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features
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support

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Description

Effective financial planning is essential for maintaining a company's liquidity, as cash flow is crucial for operations regardless of the organization's size. Investing in a specialized budgeting and reporting solution is critical for all businesses, as it enables the creation of thorough financial planning and analysis. The challenge of preparing accurate consolidated financial statements across multiple companies can be significant, especially since many organizations typically conduct their financial consolidation processes annually. Each company’s financial strategy, budget, or forecast begins with a pivotal question that guides its direction. Furthermore, accurately forecasting sales pipelines is fundamental to developing comprehensive business plans and financial projections. This necessity extends even to non-profit organizations, where comprehending and managing primary revenue sources is essential for establishing a solid financial framework. Ultimately, a robust financial planning system can significantly enhance decision-making and strategic growth.

Description

Select from over 50 distinct financial forecast worksheet templates designed by CPAs to quickly create projections suitable for lenders and investors. Explore our extensive collection of more than 50 CPA-crafted templates tailored to various industries. If your specific sector isn't represented or if the template you choose isn't quite right, rest assured that we’ll assist you in finding a suitable alternative at no additional cost! Each template is designed with a user-friendly layout, featuring multiple tabs and highlighted cells for easy data entry. Our dedicated team is ready to provide support as you work through the process. Once you've filled in your information, you can submit your file to us for a personalized video where our experts will review your projections and provide valuable feedback, ensuring everything is thoroughly prepared. This way, you can have confidence in the accuracy and readiness of your financial forecasts.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Equidam

Integrations

Equidam

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$15 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Account-Ability

Founded

1998

Country

United Kingdom

Website

www.account-ability.co.uk

Vendor Details

Company Name

ExecutivePlan

Website

projectionhub.com

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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