Forecast

Forecast App is an AI-driven project, resource, and financial management platform designed to help agencies, consultancies, and IT teams streamline operations and deliver high-impact results. Combining smart planning, real-time execution, and financial analytics, it transforms fragmented tools and spreadsheets into a unified workspace. Trusted by over 10,000 project managers worldwide, Forecast boosts utilization, minimizes admin time, and helps teams forecast the future with confidence.

• AI‑assisted resource allocation: Learn from past projects to suggest optimal staffing via role, skills, and availability, minimizing conflicts and burnout.
• Capacity & demand planning: Visualize future needs using placeholders and heatmaps, balancing team load months in advance.
• Predictive risk alerts: Receive proactive alerts for budget overruns, slipping timelines, or scope creep, enabling intervention before issues arise.
• Timesheets & billing integration: Automate time capture, billing, and revenue recognition—each logged hour is invoice-ready.
• Financial forecasting & reporting: Generate P&L statements, budget vs. actuals, margin analyses—ensuring financial clarity throughout project lifecycles.
• Full PSA suite: Combines CRM, task management, Agile boards, approvals, milestone tracking, and file collaboration.
• Robust integrations: Connect with Jira, GitHub, Salesforce, HubSpot, QuickBooks/Xero, Slack, Google Calendar, and reflect updates bi-directionally.
• Enterprise-grade security & APIs: GDPR and PCI‑DSS compliant, with customizable roles, permissions, and an extendable API for custom workflows.

• Utilization & productivity gains: Real-world results show a 20–21% increase in billable hours and greater team efficiency.
• Automation reduces admin time: Features like AI task assignment and timesheet reminders save up to 50% administrative time.
• Real-time financial intelligence: Keep projects on a healthy path with live P&L, invoicing integration, and expense monitoring 
• Scalable PSA infrastructure: One platform for agencies, IT services, nonprofits, and software firms
• Security & compliance: Trusted by enterprise-level teams with GDPR and PCI‑DSS compliance.

• Learning curve: Rich feature-set makes onboarding deeper, but is supported by webinars and best-practice guidelines.
• Data dependence: AI accuracy improves with the volume and quality of the project history. 
  Pricing for smaller teams: Enterprise-level PSA features may be more than needed for micro-teams.

• Creative agencies: Automatically matching designers or account managers to briefs streamlines delivery schedules.
• Consulting firms: Precisely track billable hours and manage client invoicing seamlessly.
• IT & software teams: Sprint-based resource planning and predictive backlog forecasting.
• Finance ops: Track project-level accounting from inception to close without toggling systems.
• Hybrid/remote teams: Centralized dashboards grant visibility for a distributed workforce.
•  Non-profits & NGOs: Budget visibility and compliance aligned with stakeholder reporting needs. 
• Enterprise services: Used alongside Sage Intacct via Sage PSA integration for enhanced accounting workflows.