Dashboard
Your home base. YTD Net Income, Rate of Climb status, active alert count, your Top 5 Variances, and a full Year Forecast chart — all on one screen, synced live from QuickBooks.
● LiveAcct4Cast connects to QuickBooks and turns your raw accounting data into a clear dashboard — budget vs. actual tracking, variance alerts, a full-year forecast, and a what-if sandbox for every big decision ahead.
Rate of Climb is Acct4Cast’s signature metric. Before you read a single line of data, you know exactly where your business is headed. No jargon. No formulas. Just the truth — at a glance.
Your year-end forecast is tracking ahead of budget. Revenue is up. Keep the momentum — and watch where expenses might be quietly creeping.
Your forecast is running below budget. Now is the time to act — before month-end, not after. Open the Sandbox and model a path back up.
Every view built for a business owner who needs answers fast — not a CFO with an accounting degree.
Your home base. YTD Net Income, Rate of Climb status, active alert count, your Top 5 Variances, and a full Year Forecast chart — all on one screen, synced live from QuickBooks.
● LiveSelect any month and year — Total Income, Total Expenses, and Net Income appear instantly with a clear ▲▼ variance against budget. Drill into the full P&L line-by-line below. Pull it on-demand anytime, or have it emailed to you automatically each month.
● LiveQuickBooks actuals lock in for completed months. Future months fill with your budget-based forecast. See your full-year trajectory — YTD Actual Net, Year Forecast Net, and Variance vs Budget in one view.
● LiveSet a variance threshold with a simple slider (5%–50%) and Acct4Cast flags every account that’s off. Unfavorable and Favorable categories shown separately — each card displays the exact budget, actual, and variance percentage.
● LiveName a scenario, edit any forecast cell, and watch the Live Forecast Impact panel update in real time — including your Rate of Climb status. Save multiple scenarios. What if you hire? What if revenue dips 15%? Know before you commit.
● LiveAsk questions in plain language. Model scenarios conversationally. Intelligent what-if analysis built directly into the Sandbox — no spreadsheet required.
◎ Coming SoonNo manual data entry. No spreadsheets to maintain. Connect QuickBooks once and your dashboard goes live.
ⓘ Works with QuickBooks Simple Start, Essentials, Plus & Advanced. Acct4Cast provides the budgeting layer that Simple Start and Essentials don’t include natively — no QuickBooks upgrade required.
Authorize Acct4Cast with a secure, read-only connection to your QuickBooks Online account. Your books are never modified — only read.
Works on all QuickBooks Online plansAcct4Cast pulls your full chart of accounts and historical actuals directly from QuickBooks — no manual data entry, no CSV uploads required.
Your QuickBooks GL becomes the foundationAcct4Cast generates a budget template from your actual account structure. Fill in your monthly targets and your dashboard, forecast, alerts, and reports all go live instantly.
No QuickBooks budgeting plan requiredQuickBooks is great at recording transactions. Acct4Cast is great at turning those transactions into intelligence. Together, they give small business owners a complete financial picture — without the accountant’s hourly rate.
Get Started Free →Acct4Cast is launching soon. Join the waitlist today and get 60 days free when we go live — no credit card, no commitment. Just your numbers, finally working for you.
Takes 30 seconds. No credit card needed.
One flat monthly rate. No per-seat fees. No setup costs. No surprises.
Full access to every feature for 14 days. No credit card required to get started.
Everything in the trial, every month. Automated reports, live alerts, full forecasting — all included.
Cancel anytime · No long-term contracts