Forecasting software or spreadsheets

Forecasting software or spreadsheets

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Hello,

Back in the day I used SAGE Winforecast which was a decent bit of kit.

I'm looking for a spreadsheet or desktop based product for basic forecasting (P & L, B/S and cashflow). Can anyone point me to an affordable solution for use by my practice (sole prcatitioner) for multiple clients?

Most of my clients are on Xero and I am aware of products like Fathom, Spotlight and Futrli but these all seem to be subsciption based (as are most things now....) Do these do the same job?

 

 

Replies (3)

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John Toon
By John Toon
27th Mar 2020 16:26

If you're pining for a Winforecast replacement you'd be as well to check out Castaway - it's the de facto replacement. It's desktop based but integrates with Xero and produces full 3-way forecasting.

The others you've mentioned are a distant second in comparison.

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By marks
28th Mar 2020 00:57

If looking purely for forecasting then Castaway and Forecast5 are the options.

Futrli, Spotlight do cashflows but not as good as the above mentioned.

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Replying to marks:
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By Alf
01st May 2020 15:04

Forecast 5 is much cheaper than Castaway but (as far as i can tell from their website) importing from Excel consists of copying and pasting Excel into Forecst 5 - would be a nightmare redoing that every time something changed (My existing Sage 50 Forecasting forecasts are heavily Excel driven)

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