Pry

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.

Causal is a financial modeling and planning tool that reimagines how financial models are built and communicated, combining a powerful modeling engine with narrative document creation to make financial analysis more accessible and shareable. The platform's model builder uses a formula-based approach similar to spreadsheets but with cleaner dependencies, automated sensitivity analysis, and built-in uncertainty modeling that generates ranges rather than point estimates — a more honest representation of forecast uncertainty. Scenario planning generates multiple outcome paths simultaneously, displaying them as ranges or comparison tables that communicate the distribution of possible outcomes rather than a single projected number. The narrative document layer allows finance teams to combine charts, tables, and explanatory text in a single document that serves as both the model and the presentation — eliminating the duplicate work of building a model and then separately creating slides. Integration with QuickBooks Online, Xero, Stripe, Chargebee, and Salesforce pulls actuals into models automatically. The collaboration features enable sharing models with stakeholders at different access levels — some can view and comment while others can modify assumptions. Causal has been adopted by a range of users from freelancers creating simple projections to startup CFOs building investor models, reflecting its range of complexity across free and paid tiers. For financial analysts and founders who spend significant time making models comprehensible to non-finance audiences, Causal's model-plus-narrative approach reduces communication friction substantially.

Abacum is a financial planning and analysis platform built specifically for the finance teams of high-growth technology companies, with a design philosophy centered on collaboration between finance and business unit leaders. The platform enables finance teams to build and maintain real-time financial models connected to live data sources, while giving non-finance business leaders self-service access to their relevant financial information and plan input tools. The integration engine connects to QuickBooks, Xero, NetSuite, Salesforce, HubSpot, Chargebee, Stripe, Bamboo HR, and major data sources to populate models with current actuals. Driver-based forecasting builds revenue projections from pipeline data, cohort retention, and expansion assumptions rather than static growth rates. The workforce planning module models the full cost of headcount plans including salary, benefits, equity, and recruiting overhead. Departmental planning gives individual business owners a view into their budget, actual spend, and forecast without finance team involvement in day-to-day reporting. Monthly reporting automation generates variance analysis, board slides, and investor updates from the financial model without manual compilation. The platform's commentary and annotation features enable finance teams to add qualitative context to quantitative data, improving the quality of board and executive communication. Abacum is valued for its implementation speed — finance teams report going from contract signing to live financial model in weeks rather than months. Best suited for Series A through Series C technology companies where FP&A is becoming a strategic function but hasn't yet justified an enterprise planning tool.