With Forecast for Xero, you're able to integrate your project data into your accounting system seamlessly.
Forecast's integration with Xero makes it fast and efficient to get paid for the work you do. Leverage the power of Xero to send customized invoices and use Forecast to gain clarity into your payments. All done in a seamless manner.
“Now that we have time tracking in a system that connects with everything we are working on, our billable utilization has gone from an average of 40% to closer to 75%"
With Xero integration, you can send invoices through Forecast directly to Xero in a matter of minutes. Synchronize billable hours and charge clients for Time & Materials, Retainer, or Fixed Price projects supported in Forecast.
Invoicing with Forecast goes hand-in-glove with Xero. Once activated, we automatically add a new Xero icon to your invoice to go directly to the invoice in Xero. All invoices and payments can be followed closely in the Budget tab and monitored from a portfolio perspective at the invoicing page or in the reports section.
By connecting Xero and Forecast you get real-time insights into outstanding money across the entire portfolio, no matter what project billing type you choose. The balance is monitored real-time in Forecast, easy for project delivery teams to follow and ensure that billability is increased.
Evaluate the financial success of your entire project portfolio. Improve your project profitability and gain powerful insights into your business with up-to-the-minute updates.
Ensure invoicing accuracy populating logged time and expenses on projects into invoices with ease. Connect Forecast with Xero and see logged payments automatically.
Xero is the world-leading online accounting software built for small businesses.
Find out more, or try Xero Accounting Software for free.
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.
Focus on more value-adding tasks to create happier clients with a real-time overview of the workload and capacity of all your resources.
Remove the guesswork with real-time insight and recommendations you can act on instantly
The ultimate upgrade to delivering projects on time and on budget.
Use AI-powered timesheets to register time and build a solid foundation for accurate reporting and forecasting.
Forecast provides users with the ability to generate invoices for projects and track payments on invoices.
Enable in-app notifications or opt to be notified by email. Get updates immediately or have them packaged as daily.
Stay on top of your resources, future demand and utilization of your workforce to save time and money.
Plan out projects, determine and document the work required using phases, tasks, and deadlines, and view high-level information.
Story Points provide a relative measure of how much time and effort is required to complete an individual user story.
The ultimate upgrade to delivering projects on time and on budget.
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