Your budgeting tool shouldn't blow your entire budget.
Live in five minutes, not five months. Forecastle connects to your
accounting system, hands you a working cube, and gets out of your
way, so close, plan, and board reporting all run on the
same numbers. $0 implementation.
The three-file budgetBudget in one file, reforecast in another, variance cobbled together a third.
The blind cash positionCash flow forecast updated once a quarter, if you're lucky.
The budget-vs-actual chase"Let me get back to you", when the CEO asks what changed.
The Excel exodusSchedules, drivers, headcount, all maintained by hand, one cell at a time.
The reconciliation graveyardMonth-end recons in Excel, sign-offs in email, audit trail in nothing, until your auditors ask.
The COA mandateYour CPM/ERP demands every entity adopt one chart of accounts, or pay six figures to map them.
The board-pack scrambleA broken link in the deck you only spot the night before.
The Forecastle answer
One workspace. Every scenario. Always current.
Budget, forecast, and actuals together, no re-keying, no broken links.
Built for finance
Every tool your team needs, in one place.
Core gives you the spine: sheets, reports, dashboards, cash flow, integrations, and Percival. Advanced unlocks the planning and forecasting muscle.
AI · in every tier
Percival, your AI co-pilot
An agent that knows your model. Walks new admins through setup, answers questions like "what drove March OpEx?", drafts variance commentary on demand.
Core
Sheets. P&L and Balance Sheet
Edit cells, drill from any total to its source, slice by department or location. Every change flows straight to cash flow and reporting.
Core
Cash Flow Forecasting
Indirect-method cash flow, monthly out 12 months. Opening balance anchored to your actuals, forecast off the budget, the view CFOs reach for first.
Core
Dashboards & tiles
KPI tiles, charts, drillable totals. Build the board view once, ship it on every cadence. Personal dashboards or shared with the whole team.
Core
Reports
Slice by department, scenario, period, or entity. Save report templates, schedule them, share with stakeholders. Totals always tie.
Core
Report Studio
Write board memos, MD&A, and commentary packs in long form, then drop in live tables, charts, and KPIs that refresh straight from your cube. No pasting stale screenshots into Word the night before the board call.
Core
Workflows
Close checklists with owners, due dates, and percent complete. Email reminders fire 5 days and 1 day out so nothing slips before the close.
Supporting schedules per account, line-item detail behind every roll-up, attached to the same cube. No more linked spreadsheets to chase.
Core
Multi-entity & consolidations
Connect each subsidiary’s QuickBooks or Xero. Each entity keeps its own native chart of accounts, no forced standardization, map them to a unified group COA and consolidate up at Top Level. From $50/month per additional entity; first one’s free.
Advanced
Account reconciliations
BlackLine-grade balance-sheet reconciliations with workflow, sign-off, full audit trail, and aging schedules. Open the period, pull the GL, attach support, route for review, close month-end without leaving Forecastle.
Advanced
Predictive forecasts
ML-backed forecasts that learn from your history and drivers. Project revenue, expense, and headcount; snapshot the plan; defend every variance.
Advanced
Driver-based planning
Model from drivers: headcount, units, % of revenue, % vs prior year, seasonal. Change one input, watch the whole plan recompute live.
Advanced
Scenarios
Branch the plan: optimistic, downside, what-if-we-hire. Compare side-by-side, swap the active scenario across every report at once.
Advanced
Variance alerts
Set thresholds on any account or department. When actuals diverge from budget by more than X%, the right people get an email before the CEO asks.
Advanced
Budget vs Actual comparisons
Side-by-side any two scenarios across every account, dimension, and period. Drill from variance to driver to source transaction.
Advanced
Workforce planning
Headcount, salary, bonus, benefits, payroll taxes, modeled per role and rolled into the plan. Backfill, hire-by-month, attrition.
Advanced
Fixed assets
CapEx schedules, depreciation methods, useful-life automation. Every asset rolls into the BS and cash flow without a parallel Excel file.
Advanced
SaaS revenue planner
Model contracts, deferred revenue, and service revenue per customer once. Schedules flow into P&L, BS, and cash flow with no spreadsheet hand-offs.
Advanced
Allocations
Move costs between cost centers with rules that match your finance policy. Updates ripple through every dependent report on every refresh.
Pricing
Public, predictable, no SOW.
Self-serve setup is free. Annual prepay saves 20%. Percival, our AI agent, is included in every tier.
Every plan includes one entity free. Add subsidiaries with their own native chart of accounts. Map each one to the group COA at consolidation. The more entities you add, the lower the marginal cost.
Entities 2–5$100/month
Entities 6–10$75/month
Entities 11+$50/month
Book a demo
See Forecastle in 20 minutes.
A live walkthrough of the product, close, forecast, multi-entity, recon, on a sample workspace. No slides, no scripts. Bring your sharpest questions.
20-minute live product walkthrough
Free trial workspace afterward to try it on your own data
No pushy follow-up, we promise
Start your trial
Create your Forecastle workspace
We'll spin up a fresh, isolated workspace for your company and hand you the keys. Takes about ten seconds.
Selected plan
You're in
Workspace ready.
Here are your credentials, save them, or just hit Open my workspace below to jump straight in. We've also emailed the Company ID + sign-in link to the address you used.
