Connect QuickBooks Online once and Forecastle builds you a working budget, forecast, cash flow, and board report on your own numbers. Nothing to export, nothing to rebuild, and no consultant to hire.
You don’t prepare anything first. Forecastle reads what’s already in QuickBooks and sets itself up around it.
Every account comes across with the same name, the same number, and the same place in the roll-up. Your P&L and balance sheet look like your P&L and balance sheet. You don’t have to renumber or restructure anything to get started.
If you use Class tracking in QuickBooks, those become your departments in Forecastle. Locations stay locations. So you can budget and report by department without ever building another pivot table. (Class and Location tracking come with QuickBooks Online Plus and Advanced.)
A full year of monthly P&L and balance sheet actuals arrives on the first connection. That’s what you build the budget from — real history, by month, instead of a blank page and last year’s Excel file.
Connect each QuickBooks company on its own. Each one keeps its own chart of accounts — nobody has to standardise anything — and Forecastle adds them up into group numbers, intercompany and all.
You sign in through Intuit, the same way you do with any QuickBooks app. Forecastle never sees or stores your password.
Changed your mind? Click Disconnect in the same place and the link is cut straight away — you can reconnect any time you like. Here’s the page you land on afterwards.
Core covers the day job: budgets, reports, dashboards, cash flow, and Percival. Advanced adds the heavier planning tools when you need them.
Ask “what drove March payroll?” and get an answer from your own numbers. He’ll walk you through setup too, so you don’t have to read a manual.
A grid you can type in, with your QuickBooks accounts already down the side. Click any total to see what’s underneath it.
Twelve months of cash, starting from the balances already in QuickBooks. The view most owners ask for first.
KPI tiles and charts off your live QuickBooks actuals. Build the owner’s view once and it refreshes itself every month.
Slice by department, location, month, or scenario. Save the layout, send it out, and the totals always tie back to QuickBooks.
Write the commentary once and drop in tables and charts that refresh themselves. No pasting screenshots into Word the night before.
Who does what, by when, and how far along it is. Reminders go out five days and one day before, so nothing slips.
Prefer to work in a spreadsheet? Pull your live Forecastle numbers into Google Sheets and write changes back. No stale copies.
Connect each company separately. Each keeps its own chart of accounts, and Forecastle consolidates them for you. From $50/month per extra company; the first one’s included.
Plan off headcount, units sold, or a percentage of revenue. Change one input and the whole plan updates in front of you.
Best case, worst case, what-if-we-hire. Compare them side by side and switch the whole report set over in one click.
Salary, bonus, benefits, and payroll taxes modelled per role, with start dates and backfills. It all flows into the plan.
Set a threshold on any account. If actuals drift more than you allowed, the right person gets an email before the owner asks.
Capex and depreciation schedules that roll into the balance sheet and cash flow, instead of living in a separate Excel file.
Balance-sheet recs with sign-off, supporting documents, and a proper audit trail. Your auditors will ask; this is the answer.
The QuickBooks Online connection is included on every plan. Setup is free. Pay annually and save 20%. Percival, our AI assistant, comes with every tier.
$240/month
Billed annually as $2,880/year, saves $720.
For the finance team getting its first proper model live.
$480/month
Billed annually as $5,760/year, saves $1,440.
For teams running the whole planning cycle, not just the budget.
Talk to sales
10+ companies, 25+ users, custom security review, dedicated contact.
For groups with a lot of companies and a procurement team.
Every plan includes one company free. Add more and each keeps its own chart of accounts — nobody has to renumber anything to make the group report work. The more you add, the less each one costs.
Handing over your books is a real decision. Here’s exactly what happens to them. See the full security posture →
A live walkthrough on a sample QuickBooks company: the connection, the budget, the forecast, the cash flow, the board pack. No slides, no script. Bring your awkward questions.
