Forecast+
Cash flow forecasting integrated with Xero and QuickBooks for accountants
Forecast+ is a cash flow forecasting and reporting tool within the Spotlight Reporting suite, designed for accounting firms and their business clients who use Xero or QuickBooks Online as their accounting system. The tool pulls live accounting data to generate rolling cash flow forecasts, enabling businesses to project their cash position weeks or months ahead based on current accounts receivable, accounts payable, and recurring transaction patterns. The 90-day cash flow forecast gives business owners and their accountants early warning of cash shortfalls, enabling proactive management decisions before liquidity becomes critical. Scenario modeling allows users to test the cash impact of delayed customer payments, accelerated supplier terms, or new revenue growth assumptions. The visual dashboard presents cash flow in clear, accessible charts suitable for sharing with business owners who don't have accounting backgrounds. Spotlight Reporting's broader suite integrates with Xero and QBO to generate management reports, KPI tracking, and consolidated group reporting for multi-entity businesses. The platform is primarily marketed through accounting firms who use it to provide cash flow advisory services to clients, differentiating their practice from pure compliance work. White-labeling allows firms to present reports under their own branding. For accounting practices building advisory service offerings around their compliance client base, Forecast+ provides a structured tool for adding cash flow management services with manageable setup time per client.
5-Dimension Score
Information
- Websitewww.spotlightreporting.com
- Forecast+ available as standalone or through Spotlight Reporting suite; pricing from approximately $49/month; contact for current rates
- Published date2026/05/25