Transform Your Financial Planning With ProForecast
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Frequently Asked Questions
ProForecast is a strategic financial planning and forecasting platform for mid-market businesses. It integrates budgeting, cash flow, P&L, balance sheet forecasting, reporting, BI dashboards, and “What If” scenario planning — all in one collaborative SaaS environment.
ProForecast uses advanced features like Rapier AI for demand forecasting, SIC-based benchmarking, custom KPI dashboards, and a deep integration layer for accounting systems — making it highly customizable, scalable, and accurate.
Rapier uses up to 18 months of historic data to generate accurate 12-month forecasts, with machine learning algorithms that continuously refresh projections. You can override predictions or run weekly reforecasts to sharpen accuracy.
Yes. ProForecast integrates with most cloud-based accounting systems using either prebuilt connections or custom API-led integrations, if the integration does not already exist we can usually add a new integration in under 14 days.
Both options are available. You can import and export to Excel, run pivot-table style analytics, or fully transition into ProForecast’s dashboard environment with automated reporting.
Yes. Benchmarking is based on granular SIC-code segmentation from our database of 5.5+ million live UK companies, offering sector-specific insight into margins, liquidity, growth, and more.
You’ll see ProForecast’s core modules in action — including live dashboards, reporting packs, scenario planning, and Rapier AI forecasting. We’ll also prepare a complimentary benchmarking report (£300 value) tailored to your industry.
Yes. ProForecast is hosted in a high-security UK data centre and complies with GDPR. It includes daily backups, encryption protocols, penetration testing, and advanced firewall protection.
Pricing varies depending on user licences, integrations, and support needs — but we typically deliver ROI within 12 months and offer scalable pricing for growth-stage businesses.
Forecasting & Scenario Planning
Software-as-a-Service (SaaS) companies
Deliver value by helping customers enhance productivity, reduce operating costs, and improve processes that ultimately result in better products and services.
ProForecast
Models the entire business, enabling companies to navigate change with an active planning process. This includes everything needed to plan, forecast, monitor, and analyse their business.
Configured to the needs of your business
By providing the framework for collaboration, and the insight needed to improve your revenues, minimise costs and mitigate risks, and overall business performance management.
Risk Mitigation
The Macro and Micro “What If” capabilities enable users to scenario plan with confidence a multitude of scenarios and in a crisis rapidly explore solutions or re calculate the forecast.
Pre Built Calculation Models
Create reliable forecasts, they are tested and known to work.
Over 300 Prebuilt Modules
Can be used in any combination to quickly create business processes such as multiple loan types with extensive customisation features, employee modules, capital modules, fixed asset modules, prepayments, accruals, specialist revenue models, invoice discounting & factoring, taxes, creditors, debtors, deferred revenues, journals and numerous other modules.
Choose Calculation Methods
when faced with unknown situations use the prebuilt calculation modules to forecast both revenues or overheads by entering the appropriate cost or revenue assumptions. Where the business has a sound understanding of its revenue and cost history values can be entered directly. In both cases the inbuilt “What if” planning tool will still function.
Step Change Functionality
Any calculated value can be stepped up or down mid forecast using the step change function, without breaking the inbuilt formulas and enabling users to create “Micro What If” scenarios at will.
AI Driven Machine Learning Automatic Demand Forecasting Module
- Demand Forecasting Customised for Your Business.
- There is no one size fits all solution for demand forecasting – there are a near infinite number of variables and nearly as many different business challenges forecasting is being used to solve.
- Proforecast works with clients to understand their unique needs and challenges to build, an Advanced Demand Forecasting module specifically for your business
- RAPIER is a system developed by ProForecast that uses artificial intelligence and machine learning to automatically create accurate 12 month predictions.
- Rapier uses 18 months historic data from the core accounting system or other data store to create accurate 12 month forecasts.
- Its unique algorithms will project forward with over 98% accuracy in the initial 6 months of the forecast, which reduces over the proceeding 6 months to 92% by month 12.
- However Rapier is not a black box and users can easily overwrite and amend the projected values and by reforecasting every week or month it constantly refreshes the forward periods to maintain the near term accuracy.
- All data can be viewed securely and filtered on a wide range of metrics, by supplier, by SKU, description, pack size and any other required metrics.
Stunning Reports & BI
BI and Data Visualisation Layer
ProForecast’s Data Visualisation Layer allows users to define and build stylish and interactive reports. The business intelligence behind the visualisation enables you to drill down and gain insights into the performance of your business at the lowest level of granularity that your accounting data allows.
Powerful BI
The ProForecast BI layer matches the power of the best BI packages.
Rolling Forecast’s
Allow you to produce a living forecast based on real data as the forecasting period unfolds and benchmark performance against your annual or long term budgetary forecast.
Actual & Variance Reports
Switch instantly from a rolling forecast to an actual variance report using overhead groups to drill down for a highly granular analysis.
Beautiful & Intelligent Report Packs
Produce branded reports, board or management packs. Choose the data sets and values you want to report on. Personalise the output reports with your own logo, colour scheme and fonts, Create automatic e-mail schedules for regular reporting requirements and distribution.
Flexible Dashboards
ProForecast offers you a range of dashboard templates to choose from or allows you to create your own with a simple drag and drop methodology. Easily build and distribute ad hoc reports using the inbuilt report generator. These can be shared internally and externally at no additional charge.
Custom Formulas and KPI’s
There are over 120 pre-built KPI’s. ProForecast allows the users to define their own KPI’s to build their own business specific KPI dashboard. ProForecast also gives the user the flexibility of creating their own custom formulas.
Project Planning Module
Project Planning & Cost Forecasting
The ProForecast project planning module is a fully integrated financial forecasting and project planning system, enabling users to plan, budget and cost all elements within 4 distinct phases: Initiation, planning, execution, and closure, whilst integrating the costs within the financials, which can be on a project, departmental, or divisional basis or within the full financials of the company.
- Projects can be broken down into multiple elements with different teams, so that sub plans are all integrating into an overall plan.
- Multiple projects can be run over varying timescales.
- Projects can be run on a departmental, or divisional basis, with costs assigned to the correct cost centres.
- Direct labour costs are calculated based upon time worked and true employment costs calculated via the integrated payroll module.
- Subcontractor’s & Clients bills can be subject to retentions, with the ability to release or write off at future dates.
- Using the powerful BI engine project include detailed reports, KPI dashboards and calculated ROI
Consolidation
Consolidate
Multiple subsidiary companies into one group forecast.
Inter Company
Make adjustments using the consolidation journal, easily account for intercompany balances and transfers.
Run models
With group level “What If” scenarios.
Benchmark
The performance of individual group entities with financial and non-financial KPI’s.
Multi Currency Consolidation
By switching the reporting currency values of any subsidiaries into the currency of the reporting entity the holding company consolidation can be completed in the currency of choice.
Report Package
Balance Sheet, Income Statement, Profit & Loss account, with full drill down and cash Flow plus KPI dashboards.
Project Planning as Part of FP&A
- Our planning module sits within our fully integrated and Collaborative Cash Flow, Balance Sheet, P&L, Budgeting, Forecasting & Reporting application.
- Allows Finance Teams, Department Heads, Project Managers and Teams to work together in one integrated platform.
- The platform can be used as a stand-alone planning application with full project financials or integrated into the company core financials.
- Recognition of all costs including direct labour using the payroll management suite.
- High-level forecasting or Drill Down for a greater level of granularity.
- Attach store and retrieve documents. *Awaiting implementation
- Variance report analysis.
- Financial analysis by project, coupled with project financing.
- Multiple projects can be set up in an unlimited number of departments or divisions.
- Full audit trail and user hierarchy, so that users will only have access to authorised areas of the application ensuring data confidentiality.
- Create Custom Dashboards with tailored reports for stakeholders, internal or external to the organisation.
- As a SaaS based cloud application ProForecast is accessible from any device anywhere.
Services
Dedicated Account Manager
As soon as you sign up with ProForecast you will be allocated a dedicated FP&A Consultant as your account manager. Your account manager, is always on hand to help you get the very best out of the system, whether it be aiding you with set up, training or keeping in regular contact with suggestion on how best to use ProForecast’s features to maximise the return on your companies investment. Our FP&A consultants are all trained accountants, so they understand your language.
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Training & Support
Your account manager will set up a series of training sessions with your staff and train them to get the maximum out of the system in the shortest time frame. The lifetime support package will support you at all stages of your ProForecast journey.
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Customer Led Development
We believe that ProForecast is currently the most powerful business forecasting tool in the market. How did we get here? We listened to our customers and what they wanted from the system and prioritised those features in development. How do we stay the best? We keep listening to our customers and keep evolving the system to meet the ever-changing demands of the markets they operate in. Staying in a state of Perpetual Beta allows us to constantly be ahead of the competition in features and usability. Your account manager will keep you updated of new developments and capture your requirements and track them on the development roadmap for you.
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Custom Developments
Use our Bi, Data Science & Software Engineering teams to build custom modules, bolt on applications, reports and dashboards at significantly less cost than employing your own development staff.
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Outsourced Financial Planning
As our FP&A consultants are all experienced accountants they can build your forecast for you or regularly update them for an inexpensive daily rate.
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