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description: Review of Forecast 5 Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
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title: Forecast 5 | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

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# Forecast 5

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> Forecast 5 is a purpose-built forecasting and budgeting tool that simplifies your budgeting process. It supports memo records to accommodate KPIs or stock records, including stock made and stock on hand, for those in manufacturing or growing. The platform integrates with various financial software, such as Xero, SAP, Sage or MYOB.&#10;&#10;If your business has multiple entities across the globe, Forecast 5's consolidations, multi-currency and per record tax setting functionality can handle generating the financial outputs you need. It can also take you through the whole budgeting process from creating a budget, entering your monthly actuals and then adjusting your rolling forecast, all while providing profit \&amp; loss, balance sheet, cashflow and funds flow reports, including variance reports for comparison.&#10;&#10;With offices in New Zealand, UK and South Africa we have budgeting covered, the world over.&#10;&#10;Packages available in NZ $ or GBP £
> 
> Verdict: Rated **3.9/5** by 22 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **3.9/5** | 22 Reviews |
| Ease of Use | 3.6/5 | Based on overall reviews |
| Customer Support | 4.0/5 | Based on overall reviews |
| Value for Money | 3.6/5 | Based on overall reviews |
| Features | 3.9/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: Forecast 5
- **Location**: Auckland, New Zealand
- **Founded**: 2013

## Commercial Context

- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Forecast 5 offers a 21-day free trial for new users, after which the software pricing starts at $1600 or £900 per annum. &#10;&#10;Look at the features of each package in depth on our website
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: Afghanistan, Albania, Algeria, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin and 187 more

## Features

- "What If" Scenarios
- Accounting
- Asset Lifecycle Management
- Budgeting/Forecasting
- Cash Flow Management
- Cash Management
- Consolidation/Roll-Up
- Customisable Reports
- Data Import/Export
- Expense Tracking
- For Investors & Traders
- Forecasting
- General Ledger
- Income & Balance Sheet
- Multi-Company
- Multi-Currency
- Multi-Department/Project
- Profit/Loss Statement
- Real-Time Reporting
- Reporting/Analytics

## Integrations (7 total)

- MYOB Acumatica
- Microsoft Excel
- SAP Business One
- Sage 200
- Sage 300
- Sage 50 Accounting
- Xero

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software)

## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software)
- [Business Budgeting Software](https://www.softwareadvice.co.nz/directory/265/budgeting-forecasting-software/software)

## Alternatives

1. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8511 reviews)
2. [Datarails](https://www.softwareadvice.co.nz/software/176278/datarails) — 4.7/5 (238 reviews)
3. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3318 reviews)
4. [QuickBooks Online Advanced](https://www.softwareadvice.co.nz/software/49805/quickbooks-online-advanced) — 4.4/5 (1048 reviews)
5. [Cube](https://www.softwareadvice.co.nz/software/238885/cube) — 4.6/5 (79 reviews)

## Reviews

### "Forecast 5 Review" — 4.0/5

> **Camille** | *8 May 2019* | Real Estate | Recommendation rating: 7.0/10
> 
> **Pros**: Consolidation was the most important.  Also the ability to drill down to low level account budgets and to condense into high level account budgets.
> 
> **Cons**: Very complex with adding some of the data and not being able to move line items between sections.
> 
> Consolidation of all company budgets and connecting excel data to feed into Forecast 5 for sensitivity scenarios.

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### "The best in the market." — 5.0/5

> **Mervyn** | *23 July 2026* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: The Best forecasting product available. The absolute integrity of the links between P\&amp;L, Balance sheet and Cash flow (and Funds Flow) give you peace of mind, and will stand up to the tightest external scrutiny from Investors, Lenders or Due Diligence teams.
> 
> **Cons**: An ouput report of data variables and assumptions would help users validate the assumptions you have made when constructing the forecasts
> 
> I'm a long term user of F5 and forecasting obsessive. very few products even come close. DO NOT trust spreadsheet models, or any of the "intuitive" AI led forecasting apps. A cash flow has to tell you what your movements in cash are (in simple language) and you need a funds flow report to demonstrate to the bank that you can understand working capital fluctuations.

-----

### "Review" — 3.0/5

> **Paul** | *1 May 2019* | Accounting | Recommendation rating: 5.0/10
> 
> **Pros**: profit and loss and balance sheet fit together easily
> 
> **Cons**: Quite clunky and slow. Tends to crash often.&#10;Needs standard templates.&#10;Printing multiple reports at once in the correct format doesn't appear to be possible.
> 
> Cashflows. I probably don't use it enough.&#10;&#10;It would be good if it was online.

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### "Excellent forecasting system the comes with brilliant customer service" — 5.0/5

> **John** | *29 July 2026* | Civil Engineering | Recommendation rating: 10.0/10
> 
> **Pros**: Excellent customer service, always available to sort any issues and nothing is too much trouble. Simple, easy to use system, but with powerful processing ability and insightful outputs.
> 
> **Cons**: N/A - there's nothing to not like\! I have used the system now for a number of years and there's nothing that I would change.
> 
> My overall Forecast 5 experience is highly positive, the product is good, the customer service is excellent and the business insight gained from the forecast outputs is invaluable.

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### "Would I recommend Forecast 5 - Most definitely" — 4.0/5

> **Lloyd** | *16 January 2025* | Fishery | Recommendation rating: 9.0/10
> 
> **Pros**: Very flexible and great for doing what-if scenarios and is easy to extend into future years and apply percentage increase/decreases on a line or group basis. &#10;Love the hot link to Excel.
> 
> **Cons**: Two things - would be great to be cloud based and also for report layout to be remembered when switching between report tabs.
> 
> Overall F5 is a great product, can always be small improvements but certainly a lot more reliable than trying to do a forecast in Excel - plus you know that the links between P\&amp;L, balance sheet and cash flow are solid.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/475416/Forecast-5)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/475416-Forecast-5/> |
| en-AU | <https://www.softwareadvice.com.au/software/475416/Forecast-5> |
| en-GB | <https://www.softwareadvice.co.uk/software/475416/Forecast-5> |
| en-IE | <https://www.softwareadvice.ie/software/475416/Forecast-5> |
| en-NZ | <https://www.softwareadvice.co.nz/software/475416/Forecast-5> |

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