Dedicated Account Manager

• From day one, every client is assigned a dedicated FP&A Consultant — a qualified accountant who understands your business language and priorities. Your account manager provides:
• Hands-on setup assistance
• Tailored training sessions
• Ongoing strategic guidance to maximize ROI
• Regular updates on new features and best practices

Training & Lifetime Support

• We offer structured training programs to onboard your team quickly and effectively.
• Our lifetime support package ensures you’re never alone — whether you’re scaling, reforecasting, or exploring new modules.

Customer-Led Development

ProForecast evolves through direct client feedback. We operate in a state of Perpetual Beta, continuously refining features to meet real-world demands. Your account manager:

• Captures your requirements
• Tracks them on our development roadmap
• Keeps you informed of upcoming releases

Custom Development

• Leverage our BI, Data Science, and Software Engineering teams to build:
• Custom modules
• Bolt-on applications
• Bespoke dashboards and reports all at a fraction of the cost of in-house development.

Outsourced Financial Planning

• Need expert hands-on support? Our FP&A consultants can:
• Build your forecasts from scratch
• Maintain and update them regularly
• Offer flexible engagement at an affordable daily rate

Feature Requests & Support

• Have a new feature in mind? Let’s build it together. Need help optimising your setup? Book a support session and we’ll guide you through it.