Invoice Management

Streamline your billing process with our seamless invoicing feature, designed to simplify invoice creation, tracking, and management.

Forecast APP FEATURES

Feature Overview

The ultimate upgrade to delivering projects on time and on budget.

Automated Invoice Creation

Easily generate invoices for billable hours, fixed-price contracts, or retainers directly from your project or financial dashboard. This automation reduces manual effort and minimizes errors.

Customizable Invoice Details

Add specific details such as invoice names, dates, references, discounts, taxes, and currency to each invoice, allowing for precise and professional billing.

Integration with Financial Platforms

Export invoices to popular accounting platforms like QuickBooks or Xero, ensuring seamless financial management and synchronization with your existing systems.

Real-Time Invoice Tracking

Monitor the status of all invoices, including those sent, pending, or overdue, from a centralized dashboard, providing clear visibility and control over your project's financial health.

“What we can see is a transparency around which projects exist and how many we have. From a top-down perspective there is a huge benefit"

Director, Business Applications & Architecture
Benjamin Sjögren

"Our developers are now at 91% billable. It’s a huge change that has made Grafikr a lot more profitable. We are a much healthier company because of it."

CEO & Founder
Kiranan Luxmy

“The level of financial reporting that we get from Forecast is far and above anything that I’ve seen in any project management tool that I’ve ever used."

Director of Operations
Allison Escott
Better project management

Balance workloads across multiple projects with crystal-clear visibility

Track and manage your teams utilization in real-time, and leverage AI to match the right people to their best work.

Capacity & DEMAND

Maximize project profitability

Focus on more value-adding tasks to create happier clients with a real-time overview of the workload and capacity of all your resources.

Better project management

Instantly understand who can work on what and when

Proactively manage your entire team in real-time on one dashboard and anticipate future demand. Scope out potential project with placeholders and tentitive booking, and forecast demand based win probability.

integrations

Integrate your tech stack

The AI-driven platform that brings all your data together to streamline projects, resources and financials.

View all integrations

Powerful Features

The ultimate upgrade to delivering projects on time and on budget.

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Time Tracking

Use AI-powered timesheets to register time and build a solid foundation for accurate reporting and forecasting.

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Invoicing

Forecast provides users with the ability to generate invoices for projects and track payments on invoices.

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Notifications

Enable in-app notifications or opt to be notified by email. Get updates immediately or have them packaged as daily.

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Resource Allocations

Stay on top of your resources, future demand and utilization of your workforce to save time and money.

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Project Scoping

Plan out projects, determine and document the work required using phases, tasks, and deadlines, and view high-level information.

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Story Points

Story Points provide a relative measure of how much time and effort is required to complete an individual user story.

What our clients say

The ultimate upgrade to delivering projects on time and on budget.

Investing in Forecast is a no-brainer for us.

It’s easier for us to spot inefficiencies before the scope and budget are way overboard and show people where we’re at.

Head of Operations, Holition
Matt Nelson

Forecast ensures we actually make revenue because the point is margin, right?

It’s super key and has uncovered significant losses prior to getting on the platform.

Head of Technology, steam commerce
Christopher Cowley

Hitting and exceeding our 65% margin goal was thanks to Forecast.

We have a much more accurate view of our margins, expenses and costs as they relate to our projects.

Director of Ops, Herman-Scheer
Allison Escott

Using Forecast my team has become far more profitable

The team doesn't go over budget anymore, and we see can foresee problems really early with our clients so we can have those conversations at multiple points.

Executive Producer, Grumpy Sailor
Crystal Rata

We grew our revenue and headcount by 50% and Forecast played a major role.

First time we’ve ever seen realtime, unified financial performance across all client work. Such a jump from where we were before, onboarding was quick, a lot of evolution for us.

Operations Director, Oxford Global
Andi Garavaglia

Forecast has freed me up from essentially being a full time resource manager

I'm now ahead of overall delivery and back to running projects. That’s because the system is so easy to use.

Head of Delivery, Hallam
Glenn More
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Get started now with Forecast

The ultimate upgrade to delivering projects on time and on budget.

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