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, forever.
No more stitching together six tools, a shared drive, and a standing Thursday meeting.
Built-in agent that knows your model. Walks new admins through setup, answers ad-hoc questions ("what drove the variance in March OpEx?"), runs forecasts and drafts board commentary on demand. Included in every tier.
Go beyond straight-line reforecasts. Forecastle learns from your history and drivers to project revenue, expense, and headcount — snapshot the plan, compare actuals as they land, and defend every variance in the room.
A direct and indirect cash flow model that updates the moment your P&L or balance sheet changes. Run 13-week and annual views side by side. No more "let's rebuild the cash model for this scenario."
The thing your team actually asked for. Pull live Forecastle numbers into any workbook, edit in place, and sync back with one click — preserving all your formatting, formulas, and links. No macros. No retraining.
Direct OAuth into Xero and QuickBooks Online — chart of accounts, tracking categories, and actuals all sync in. NetSuite, Sage Intacct, and Microsoft Dynamics on the roadmap. No CSV uploads, no SFTP scheduled jobs, no IT ticket.
Enter budgets and reforecasts line-by-line or with bulk-apply. Every change flows into the P&L, balance sheet, and cash flow your board sees — no reconciliation Monday.
Slice by department, scenario, period, or entity. Drill from any total into the detail behind it. Totals always tie — no stale pivots, no broken formulas, no board-meeting surprises.
Model contracts, deferred revenue, and service revenue per customer — once. Schedules flow straight into your P&L, balance sheet, and cash flow with no spreadsheet hand-offs.
Change an assumption, see the downstream impact immediately — including cash. Drill from a total into the detail behind it. Leave a note on a number so your team doesn't have to guess what you meant three weeks later.
| Excel only | Vena | Datarails | Planful | Forecastle | |
|---|---|---|---|---|---|
| Time to first working model | Weeks of tabs | 3–6 months | 1–2 months | A quarter+ | 5 minutes |
| Implementation fee | Your nights & weekends | $30k+ | $15k+ | $50k+ | $0 |
| Built-in AI agent | n/a | No | Add-on | No | Percival, included |
| Excel add-in with write-back | n/a | Yes | Yes | Limited | First-class |
| Predictive forecasts included | n/a | Add-on | Yes | Yes | Included |
| Live cash flow forecast | Separate file | Build it yourself | Yes | Yes | Built in |
| Totals that always tie | Hope so | Yes | Yes | Yes | Yes, automatically |
Predictable billing, no six-figure SOW, no consultant army. Percival (your AI agent) is included in every tier.
$250/month
For finance teams getting their first model live.
$400/month
For mid-market finance teams running the full process.
Talk to sales
For multi-entity and public-ready teams.
No. The Excel add-in is first-class — your team keeps their workbooks and gets live Forecastle numbers in the cells they already use. Edits sync back with one click, so the model and the report never disagree.
Forecastle learns from your historical actuals and the drivers you care about — seasonality, headcount, pipeline, whatever moves the number — and projects forward. You can snapshot any plan, overlay actuals as they land, and walk the board through exactly what changed and why.
Yes. Direct and indirect methods, 13-week and annual views. Change an assumption in the P&L or balance sheet and cash updates the same second — no rebuild, no separate model to maintain.
Five minutes from signing up to having your chart of accounts, dimensions, and current-year actuals loaded — most of it is the time it takes Xero or QuickBooks to OAuth. Percival walks you through every step. No implementation fee, no SOW, no consultant army. Compare that to Vena, Datarails, or Planful, which run 1–6 months and $15–50k just to get to first usable model.
Percival is a full agentic AI co-pilot, not a chatbot. He walks new admins through setup, answers ad-hoc questions about your numbers ("what drove the variance in March OpEx?"), runs forecasts on demand, drafts board commentary, and helps your team learn the product. Every tier includes him.
Your data is isolated per customer with a full audit trail. SSO, role-based access, and encrypted storage come standard. SOC 2 is in progress — happy to share our current security packet under NDA.
Direct OAuth into Xero and QuickBooks Online today — chart of accounts + tracking categories + actuals all sync in. NetSuite, Sage Intacct, and Microsoft Dynamics are on the roadmap. Actuals land in the same place as your forecast so variance is always one click away.
Bring the spreadsheet you dread opening. We'll show you how your close, forecast, and reporting look when they live in one place. No slides, no scripts.