Forecast.Live

Give Finance & Management a Cash flow AND an Overdue Debtors tool, in ONE unique time saving Application.

“We used to use Cash Manager, but the updated Cloud cashflow tool is even better. Realistically saving myself and my team hundreds of hours a year.” Anh Jameson, Finance Manager

What makes the Cashflow Forecasting module unique?

Accurate Cashflow Forecasting is difficult, time-consuming, and doing it daily is almost impossible without the right tools.

Forecast.Live combines an automated approach to Forecasting that uses your Business System (Accounting) data with Machine Learning (ML) to provide more accurate information on when customers will pay, and when expenses are coming up.

Common Cashflow Challenges

Solved


Business System information CHANGES daily,
making Cashflow Forecasts “out of date” within 24 Hours.

Direct synchronisation of Data from various Business Systems into the setup of Forecasts provides automatic updating of Cashflow forecasts.

Customers don’t always pay on time – relying on “Due Dates” is likely to make the Cashflow Forecast unreliable.

Using Machine Learning (ML) will better estimate when payments will reach your Accounts. Better forecasting accuracy with less chance of negative Cash balances.

Determining which OUTGOING Cashflow transactions are due (aside from creditor invoices) and when, is often difficult to estimate or guess accurately.

Forecast.Live queries against historical bank account transactions and deploys ML to populate Cashflow expense suggestions, helping build more accurate cash outflows, as suggestions.


Difficult “What If” analysis
  –  determining the impact of long term and ripple effect of increasing / decreasing Income and Expenses is just not easy.

Forecast.Live allows multiple Cashflow scenarios, allowing easy “What If” because existing forecasts can be copied and tweaked. Add extra wages, rent, etc. or move Accounts Payable (AP) invoices to see daily balances impact.


MS Excel based Cashflow Forecasting lacks REAL TIME
connectivity and can be complex.

The “Plug and Customise“ with Accounting saves time AND there’s no need for in depth Excel knowledge. No formula building, conditional formatting or Macro knowledge required!

Traditional Cashflow forecasting is well, time-consuming complex and lacking real time updating tools.

Our simple controls allow for automation of complex account settings. Fewer mistakes and a real time Forecast in 30 minutes, instead of hours or days.

Why use Overdue Reminders?

Instant Reminders

With the built in Data Connector to your accounting, all Overdue Debtors /AR can be sent an email instantly, categorised by age using pre-set templates, customised quickly!

Automated Invoice Copies

Each reminder attaches a copy of the Overdue invoice automatically. No more “to and fro” emails - Customers have all the information needed to pay your outstanding, quicker and easier.

Get a quick overview of debtors on the control centre

Quick View of Debtors

View Total Debtors / Accounts Receivables, Current Actions, Value of All Outstanding and Largest Overdue Invoice List, in one quick Control Centre view. One picture, quicker actions.

View and group Customers easily

Easy Customer Access

View and group Customers in easy to read tables. Access Contacts, email and Tel. numbers all synced to the Business System, real time.

Instantly send a reminder to everyone

Reminder Flexibility

Want an instant reminder to all? Use "Send All Reminders" menu. Want to send Select Reminders? Use "Send Select Reminders". Easy!

Add Actions to Customers with the action list section

Track tasks against Customers

Add a note, a task, or a calendar appointment to any Customer quickly and easily with the Action List. Sort and view by notes in a variety of ways.

“Once your Cashflow is configured, it updates every day automatically with key Debtor & Creditor information to provide a consistently accurate forecast, per day, into the future.”

Other reasons to use Forecast.Live

Web based Access

With the ability to access Overdue or Cashflow functionality through any Browser, from any device, you’re ready to work from anywhere, anytime.

Get a 14 day Free Trial

30-Day Unconditional Trial

It’s quick and easy to see how Forecast.Live will improve your Businesses' cash flow. Use the 30-Day Unconditional Trial and see for yourself.

Forecast.Live is easy to install and use

Easy to Install and Use

Create your own Company Portal, add Forecast.Live, connect to your Business System and you’re up and running!

Out the Box Integration

Out the box integration allows the Users of the above Vendors to access real time Debtors.

If your Business or Accounting System is not listed, that’s no problem. Send an email to Support@Plus.Live, tell us you what your back end Accounting is, and we’ll build a Connector. Conditions apply.

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More Applications in Development

More Apps In Development

We're developing a wide range of Cloud Tools to help your business increase productivity and lower costs. Our goal is seamless integration.

Link Accounting and Payroll to awesome Cloud Tools