Fractional CFOs
Refresh forecasts across client engagements without rebuilding each model.
Request a DemoMonthly financial planning, without the spreadsheet maze
Turn your monthly accounting data into a living financial picture.
ForecastBridge turns your monthly actuals into historical financial statements, forecasts, Budget comparisons, cash visibility, and CFO-ready insight — with mappings that are remembered month after month.
Built for finance professionals and growing companies without a dedicated FP&A function
Who ForecastBridge is for
Financial visibility without maintaining a complex FP&A model
Finance Consultants
Deliver a consistent, reviewable forecasting process for every client.
Controllers
Connect the monthly close to historical statements, plan comparisons, and an updated outlook.
Accountants
Turn monthly accounting summaries into a consistent financial foundation.
Business Owners
Understand performance and cash without a dedicated FP&A function.
Why it exists
Every monthly close should bring the financial picture into focus.
Bring historical results, the next forecast, and performance against plan into one repeatable monthly process.
Manual models demand attention
Spreadsheet forecasts require repeated imports, formula checks, assumption updates, and formatting every month.
Forecasts quickly become outdated.
When updates take too long, teams keep using assumptions that no longer reflect the business.
Large systems add complexity
Many smaller organizations need disciplined forecasting without a lengthy implementation or enterprise software footprint.
The monthly workflow
From monthly accounting data to CFO-ready insight
Build a consistent financial foundation, update the outlook, and understand what changed — while preserving the work from prior months.
Upload your monthly actuals
Upload a complete monthly account summary. Reviewed mappings are remembered to minimize recurring setup.
Build a consistent financial foundation
Organize mapped accounting data into historical financial statements, Planning Categories, and a consistent financial structure.
Update the outlook
Adjust Revenue, OpEx, cash events, and other assumptions for the next Base forecast or scenario. Use the Growth Calculator to explore growth assumptions.
Compare performance with plan
Upload a Budget and review Actual vs Budget, Actual vs Prior Base Forecast, Fiscal YTD, Full-Year Outlook, and Forecast Accuracy.
Understand what matters
CFO Brief summarizes validated results: performance, outlook, cash, historical context, and Items to Review.
Download the complete package
Generate a CFO-ready Excel workbook with historical statements, drivers, forecast, cash outlook, plan comparisons, Planning Category detail, historical data, and mappings.
Why ForecastBridge
A connected view of results, plans, and what comes next
Historical Financial Statements
A standardized historical Income Statement and reconciled Balance Sheet, generated from mapped monthly accounting data.
Forecast & Cash Outlook
Create Base forecasts and scenarios with visibility into Revenue, profitability, cash, and liquidity.
Performance vs Plan & Forecast Accuracy
Compare Actuals with Budget and Prior Base Forecast, including Fiscal YTD and Full-Year Outlook vs Budget. Retain forecast version history to compare expectations with results.
Planning Categories
Group COGS and Operating OpEx into management categories such as Direct Labor, Personnel, Software, or Marketing, then drill into material variances.
CFO Brief
An AI-assisted explanation of validated ForecastBridge results, bringing performance, outlook, cash, and Items to Review together.
CFO-Ready Excel
Bring historical statements, forecast, cash, plan comparisons, drivers, and Planning Category detail into a structured workbook for review and sharing.
ForecastBridge calculates. AI explains.
Mappings, financial calculations, forecast versions, Budget comparisons, and variances remain deterministic. AI helps explain the validated financial results rather than inventing the finance.
Inside ForecastBridge
From historical results to decisions ahead
Explore historical reporting, performance against plan, and CFO Brief in product screens using test data. The forecast dashboard above and Excel preview below show the core forecasting workflow.
Historical Income Statement
A standardized historical Income Statement in the Excel workbook, generated from mapped monthly accounting data.
Performance vs Plan
Compare Actuals with Budget and drill into COGS and Operating OpEx Planning Categories to review material variances.
CFO Brief
Read an AI-assisted explanation of validated performance, outlook, cash, and historical context, with clear data limitations.
CFO-ready Excel workbook
Preview Output, Cash, Overview, and Forecast Drivers. Current workbooks also include historical statements, plan comparisons, and Planning Category detail.
Product overview
See the core monthly workflow in a few minutes
Watch the core workflow, from monthly actuals through the CFO-ready Excel workbook.
ForecastBridge continues to evolve. The demo shows the core workflow; current Live capabilities also include historical Income Statement and Balance Sheet reporting, Budget comparisons, Planning Categories, Forecast Accuracy, and CFO Brief.
Request a DemoFor the clearest application text, select 1080p using the YouTube Settings gear.Watch on YouTube in HD
Created by a CFO. Refined through operations.
I'm Jim Simpson, and I built ForecastBridge for the way finance teams actually work.
Founder • Former CFO & COO • 25+ Years Leading Finance & Operations
After more than 25 years leading finance and operations for growing companies, I noticed the same pattern every month. The close would finish, and then someone had to rebuild the operating forecast from the latest GL actuals.
The work wasn't creating better decisions—it was recreating spreadsheets, updating assumptions, checking formulas, and making sure nothing broke.
I built ForecastBridge to change that.
Instead of starting over every month, ForecastBridge preserves prior work, carries assumptions forward, updates only what changed, and generates a transparent, CFO-ready Excel workbook your team can review, edit, and share with confidence.
Because forecasting should help you think about the business—not spend another day rebuilding the model.
Connect with Jim on LinkedInLimited testing
Interested in helping test ForecastBridge?
ForecastBridge is in active development and limited testing. If you work with monthly financial reporting, forecasting, or fractional CFO clients and would be interested in trying it, I'd be glad to connect.
Frequently asked questions
Practical answers for the monthly financial workflow
Who is ForecastBridge for?+
Fractional CFOs, controllers, finance consultants, and growing companies without a dedicated FP&A function. Consultants can use a consistent workflow across clients while keeping each company's data, mappings, assumptions, and forecasts separate.
What data does ForecastBridge use?+
A complete monthly account summary from your accounting system, with P&L accounts reported as monthly activity and Balance Sheet accounts as month-end balances. You can also upload a Budget to compare performance with plan.
Does ForecastBridge replace accounting software or Excel?+
No. Your accounting system remains the source of your accounting records. ForecastBridge organizes mapped monthly data for historical reporting, forecasting, and plan comparisons, then produces a CFO-ready Excel workbook for review, analysis, and sharing.
How are mappings reused?+
ForecastBridge remembers reviewed financial mappings for recurring monthly uploads. Review new or changed accounts and use Planning Categories to organize COGS and Operating OpEx for management reporting.
What does the CFO Brief do?+
CFO Brief uses AI to explain validated ForecastBridge results, including performance, outlook, cash, historical context, and Items to Review. ForecastBridge calculates. AI explains. AI does not control financial calculations or mappings.
Is ForecastBridge generally available?+
ForecastBridge is in active development and limited testing, and is not broadly open for self-service signup. If you would like to discuss testing it, connect using the contact email on this page.
See ForecastBridge in action
Bring your monthly financial picture into focus
Request a demo to discuss how ForecastBridge connects monthly actuals, historical statements, forecasts, Budget comparisons, and cash visibility. Currently in limited testing.
Questions? demo@forecastbridge.app