.
Integrations
Pricing & Trial Information
Basic - £250 p/m - access to 20 organisations, unlimited Spotlight certifications
and our Partner Success Centre.
SuperVCFO - £495 p/m - access to 50 organisations.
Go to Syft
Syft Analytics is a data analytics and reporting
tool that helps organizations understand
financial data.
Syft helps deliver real bottom-line impact with
powerful features to go from data to decisions
in seconds.
Integrations
Pricing & Trial Information
14-day Free Trial available for all plans.
Syft has four pricing plans for Accounting Practices ranging from £0 to £159pm.
The plans include the Basic plan which is free, Growing at £39pm, Pro at £79pm
and Enterprise at £159pm.
Save 2.5 months when you pay annually (available on all plans).
Spreadsheet
Plugin Apps
Go to G-Accon
G-Accon integrates Google Sheets with Xero
and QBO and synchronizes data in both
directions.
Create forecasts in Google Sheets using live
data. Compare multiple periods, tracking
categories, multi-currency, and more.
Save your templates in the Cloud and share
them with your team or clients.
Integrations
Pricing & Trial Information
From $15 per month for one Xero or QuickBooks organisation,
with 14 days free trial, no card required.
Use promo code APPADVISORY20 for 20% off for a year.
Go to Scott's Add-Ins
Scott’s Add-ins, gives you powerful, new Excel
functions that allow you to leverage your
accounting system general ledger data. With
Excel as your canvas, use the add-in to create
beautiful financial art.
Forecasts, Proformas, Operating Reports, Cash
Flow, Tracking Category comparisons, and
multi-org consolidations, are just some of what
you can do.
Create once, recalc anytime to bring in
current data.
Integrations
Pricing & Trial Information
Free 15 day trial. $20 per month for first organisation, $8 per month for additional
organisations.
Receive a free subscription for your practice’s Xero organisation plus a free 30
minute training session on the add-in for all of your staff.
Contact scott@scottsaddins.com for this special offer.