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Forecastr

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What Forecastr is

Forecastr is web-based financial planning software paired with fractional finance services. It covers budgeting, forecasting, scenario modeling, variance analysis, workforce planning, financial consolidation, and forecast-versus-actual review. A formula builder supports spreadsheet-style calculations inside its modeling engine. Users can create dashboards for investors, boards, and teams, then share them through customizable links with individual or group permissions. Connected actuals sync automatically into models and dashboards. Listed integrations include QuickBooks, Xero, HubSpot, Stripe, Shopify, Rippling, and Google Sheets; Ramp and NetSuite are marked coming soon. Essentials includes a dedicated financial analyst, custom-designed model, monthly forecast updates, basic integrations, basic fundraising support, and an AI chatbot. Growth adds scenario creation and analysis, departmental scorecards and KPIs, advanced integrations, and advanced fundraising support. Every plan includes a dedicated finance expert. Essentials costs $5,000 a year, Growth $10,000 a year, and CFO Services has no listed price.

Who it suits

Forecastr suits businesses needing financial planning plus finance expertise. Essentials targets companies seeking support, while Growth is described for growing companies needing deeper insights and connected data.

What it does well

  • Includes budgeting and forecasting tools
  • Supports scenario and variance analysis
  • Actuals sync into models and dashboards
  • Dedicated finance expert on every plan
  • Offers listed accounting and business integrations

What to know first

  • No free plan or free trial
  • Essentials starts at $5,000 a year
  • Growth costs $10,000 a year
  • CFO Services has no listed price

Plans

PlanBilled and limitsPrice
Essentials$5,000/year · Dedicated financial analyst · Custom-designed financial model · Monthly forecast updates · Basic integrations$5,000 a year
Growth$10,000/year · Everything in Essentials · Scenario creation and analysis · Departmental scorecards and KPIs · Advanced integrations$10,000 a year
CFO ServicesCustom · Everything in Growth · Dedicated CFO · Multi-entity support · Custom integrationsOn request

As forecastr.com lists them, read 4 Oct 2026. The maker's own page has the final word.

Verdict

Forecastr combines modeling, reporting, integrations, and fractional finance support. Its annual pricing and plan-specific services make the tier details important to review.

Facts from Forecastr's own pages

AI
Essentials includes a built-in AI chatbot. · forecastr.com, 4 Oct 2026
Audience
The Essentials and Growth plans are described for businesses needing finance expertise and growing companies needing deeper insights and connected data, respectively. · forecastr.com, 4 Oct 2026
Budgeting
Yes · forecastr.com, 22 Sept 2026
Company mission
Forecastr states its mission is to help 10,000 founders find their perfect exit. · forecastr.com, 4 Oct 2026
Data sync
Forecastr says connected actuals sync automatically into its financial model and dashboards. · forecastr.com, 4 Oct 2026
Financial consolidation
Yes · forecastr.com, 22 Sept 2026
Forecasting
Forecastr connects company data to dashboards that compare actual performance against business goals in real time. · forecastr.com, 4 Oct 2026
Free plan
No · forecastr.com, 22 Sept 2026
Fundraising
The Essentials plan includes basic fundraising and investor reporting support, while Growth includes advanced fundraising support. · forecastr.com, 4 Oct 2026
Integrations
The product page lists QuickBooks, Xero, HubSpot, Stripe, Shopify, Rippling, and Google Sheets; Ramp and NetSuite are marked coming soon. · forecastr.com, 4 Oct 2026
Modeling
Its formula builder supports spreadsheet style formulas and calculations inside a financial modeling engine. · forecastr.com, 4 Oct 2026
Product
Forecastr combines financial planning software with fractional finance services to help companies understand performance, plan, and make financial decisions. · forecastr.com, 4 Oct 2026
Reporting
Users can create dashboards for investors, boards, and teams and share them through customizable links with group or individual permissions. · forecastr.com, 4 Oct 2026
Scenario modeling
Yes · forecastr.com, 22 Sept 2026
Security and privacy
Forecastr links to a separate privacy policy hosted by iubenda; the opened company privacy page itself provides no security or compliance details. · forecastr.com, 4 Oct 2026
Support
Every plan includes a dedicated finance expert, and Essentials includes a dedicated financial analyst. · forecastr.com, 4 Oct 2026
Training
The Help Center provides getting-started documentation and video training from Forecastr analysts. · faq.forecastr.co, 4 Oct 2026
Variance analysis
Yes · forecastr.com, 22 Sept 2026
Workforce planning
Yes · forecastr.com, 22 Sept 2026

Where Forecastr stands on Freedom251

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