Forecast is the only intelligent Professional Services Automation (PSA) platform that automates and improves your organization's financial and operational performance

Who Uses This Software?

For professional services companies to manage everything from quote to invoice without the administrative hassle, in one AI-powered solution.

  • Large Enterprises (>10,000)
  • Small/Medium Businesses
  • Computer Software
  • Financial Services
  • Management Consulting
  • Other
  • Professional Services (Agency, Business)
  • Mobile Application
  • Self-Hosted Cloud-based
  • Mac
  • Windows
  • Apple Safari
  • Google Chrome
  • Documentation
  • In Person
  • Live Online
  • Webinars
  • Business Hours
  • Live Online
  • Online Community
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What is Forecast?

Forecast is an intuitive time-saving resource and project management solution for teams that deliver high-quality results within limitations. It works with an AI technology that empowers teams to make all projects profitable.

The solution also offers in-depth insights that every member can take a look at. This level of collaboration paves the way to higher efficiency, as everyone is aware of the state of projects and are aware of what they can do to be more productive.

Furthermore, Forecast has time tracking and scheduling tools that let managers and team leaders delegate tasks to those who are able to complete them efficaciously. With these, each member can prioritize immediate responsibilities so that the team can meet its deadlines.

Overview of Forecast benefits

Coherent Collaboration

Forecast has task cards which leaders and managers can drag-and-drop on the interface to assign to members. Aside from displaying task details and subtasks, it also has a commenting section. This is where team members can communicate about certain aspects of a project, allowing them to forego long and confusing email threads so that they can collaborate seamlessly.

Intuitive Project Tracking

With Forecast, every member of the team is aware of every task or project status. The application not only notifies the team of upcoming deadlines, it also keeps everyone aware of the project’s progress through milestones and completed task boards. The former are task groups that have to be finished on a set date while the latter is where members can place task cards that have been done. This way, everyone is aware of where the project is at so they can act accordingly.


Learn more about the features that differentiate Forecast from the competition.


Learn more about Forecast's pricing options so you can make a business-wise decision on the best software to use.


Find out how Forecast stacks up against its most popular competitors.