Forecast 5 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Forecast 5

3.8

(20)

Pricing

Starting at NZ$1,600.00 per year

About Forecast 5

Forecast 5 is a purpose-built forecasting and budgeting tool that simplifies your budgeting process. It supports memo records to accommodate KPIs or stock records, including stock made and stock on hand, for those in manufacturing or growing. The platform integrates with various financial software, such as Xero, SAP, Sage or MYOB.

If your business has multiple entities across the globe, Forecast 5's consolidations, multi-currency and per record tax setting functionality can handle generating the financial outputs you need. It can also take you through the whole budgeting process from creating a budget, entering your monthly actuals and then adjusting your rolling forecast, all while providing profit & loss, balance sheet, cashflow and funds flow reports, including variance reports for comparison.

Forecast 5 Screenshots

Forecast 5 Pricing and Plans

Starting price: NZ$1,600.00 per year

Free Trial

Free Version

Base

NZ$1,600.00

per user, per year

Plan includes:

1 X User
25 Forecasts
Online Training
Support

Advanced

NZ$2,400.00

per user, per year

Plan includes:

1 X Integration
1 X User
25 Consolidations
50 Forecasts
Network Capability
Online Training
Support

All In

NZ$3,250.00

per user, per year

Plan includes:

100 Forecasts
2 X Integration
2 X User
50 Consolidations
Network Capability
Online Training
Report Views
Support

Ulitimate

NZ$4,250.00

per user, per year

Plan includes:

200 Forecasts
3 X User
75 Consolidations
Admin Pack
All Integrations
Contract Retentions
Network Capability
Online Training
Report Views
Support

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Forecast 5 Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of Forecast 5
Accounting
Asset Lifecycle Management
Budgeting/Forecasting
Forecasting
General Ledger
Income & Balance Sheet
Multi-Company
Multi-Department/Project
Profit/Loss Statement
Self-Service Reporting
Third-Party Integrations
Version Control
Visual Analytics
"What If" Scenarios

Forecast 5 Integrations

Microsoft Excel

Xero

Sage 300

Sage 200

MYOB Acumatica

Sage 50 Accounting

See all 7 integrations

Forecast 5 User Reviews

Overall Rating

3.8

Ratings Breakdown

15%

60%

20%

Secondary Ratings

Ease of Use

3.5

Value for money

3.5

Customer support

4.0

Functionality

3.9

Have you used Forecast 5 and would like to share your experience with others?

Camille P.

Verified reviewer

Real Estate

11-50 employees

Used other for less than 2 years

Review source

Reviewed May 2019

Forecast 5 Review

Consolidation of all company budgets and connecting excel data to feed into Forecast 5 for sensitivity scenarios.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Consolidation was the most important. Also the ability to drill down to low level account budgets and to condense into high level account budgets.

Cons:

Very complex with adding some of the data and not being able to move line items between sections.

Reasons for choosing Forecast 5

Consolidation

TONY BRUCE F.

Verified reviewer

Accounting

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed December 2024

Forecast 5 interaction with KTS Chartered Accountants

Forecast 5 is the essential software for me in dealing with restructures, finance and business recovery and expansion. As the outcomes are so good it represents great value for money, with the software covering its cost on its first use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The preparation time is short with a great outcome of reports for not much investment of time. I have never had a finance application declined when I have used forecast 5 projections for, with most banks or finance brokers commenting on how excellent the system captures the whole company dynamic rather than the simple 12-month spreadsheet some people use. The other great thing is being able to run the what ifs for use with clients to see what a change would likely make to their business function.

Cons:

I am yet to come across any weakness in the software itself, with the only area being its reporting, having to export into excel to produce a more polished outcome.

Reasons for switching to Forecast 5

the other system was an English geared product and was not suited to the NZ business environment, simple things like calling GST VAT was annoying. It also could not handle our KiwiSaver rules.

Vendor Response

Thank You

Replied December 2024

Paul C.

Verified reviewer

Accounting

11-50 employees

Used other for more than 2 years

Review source

Reviewed May 2019

Review

Cashflows. I probably don't use it enough. It would be good if it was online.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

profit and loss and balance sheet fit together easily

Cons:

Quite clunky and slow. Tends to crash often. Needs standard templates. Printing multiple reports at once in the correct format doesn't appear to be possible.

Lloyd P.

Verified reviewer

Fishery

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed January 2025

Would I recommend Forecast 5 - Most definitely

Overall F5 is a great product, can always be small improvements but certainly a lot more reliable than trying to do a forecast in Excel - plus you know that the links between P&L, balance sheet and cash flow are solid.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very flexible and great for doing what-if scenarios and is easy to extend into future years and apply percentage increase/decreases on a line or group basis. Love the hot link to Excel.

Cons:

Two things - would be great to be cloud based and also for report layout to be remembered when switching between report tabs.

Reasons for choosing Forecast 5

Functionality, reports and features were all reasons why F5 won over other options.

Vendor Response

Thanks Lloyd - cloud is WIP and close this quarter Q1 2025we hope re layout will log that

Replied January 2025

Tracey O.

Verified reviewer

Wholesale

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed December 2024

Happy long term user

Great! Updates are easy, support have always been helpful if needed, but that's not very often.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Forecast 5 allows us to easily forecast our P & L, Cashflow and Balance Sheet and keep these up to date with our monthly actuals. We have used it for many years and no doubt will continue to do so for many more.

Cons:

No cons as I've never found another package that cost effectively does everything Forecast 5 does.

Reasons for choosing Forecast 5

It does what we need it to do, simply and cost effectively.

Vendor Response

thank you

Replied December 2024

Tanya D.

Verified reviewer

Consumer Goods

51-200 employees

Used other for less than 2 years

Review source

Reviewed May 2019

Forecast 5 Review

While we have had some issues in setting up the program in order to have it mimic our accounting system, the ability to generate additional reports for the bank was great. Setting up a forecast for future years proved difficult and again required assistance and a lot of time, something we thought when we purchased would have been an easy task, for which we purchased it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of reporting, having multiple reports produced at the click of one button & having them export into a file which is easy to format or make additional comments if required. One touch reporting made it easy & clear to read the data for all users.

Cons:

We are continually asking for assistance to find that new development needs to happen to allow us to do what we need to do, for example, we needed to have the ability to have transactions entered that didn't affect the bank statement as the system works via the bank statements, so the ability to create journal transactions had to be created. Things aren't always clear, and we had many phone calls and emails back and forth with support relating to the cash bank balance. Forecast 5 set up required a lot more time & effort than we were probably lead to believe.

Reasons for choosing Forecast 5

Our Accountants assisted with the decision making process, so it made sense that as it was a product they had used before we would be able to ask for assistance if we required, and we knew the reports were in formats that they wanted to see

Matthew R.

Verified reviewer

Printing

51-200 employees

Used other for more than 2 years

Review source

Reviewed April 2019

Powerful Integrated Financial Modeling

The Forecast 5 software was being used by our corporate accounting and auditing firm. The software is also recognised by our banking institution, and it allows us to provide financial forecasts to both on a regular basis.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customised formulas - powerful Fully Linked Profit & Loss - Balance Sheet - Cash Flow Linking to external spreadsheets to import live data and have it interact with the results

Cons:

Network-ability Setup complications Operating documentation Slow recalculations Restricted reporting formats

Sandra S.

Verified reviewer

Accounting

1001-5000 employees

Used monthly for more than 2 years

Review source

Reviewed April 2019

Review Forecast 5

We are using Forecast 5 to do budgets and forecasts for our clients, both for income and cash flow purposes. Hence, there is better control over spending and opportunities to monitor revenue, so no surprises at the end of the year - hence putting control in their hands.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is one of the simplest budgeting and forecasting software products I have used and compare favourably with other budgeting software like TM1. It also offers a trail which enable clients to use the software before making a financial commitment. It also enables you to create visuals to share with clients, rather than just straight data.

Cons:

In contrast to other tools, Forecast5 does not produce a produce that goes beyond forecasting.

Ashley S.

Verified reviewer

Financial Services

51-200 employees

Used monthly for less than 2 years

Review source

Reviewed April 2019

forecast 5 review

I think the ability to tweak budgets and forecasts quickly, knowing that the add throughs work is a bonus.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The integration of Profit and Loss, Cash Flow and Balance Sheet reporting that is generated. Also the number of different ways the variable parameters could be puit in place for different income and expense categories.

Cons:

So far as a new user getting the depreciation to work properly for Dimishing Value deprecaition on assets is proving a challenge and an opportunity

Shane M.

Verified reviewer

Food Production

2-10 employees

Used monthly for less than 2 years

Review source

Reviewed May 2019

Great support

Made it easier for our business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

So easy to use even for the non-Accountant with lots of functionality. What impresses me most is both the support received and that they continue to develop it in collaboration with their customers.

Cons:

Still workons like cloud based which I understand they are currently working on

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