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.
Forecastr
Freemium
Financial forecasting software with analyst support and fractional CFO services for startups and small businesses.
What is Forecastr?
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.
What can Forecastr do?
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.
Use Cases
“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.
Frequently Asked Questions
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.
Quick Facts
- Category
- Financial forecasting software and fractional CFO services
- Primary users
- Startups and small businesses
- Service model
- Software plus analyst or CFO support
- Accounting integrations mentioned
- QBO and Xero
- Pricing
- Custom / contact sales
- Onboarding
- Typically about 30 days
Forecastr Traffic Analysis
Traffic data is for reference only.
- Domain Rating
- 50
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