Forecastr

RATING:

4.9

(9)
Overview

About Forecastr

Forecastr is like an out-of-the-box finance function for startups and small businesses. Forecastr's team uses data to create better financial outcomes. Providing a financial modeling platform, Forecastr supports users every step of the way to build and maintain a model that helps them make better decisions, hit growth targets, and succeed in fundraising. Forecast with confidence.

Forecastr Pricing

Free trial: 

Not Available

Free version: 

Not Available

Forecastr's dashboard provides a quick overview of your current and projected finances.
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Forecastr Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Forecastr

9 Reviews

User Profile

Chris

Verified reviewer

Marketing and Advertising, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Financial Forecasting, Budgeting, Modeling & More, All in One Dashboard

Overall, I'm super happy with both the software itself, as well as the CFO support I receive along with it.

PROS

I love the CFO services that come with it, that has been extremely helpful in setting everything up the way I want and need.

CONS

I don't really have any complaints. It's a great tool, and great support.

Alex

Sports, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

The best out there, and getting better

Forecastr has dramatically improved my ability to project my business's performance, and my ability to demonstrate a commercial opportunity to prospective investors.

PROS

The framework that Forecastr employs to build financial models puts it in a league of its own. If you have ever built a financial model in a spreadsheet, you understand the tangled web of relationships between assumptions that quickly become nearly impossible to work with. Forecastr brings those assumptions to the forefront, and gives users the power to effortlessly experiment with those assumptions and understand their downstream effects.

CONS

While very few, there are specific features that aren't always intuitive, or that feel lacking. That said, having the ability to work 1:1 with a Forecastr analyst ensures that I never stay stuck for long, and ultimately am able to customize my model to meet my needs. And, several of the "UX bugs" I've seen have been resolved since I first adopted Forecastr—the team is constantly improving the product.

Reason for choosing Forecastr

It was immediately clear that Forecastr offers features built specifically for the financial modeling use-case—and was built in a way that makes it more intuitive than other products claiming to offer a similar solution.

Lenwood

Management Consulting, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2023

Forecasting made easy!

PROS

I liked thinking about the business and my assumptions rather than how to create what I wanted in Excel. That's the biggest value for me. With Forecastr, you can focus on what you plan to do and when you plan to do it rather than getting bogged down in calculations.

CONS

There were some limitations in the product that required workarounds. But I'm so thankful that I stuck with it. Permissions need to be more granular to allow for other people to work on the forecast without seeing everything. That's a serious feature issue that should be addressed. Forecasting and budgeting is a collaborative effort so we need better permission to enable that collaboration.

Reason for choosing Forecastr

Forecastr seemed to be easier to use.

Reasons for switching to Forecastr

Fundable Startups recommended Forecastr. I trust that team. So, I gave Forecastr a look.

Judah

Accounting, 2-10 employees

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2023

I have been working with Forecastr for over a year now. And they continue to amaze me.

Overall, I always recommend them when the conversation of forecasting comes up. They are not overpriced like Jirav, and not overly simplified LivePlan

PROS

Customer support has been a smile-worthy interaction. Forecasting can be either an oversimplified event or an extremely tedious and complex task. Forecastr attempts to tackle the latter task by removing the tedium as much as possible. There is still a good amount of work involved, but they truly help walk you through the process and build it out with you.

CONS

There is a currently a bit of a lack of integration, but that is expected at the stage they are at.

Reason for choosing Forecastr

Futrli is the only one that I would consider as a comparison. Jirav is way overpriced with an ugly display. Liveplan is extraordinarily tedious, rigid, and overly simplified.

Anonymous

11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Innovative New Financial Modeling Platform

PROS

The ease of implementation and the frequency of rolling out new products desired by customers.

CONS

Nothing. I absolutely love every aspect of it.

Reasons for switching to Forecastr

Love hosting our financial model in the cloud. It makes sharing, editing on the fly and inviting collaborators especially easy.

Chris

Computer Software, 2-10 employees

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

xcel

The software works like a charm. The customer service is tope notch.

PROS

It has helped me build my financial model in a way that eliminates mistakes, garners trust from investors (and myself), and makes it easy to present my model

CONS

I had to get over the uneasiness moving away from trusty Excel

Reasons for switching to Forecastr

The ease of use and the additional customer success/service I got from the Forecastr team.

Mike

Computer Software, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

A Financial Crystal Ball for Startups!

Happy, Satisfied, and Confident. Happy - because I dont like financial modeling nor do I like complex spreadsheets that are cumbersome and have faulty formulas. Now thats off my list. Satisfied - the software a ton of value at a great price. We saved a TON of money on additional resources we would need in our Finance Department, including a CFO. Confident - I know our financial situation and how we are forecasting for the future. This allows me to have great insight as to when we need additional capital and when that time comes - I have all the proper financial information to put in the pitch deck.

PROS

Forecastr gives us the confidence and true transparency into our financial situation and how we budget our spending. Its clearly presented and very easily transformed into slides or any supporting documents. The software allows to try various financial assumptions and scenarios which gives us the ability to be creative in our corporate strategies.

CONS

There are no obvious cons. The feature set is robust and rich enough for any type of startup.

Benedict

Renewables & Environment, 11-50 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Effortless Financial Modeling with Forecastr

My overall experience with Forecastr was highly satisfactory. Their support in financial modeling was tailored to my needs and budget. The 4-week process was well-structured, and the onboarding was effortless. I now feel empowered to manage my budget and finances independently, thanks to Forecastr.

PROS

I appreciated Forecastr's ease of use and seamless onboarding process. They tailored their financial modeling to fit my budget, making the 4-week process smooth and effective.

CONS

Though my overall experience was positive, I would appreciate further enhancements in their reporting features or additional tools for more in-depth analysis.

Adam

Computer Software, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

Great product - easy to use - investors love it!

PROS

Easy to set up, visually appealing, customer support is fantastic

CONS

Nothing! Would love visibility into when someone with 'view' access actually views a model.

9 Reviews