Straight answers.
The questions buyers and finance teams ask most often. If yours isn't here, book a demo and we'll answer it on the call.
Straight answers.
Do we have to rip out Excel?
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.
How do predictive forecasts work?
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.
Is the cash flow forecast really live?
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.
How long does implementation take? Really?
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.
What can Percival actually do?
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.
Is my data secure?
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.
Does it connect to my GL / ERP?
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.
Can I run more than one entity?
Yes. Every plan includes one entity free; each additional subsidiary is $100/month. Each entity keeps its own native chart of accounts, dimensions, integrations, dashboards, and reports — nothing bleeds across. Map every entity’s COA to a unified group COA and consolidate up at Top Level. The model NetSuite, Sage Intacct, and BlackLine all use, available on Core upward.
How do reconciliations work?
BlackLine-grade balance-sheet reconciliations live alongside the cube. Open a period, pull the GL balance automatically from your actuals, attach supporting documents, route for review and sign-off. Aging schedules on AR / AP, roll-forward workspaces on bank, prepaid, and accrual accounts. Full audit trail on every transition. Included in Core.
If I add a subsidiary later, does it slow down setup?
No. Each new entity is its own five-minute onboarding: connect QBO or Xero, load accounts, map any tracking categories, you’re live. The first entity already has its dashboards, sheets, and reports; the new entity starts with the same defaults so nothing has to be rebuilt. Consolidated rollups update on the next refresh.
Got a question that's not here?
Book a 15-minute demo and we'll answer it directly — no salesy preamble.