# Forecastr Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Forecastr the right Financial Management solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/10011348/Forecastr/reviews --- Forecastr 4.5 (10) [View alternatives](https://www.capterra.com/p/10011348/Forecastr/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Forecastr Ease of use 4.5 Customer Service 4.6 ## Showing most helpful reviews Showing 1-10 of 10 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Chris K. Founder, CEO Marketing and Advertising Used the software for: Less than 6 months ### "Financial Forecasting, Budgeting, Modeling & More, All in One Dashboard" January 31, 2024 5.0 Overall, I'm super happy with both the software itself, as well as the CFO support I receive along with it. Pros I love the CFO services that come with it, that has been extremely helpful in setting everything up the way I want and need. Cons I don't really have any complaints. It's a great tool, and great support. Review Source AD Alex D. Chief Executive Officer Sports Used the software for: 6-12 months ### "The best out there, and getting better" August 23, 2023 5.0 Forecastr has dramatically improved my ability to project my business's performance, and my ability to demonstrate a commercial opportunity to prospective investors. Pros The framework that Forecastr employs to build financial models puts it in a league of its own. If you have ever built a financial model in a spreadsheet, you understand the tangled web of relationships between assumptions that quickly become nearly impossible to work with. Forecastr brings those assumptions to the forefront, and gives users the power to effortlessly experiment with those assumptions and understand their downstream effects. Cons While very few, there are specific features that aren't always intuitive, or that feel lacking. That said, having the ability to work 1:1 with a Forecastr analyst ensures that I never stay stuck for long, and ultimately am able to customize my model to meet my needs. And, several of the "UX bugs" I've seen have been resolved since I first adopted Forecastr—the team is constantly improving the product. Alternatives considered [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing Forecastr It was immediately clear that Forecastr offers features built specifically for the financial modeling use-case—and was built in a way that makes it more intuitive than other products claiming to offer a similar solution. Review Source DG Devin G. CEO Internet Used the software for: 6-12 months ### "Oof - do not engage!" September 1, 2025 1.0 Pros Hard to think of anything! I guess their CEO tried to help us when it became clear that we were getting nothing from the product - he at least got on the phone with us, but was unwilling to hear our feedback and basically just dug in and insisted the tool worked. Cons Forecastr says they integrate with quickbooks - our experience showed otherwise. We have Mercury as our banking, and pass records into quickbooks, and Forecastr couldn't import through that path. The team said that it \*was\* doing that, however, even when we could very easily, very quickly show the missing records. The team kept insisting their product worked on calls, and when we showed them it didn't, they just.... said it was doing what they wanted it to do? Anyways we spent $4,000 and ended up spending a bunch of time on calls with these folks and got absolutely nowhere. They refused to refund even when it was clear we got nothing from the product. Pretty wild! Review Source VR Verified Reviewer CEO Consumer Services Used the software for: 1-2 years ### "Innovative New Financial Modeling Platform" August 22, 2023 5.0 Pros The ease of implementation and the frequency of rolling out new products desired by customers. Cons Nothing. I absolutely love every aspect of it. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Love hosting our financial model in the cloud. It makes sharing, editing on the fly and inviting collaborators especially easy. Review Source LR Lenwood R. CEO Management Consulting Used the software for: Less than 6 months ### "Forecasting made easy!" September 7, 2023 4.0 Pros I liked thinking about the business and my assumptions rather than how to create what I wanted in Excel. That's the biggest value for me. With Forecastr, you can focus on what you plan to do and when you plan to do it rather than getting bogged down in calculations. Cons There were some limitations in the product that required workarounds. But I'm so thankful that I stuck with it. Permissions need to be more granular to allow for other people to work on the forecast without seeing everything. That's a serious feature issue that should be addressed. Forecasting and budgeting is a collaborative effort so we need better permission to enable that collaboration. Reason for choosing Forecastr Forecastr seemed to be easier to use. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Fundable Startups recommended Forecastr. I trust that team. So, I gave Forecastr a look. Review Source JK Judah K. Owner Accounting Used the software for: 1-2 years ### "I have been working with Forecastr for over a year now. And they continue to amaze me." August 22, 2023 5.0 Overall, I always recommend them when the conversation of forecasting comes up. They are not overpriced like Jirav, and not overly simplified LivePlan Pros Customer support has been a smile-worthy interaction. Forecasting can be either an oversimplified event or an extremely tedious and complex task. Forecastr attempts to tackle the latter task by removing the tedium as much as possible. There is still a good amount of work involved, but they truly help walk you through the process and build it out with you. Cons There is a currently a bit of a lack of integration, but that is expected at the stage they are at. Alternatives considered [Jirav](https://www.capterra.com/p/195572/Jirav/)[Futrli](https://www.capterra.com/p/169761/FUTRLI/)[LivePlan](https://www.capterra.com/p/142049/LivePlan/) Reason for choosing Forecastr Futrli is the only one that I would consider as a comparison. Jirav is way overpriced with an ugly display. Liveplan is extraordinarily tedious, rigid, and overly simplified. Review Source CS Chris S. CEO Computer Software Used the software for: 1-2 years ### "xcel" August 22, 2023 5.0 The software works like a charm. The customer service is tope notch. Pros It has helped me build my financial model in a way that eliminates mistakes, garners trust from investors (and myself), and makes it easy to present my model Cons I had to get over the uneasiness moving away from trusty Excel Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) The ease of use and the additional customer success/service I got from the Forecastr team. Review Source MD Mike D. Chief Operating Officer Computer Software Used the software for: 1-2 years ### "A Financial Crystal Ball for Startups!" August 22, 2023 5.0 Happy, Satisfied, and Confident. Happy - because I dont like financial modeling nor do I like complex spreadsheets that are cumbersome and have faulty formulas. Now thats off my list. Satisfied - the software a ton of value at a great price. We saved a TON of money on additional resources we would need in our Finance Department, including a CFO. Confident - I know our financial situation and how we are forecasting for the future. This allows me to have great insight as to when we need additional capital and when that time comes - I have all the proper financial information to put in the pitch deck. Pros Forecastr gives us the confidence and true transparency into our financial situation and how we budget our spending. Its clearly presented and very easily transformed into slides or any supporting documents. The software allows to try various financial assumptions and scenarios which gives us the ability to be creative in our corporate strategies. Cons There are no obvious cons. The feature set is robust and rich enough for any type of startup. Review Source BO Benedict O. CEO Renewables & Environment Used the software for: 6-12 months ### "Effortless Financial Modeling with Forecastr" August 23, 2023 5.0 My overall experience with Forecastr was highly satisfactory. Their support in financial modeling was tailored to my needs and budget. The 4-week process was well-structured, and the onboarding was effortless. I now feel empowered to manage my budget and finances independently, thanks to Forecastr. Pros I appreciated Forecastr's ease of use and seamless onboarding process. They tailored their financial modeling to fit my budget, making the 4-week process smooth and effective. Cons Though my overall experience was positive, I would appreciate further enhancements in their reporting features or additional tools for more in-depth analysis. Review Source AG Adam G. Co-Founder Computer Software Used the software for: Less than 6 months ### "Great product - easy to use - investors love it!" September 14, 2023 5.0 Pros Easy to set up, visually appealing, customer support is fantastic Cons Nothing! Would love visibility into when someone with 'view' access actually views a model. Alternatives considered [Slidebean](https://www.capterra.com/p/144485/Slidebean/) Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.