One platform, two experiences — an AI Advisory Copilot for the firms who manage client books, and an AI CFO for the small businesses they serve.
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Stop guessing about the numbers. Foresight turns accounting data — yours or every client's — into clear, actionable intelligence.
Ask any financial question in plain English, for your business or any client on your roster. Get answers backed by real data — revenue trends, expense breakdowns, cash flow projections, and more.
Build multi-month P&L, Balance Sheet, and Cash Flow forecasts per client. Model growth rates by account, apply one-time adjustments, and save unlimited scenarios.
Know runway, DSO, DPO, and DIO at a glance — across your whole portfolio. Automated alerts warn you before cash problems hit — not after.
Compare actuals vs forecast for every account, current month and YTD, for every client. See exactly where each one beat or missed plan — in seconds.
Model "what if" scenarios — revenue shortfall, expense spike, new hire, rapid growth. See the financial impact before your client has to make the decision.
Model the cost of a client's next hire — salary, benefits, taxes — and show them exactly how it impacts P&L and cash runway.
No setup fees. Just connect and go.
Apply as a firm to manage your client portfolio, or connect QuickBooks or Xero directly. Foresight securely pulls financial data in under 60 seconds.
Your dashboard populates automatically — P&L trends, cash runway, key ratios, and AI-generated alerts. No setup required.
Build forecasts, run scenarios, ask questions, and export reports — all in one place. Spend less time on spreadsheets.
Ask any financial question and get an answer grounded in the actual books — yours, or any client's — not generic advice.
Manage your entire client portfolio from one dashboard. Full financial intelligence for every client, billed by connection volume.
Managing a large team of advisors or a high volume of client connections? Per-seat pricing doesn't scale for firms at your size. We'll build a custom plan around your team and client count.
Start instantly — no application, no card required. Pick a tier and start your 14-day free trial right away. Manage every client from a single dashboard.
No feature tiers. No per-seat pricing. No surprises.
Join the advisory firms and small businesses building their financial future with Foresight.