Know where your business is heading.

Forecast profit, plan cash flow, and test the next move — from the accounts you already keep.

Start from Sage or Xero.

Bring actuals in, then build the forecast on top — without retyping the year.

Sage

Sage exports

Import Sage CSV / Excel files and map them into forecast lines in a few steps.

Xero

Xero sync

Connect Xero for trial balance, P&L, and opening balance sheet in one sync.

Excel

Excel & CSV

Flexible spreadsheet imports when you want a clean, manual starting point.

Make the next decision with clearer numbers.

One workspace for actuals, forecast months, scenarios, and published packs.

1

Plan cash flow ahead

See closing bank by month and spot pressure before it arrives.

2

Test what-if scenarios

Raise sales, cut costs, or add overheads — then compare the path.

3

Publish client-ready packs

PDF and spreadsheet reports with the statements and notes you choose.

A plan that grows with you.

Free while we finish the product with you. No card required. Choose business or accountant setup when you create your account.

Free for now

Business

For owners who want a clear view of profit and cash.

Create free account
  • Forecast profit and cash flow
  • Explore what-if scenarios
  • Track actuals against your plan
Free for now

Accountant

For practices managing multiple client forecasts.

Create free account
  • Manage multiple clients
  • Compare scenarios
  • Share plans and reports

Talk to NI Forecast

Questions about forecasts, onboarding, or pricing? Send us a message and we will get back to you.