Stuck somewhere? Let's unstick it.

No, not at all. The onboarding wizard asks plain-English questions about your offers, clients, costs and cash — rough estimates are absolutely fine. forecastly does the structure and the maths; you bring the knowledge of your own business.

Under an hour for most people — ten guided steps, and the wizard explains everything. Upload a CSV to pre-fill some of the questions even faster. Running out of time, no worries. The onboarding saves automatically and you can just pick it back up whenever you are ready to continue.

Estimates are a perfectly good starting point. A forecast is a living thing — each month you drop in your actuals, so the real numbers of what happened last month and the picture sharpens. Progress over perfection, always.

Neither. It doesn't replace your accountant nor your accounting software, you still need both for bookkeeping, taxes and compliance — but forecastly is the forward-looking piece they don't give you. A calm, private space to plan the next twelve months.

Yes. Your numbers are private to your account alone — nothing is shared, sold, or used for anything other than generating your forecast and your AI insights. Fully GDPR compliant. Your CSV files are discarded immediately after pre-filling, never stored. You can delete your data or your account anytime. Full details in our privacy policy.

forecastly reads your forecast, your monthly variance and your goals, as well as your weekly wins and challenges, then explains what your numbers mean in plain English — what's working, what's leaking, and what you might consider next. It coaches; it never judges.

Yes — export your full 12-month forecast as a CSV file or a clean, readable summary PDF that includes your Forecast Story — whenever you like. Ideal to share with your accountant, business partners and for funding conversations.

Yes — cancel from inside the app in a couple of clicks during the trial or any time after, monthly or annual. Your plan and account will stay open for you to continue until the end of the billing period. If you cancel inside the trial window, you won't be charged anything. Guaranteed.

Monday Money Sessions: Every Monday morning at 9am with a cuppa in hand — join us for our live community calls. Take a quick pulse of your cash and log your weekly numbers, ask questions, share wins or troubleshoot. A thirty-minute space to start your week with clarity instead of chaos. Showing up week after week, building the habit alongside others who get it.

Money Date: First Friday of every month, we log our actuals together. The Money Date turns monthly actuals from a solo admin chore into a shared ritual, where we log our actuals together, in real time, with accountability. Miss a session? Replays land in the resource library.

Life happens. The Monthly Money Date is your catch-up moment — you can always catch up on the logging of your actuals — as these are important to bring real insights. And if you miss a week of our Monday Money Sessions, the next Monday starts fresh. Don't stress about catching up on old weeks — just start where you are.

Drop us an email at hello@forecastly.me — we'll get back to you within 48 hours. You'll also find a "Get in touch" link in the footer of every page.