Forecastr

Forecastr combines financial forecasting software with analyst support and fractional CFO services for startups and small businesses. Build and maintain financial models, track performance, and prepare investor reporting.

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Overview

Forecastr combines financial forecasting software with analyst support and fractional CFO services. It is designed to help startups and small businesses build investor-grade financial models, track the numbers that matter, and keep those models current over time.

The product is positioned as an out-of-the-box finance function: Forecastr helps users forecast revenue, expenses, new hires, exit scenarios, and runway; monitor performance against targets; and share live financial models with investors and stakeholders.

The forecasting and CFO tools Forecastr provides

Custom dashboard builder

Build financial models with click-and-drag dashboard components, then present the data in a format that is easier to review and share.

Pre-built template library

Start from professional-grade templates instead of building every model from scratch, which helps teams move faster and stay consistent.

Intuitive formula builder

Use spreadsheet-style formulas for more detailed financial calculations inside the modeling workflow.

Automated accounting updates

Sync accounting data from QBO or Xero so actuals can update against forecasts and reduce manual refresh work.

Cash runway tracking

Track projected revenues and expenses to monitor burn rate and cash runway over time.

Live model sharing

Create access links for investors and stakeholders, sharing a full model, a single scenario, or one section of the model.

Common ways teams use Forecastr

Founder financial planning
Founders can build a financial model that covers revenue, expenses, hires, exit scenarios, and runway so they have a clearer view of business performance and funding needs.
Fundraising preparation
Teams preparing to raise capital can use investor-grade models, reporting, and live model access links to present a clearer financial story to potential investors.
Ongoing finance support
Businesses that need recurring support can have a dedicated analyst or fractional CFO maintain the model, update historical data, and provide monthly guidance.
Growth tracking and scenario planning
Companies focused on growth can track KPIs, compare results against projections, and use scenario analysis to adjust plans as conditions change.
Special CFO projects
Organizations with more complex finance needs can assign special CFO projects such as pitch deck review, pricing analysis, board materials, or accounting cleanup.

Pros and Cons

Pros

Combines software and human finance support instead of requiring teams to use a model alone.
Supports monthly model maintenance for subscribed services, which reduces manual upkeep.
Offers multiple service levels for different growth stages, from analyst support to CFO services.
Includes investor-oriented outputs such as reporting and shareable live model access links.
Covers both day-to-day forecasting and special-project CFO work such as fundraising, pricing analysis, and board prep.

Cons

Public pricing is not listed, so companies need to contact Forecastr to find the right package.
The published integrations evidence is limited to QBO and Xero for model updates, so compatibility details appear narrow in the source material.

FAQ

What does Forecastr do?

Forecastr provides financial forecasting software combined with analyst support and fractional CFO services. The platform is used to build and maintain financial models, track metrics, and prepare investor-facing reporting.

Who is Forecastr for?

The pricing page presents different service levels: Analyst Support for early-stage startups and small businesses, and CFO Services for fundraising and rapid growth. A specific package is recommended after discussing a company’s needs.

How long does setup take?

Forecastr says onboarding typically takes about 30 days. After setup, the team updates the model monthly for supported plans, so users do not have to maintain everything themselves.

How does pricing work?

Pricing is not shown as fixed public numbers. Forecastr asks prospective customers to schedule a call or fill out a form so the team can recommend the right package and share pricing.

What can the CFO service help with?

Forecastr’s CFO services include fundraising guidance, pitch deck preparation and review, accounting setup and cleanup guidance, pricing analysis, board and investor relations, metric tracking, OKR setting, and industry benchmarking.