Financial planning
without spreadsheets
Build forecasts, analyze cash flow, and model growth with powerful financial planning tools.
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Everything inside ForezynPlan
From day-to-day cash management to 10-year strategic forecasts — every tool you need to replace spreadsheets and plan with confidence.
Live chat support
Connect with a ForezynPlan specialist in real time during business hours. Whether you're setting up your first plan or troubleshooting an integration, our team is available live to keep you moving forward without delay.
Email support
Submit a question any time, from any time zone. Our support team responds with detailed, actionable guidance — so you're never stuck waiting for answers, no matter when you need help.
Financial components
Replace spreadsheet formulas with intelligent, drag-and-drop components. Revenue streams, cost items, assets, loans, and staff — each one automatically feeds your P&L, cash flow, and balance sheet without a single formula.
Organisations
Bring your entire team under one account. Assign an organisation owner and add members — giving you centralised control over access, billing, and plan management across departments or client groups.
Plan collaboration
Open any plan to your team or external advisors for real-time editing. Multiple contributors can update forecasts, adjust assumptions, and refine scenarios simultaneously — turning planning into a collaborative process.
Plan grouping
Organise your plans into logical groups — by client, project, department, or entity. Quickly locate and switch between plans without scrolling through a flat list, keeping your workspace structured and efficient.
Plan sharing
Share a live, view-only link to any plan with investors, clients, or board members. They'll always see the latest version of your forecast — no file attachments, no version confusion.
User groups
Create groups based on roles, teams, or projects and assign the right level of access to each. Ensure every collaborator sees exactly what they need — nothing more, nothing less.
Version history
Every edit to your plan is tracked and timestamped. Browse the full change log, compare any two versions side-by-side, and restore a previous state instantly if something goes wrong — essential when multiple people contribute.
Industry templates
Launch faster with ready-made templates designed for your sector. Revenue models, cost structures, and key assumptions are pre-configured to match your industry's best practices — just customise the numbers and go.
Why not just use a spreadsheet?
Spreadsheets weren't built for financial planning. Here's exactly what changes when you switch.
Stop planning in
spreadsheets
Build your first financial plan in minutes — with 3-way reports, scenario testing, and real-time collaboration.