Forecast5
Forecast5: Desktop forecasting combines integrated statements, scenarios and multi-entity consolidation. Ranked #59 of 72 in Financial Forecasting Software by our editors (3.6/10); pricing: 21-day trial; best for teams needing desktop-based multi-entity forecasts.
At a glance
- Editor score3.6 / 10
- Pricing21-day trial
- Best forTeams needing desktop-based multi-entity forecasts
- Free planNo
- Rolling forecastsYes
- Facts checked24 Sep 2026
Where it wins
- Builds integrated P&L, balance sheet, cashflow and funds flow forecasts
- Combines actuals with projections and supports budget variance reporting
- Consolidates entities with intercompany eliminations and multi-currency forecasts
Where it doesn't
- Windows desktop installation only; no cloud-based deployment
- GBP plans start at £900 per year, with higher tiers for more capacity
- Actuals refresh is manual, rather than automated
Our verdict on Forecast5
Forecast5 brings budgeting and financial forecasting together in a Windows desktop application for businesses and finance teams. Its focus is useful for teams that need linked profit and loss, balance sheet, cashflow and funds flow reports, while forecasting across multiple entities or divisions. Rolling forecasts combine actual results to date with projections, and users can compare actuals against budgets, build what-if scenarios and create daily cashflow projections with a rolling 90-day bank position. Multi-currency forecasting and intercompany eliminations extend its fit for consolidated planning.
The UK packages scale by users, forecasts, consolidations and integrations. Base Package costs £900 per year for one user and 25 forecasts, and includes online training and support. Advanced Package is £1,350 per year for one named user, 50 forecasts, 25 consolidations and one integration, with server capability and online training. All In Package costs £1,750 per year for two named users, 100 forecasts, 50 consolidations and two integrations, plus report views and server capability. Ultimate Package is £2,400 per year for three named users, 200 forecasts, 75 consolidations, network capability, all integrations and report views. A 21-day free trial is available. The NZ/AUS packages list similar capacity tiers, but their prices are not shown here.
Integration options include Xero, SAP Business One, Sage 50 Accounts, Sage 200, Sage 300, MYOB AccountRight, MYOB Advanced and MYOB Exo. Accounting data integration imports actuals and charts of accounts; custom reports can be generated and exported. The trade-off is deployment: Forecast5 is desktop-based, Windows-only, and actuals refresh is manual. That makes it a more natural fit for teams prioritizing structured multi-entity forecasting over cloud access or automated data refresh. Smaller teams may also find the per-year pricing and user limits restrictive as their needs grow; organizations seeking cloud-based collaboration should consider another product.
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Forecast5 pricing
All 8 Forecast5 plans and prices →
Forecast5 fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Rolling forecasts | Yes |
| Forecast vs actuals | Yes |
| Scenario modeling | Yes |
| Revenue and expense models | Yes |
| Multi-entity support | Yes |
| Data refresh | Manual |
| Free trial | 21 days · no card needed |
| Deployment | Desktop |
| Platforms | Windows |
| Support | Tickets, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 8 integrations: Xero, SAP Business One, Sage 50 Accounts, Sage 200, Sage 300, MYOB AccountRight … |
| Pricing | 21-day trial (source) |
| Website | forecast5.com |
| Facts checked | 24 Sep 2026 |
Forecast5 integrations
Forecast5 lists 8 integrations on its own site.
- Xero
- SAP Business One
- Sage 50 Accounts
- Sage 200
- Sage 300
- MYOB AccountRight
- MYOB Advanced
- MYOB Exo
Alternatives to Forecast5
- Workday Adaptive PlanningA broad FP&A platform for organizations that need connected financial and workforce planning.9.4
- CCH TagetikEnterprise finance teams get planning, close, consolidation, forecasting, and governance in one platform.9.3
- AnaplanA broad connected-planning suite for complex enterprise finance and workforce decisions.9.2
See all Forecast5 alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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