Decision · Cash & profit

Your bank says yes. Your profit says no.

Your data syncs in and gets projected forward. One switch above the table decides whether you're reading when the money moves — or when it was earned.

1 model

two views

1 click

cash ↔ profit

Day by day

in both views

Cash flow forecast

Jul 26Aug 26Sep 26Oct 26Nov 26Dec 26Jan 27
Revenue
Revenue
Service revenue
€14,800€14,800
€15,600€15,600
€16,900€16,900
€17,600€0
€18,400€0
€19,100€0
€19,800€0
4400 · Project fees€10,656€11,232€12,168€12,672€13,248€13,752€14,256
4410 · Retainers€4,144€4,368€4,732€4,928€5,152€5,348€5,544
Product sales
€2,350€2,350
€2,100€2,100
€2,600€2,600
€2,450€0
€2,550€0
€2,600€0
€2,700€0
Total revenue€17,150€17,700€19,500€20,050€20,950€21,700€22,500
Operating expenses
Operating expenses
Rent
−€1,450−€1,450
−€1,450−€1,450
−€1,450−€1,450
−€1,450€0
−€1,450€0
−€1,450€0
−€1,450€0
Payroll
−€9,800−€9,800
−€9,800−€9,800
−€9,800−€9,800
−€9,800€0
−€9,800€0
−€9,800€0
−€9,800€0
6000 · Salaries−€8,200−€8,200−€8,200−€8,200−€8,200−€8,200−€8,200
6010 · Employer contributions−€1,600−€1,600−€1,600−€1,600−€1,600−€1,600−€1,600
Subscriptions & software
−€640−€640
−€640−€640
−€640−€640
−€640€0
−€640€0
−€640€0
−€640€0
Total operating expenses−€11,890−€11,890−€11,890−€11,890−€11,890−€11,890−€11,890
Change in cash€5,260€5,810€7,610€8,160€9,060€9,810€10,610
Cumulative cash€47,260€53,070€60,680€68,840€77,900€87,710€98,320
Cash viewProfit view

Status quo

Cash and profit live in two different places today

The accounts say the month was good. The bank balance says otherwise. Both are right — they just date the same amounts differently. But they sit in two files, from two sources, with two versions of the truth, and nobody converts one into the other.

Today

  • Accounts here, bank balance there
  • Numbers copied across by hand
  • Backwards-looking, month by month
  • “Profit or liquidity?”

With Foreqast

  • One model, two views onto it
  • Data syncs in on its own
  • Projected forward, day by day
  • One switch, both answers

How it works

Sync it, project it, switch it

Four steps: the data arrives on its own, gets carried forward, and the same forecast reads either as cash or as profit.

1

Sync your data

Accounting, shop, payment providers and ad platforms connect once and then sync daily by themselves. Booked actuals arrive already assigned to an account; anything without an integration comes in by CSV with a saved mapping.

Connected systems

All synced

DATEV

Accounting · bookings with account assignment

Daily

Shopify

Shop · orders, refunds, purchase costs

Daily

Stripe

Payments · payouts and fees

Daily

HubSpot

CRM · deals and pipeline

Hourly
CSV import with saved mapping — for everything else
2

Project it forward

History becomes the forecast: Foreqast carries every line forward from its drivers and marks exactly where the booked numbers stop and the model starts. Change a driver and the projection moves with it.

Projected from your own history

Booked
Projected
Jul 26Aug 26Sep 26Oct 26Nov 26Dec 26Jan 27
Revenue
Revenue
Service revenue
€14,800€14,800
€15,600€15,600
€16,900€16,900
€17,600€0
€18,400€0
€19,100€0
€19,800€0
4400 · Project fees€10,656€11,232€12,168€12,672€13,248€13,752€14,256
4410 · Retainers€4,144€4,368€4,732€4,928€5,152€5,348€5,544
Product sales
€2,350€2,350
€2,100€2,100
€2,600€2,600
€2,450€0
€2,550€0
€2,600€0
€2,700€0
Total revenue€17,150€17,700€19,500€20,050€20,950€21,700€22,500
3

Every amount carries two dates

Each position in the model has one amount and two dates: the day the economic event happens, and the day the money actually moves. A shop order is sold today and paid out in a fortnight; a yearly premium is paid in January and used up over twelve months.

One amount, two dates

Cash viewProfit view
Shop order€4,820
12 Mar · sold
26 Mar · payout
Purchase order−€11,400
Spread over the units it covers
4 Mar deposit · 2 May balance
Yearly insurance−€2,640
€220 / month, for twelve months
18 Jan, in full

The switch decides which of the two dates the forecast uses. The drivers, the amounts and the booked actuals stay exactly the same.

4

Toggle between cash and profit

The switch above the table picks which of those two dates counts. Cash view: payment terms, payout schedules, deposits and due dates all apply — the liquidity view, with a running cash balance. Profit view: revenue on the order day, cost of goods matched to it, salaries and contracts accrued across the period they cover. Same drivers, same amounts, different dates.

Profit forecast

Jul 26Aug 26Sep 26Oct 26Nov 26Dec 26Jan 27
Revenue
Revenue
Service revenue
€14,800€14,800
€15,600€15,600
€16,900€16,900
€17,600€0
€18,400€0
€19,100€0
€19,800€0
4400 · Project fees€10,656€11,232€12,168€12,672€13,248€13,752€14,256
4410 · Retainers€4,144€4,368€4,732€4,928€5,152€5,348€5,544
Product sales
€2,350€2,350
€2,100€2,100
€2,600€2,600
€2,450€0
€2,550€0
€2,600€0
€2,700€0
Total revenue€17,150€17,700€19,500€20,050€20,950€21,700€22,500
Operating expenses
Operating expenses
Rent
−€1,450−€1,450
−€1,450−€1,450
−€1,450−€1,450
−€1,450€0
−€1,450€0
−€1,450€0
−€1,450€0
Payroll
−€9,800−€9,800
−€9,800−€9,800
−€9,800−€9,800
−€9,800€0
−€9,800€0
−€9,800€0
−€9,800€0
6000 · Salaries−€8,200−€8,200−€8,200−€8,200−€8,200−€8,200−€8,200
6010 · Employer contributions−€1,600−€1,600−€1,600−€1,600−€1,600−€1,600−€1,600
Subscriptions & software
−€640−€640
−€640−€640
−€640−€640
−€640€0
−€640€0
−€640€0
−€640€0
Total operating expenses−€11,890−€11,890−€11,890−€11,890−€11,890−€11,890−€11,890
Cash viewProfit view

What you get

Both questions answered from one model

“Will the money last?” and “are we actually earning?” are two questions. You answer them in one click, off the same forecast.

1 model

two views

1 click

cash ↔ profit

Day by day

in both views

Cash flow forecast

Jul 26Aug 26Sep 26Oct 26Nov 26Dec 26Jan 27
Revenue
Revenue
Service revenue
€14,800€14,800
€15,600€15,600
€16,900€16,900
€17,600€0
€18,400€0
€19,100€0
€19,800€0
4400 · Project fees€10,656€11,232€12,168€12,672€13,248€13,752€14,256
4410 · Retainers€4,144€4,368€4,732€4,928€5,152€5,348€5,544
Product sales
€2,350€2,350
€2,100€2,100
€2,600€2,600
€2,450€0
€2,550€0
€2,600€0
€2,700€0
Total revenue€17,150€17,700€19,500€20,050€20,950€21,700€22,500
Operating expenses
Operating expenses
Rent
−€1,450−€1,450
−€1,450−€1,450
−€1,450−€1,450
−€1,450€0
−€1,450€0
−€1,450€0
−€1,450€0
Payroll
−€9,800−€9,800
−€9,800−€9,800
−€9,800−€9,800
−€9,800€0
−€9,800€0
−€9,800€0
−€9,800€0
6000 · Salaries−€8,200−€8,200−€8,200−€8,200−€8,200−€8,200−€8,200
6010 · Employer contributions−€1,600−€1,600−€1,600−€1,600−€1,600−€1,600−€1,600
Subscriptions & software
−€640−€640
−€640−€640
−€640−€640
−€640€0
−€640€0
−€640€0
−€640€0
Total operating expenses−€11,890−€11,890−€11,890−€11,890−€11,890−€11,890−€11,890
Change in cash€5,260€5,810€7,610€8,160€9,060€9,810€10,610
Cumulative cash€47,260€53,070€60,680€68,840€77,900€87,710€98,320
Cash viewProfit view

What you need

Your accounting — the rest sharpens it

Accounting supplies the booked base for both views. The shop and your payment providers supply the dates that make cash and profit differ in the first place.

See all integrations

Required

DATEV

Optional — sharpens the cash view

Shopify
Stripe

Related decisions

Keep exploring

Further reading

The thinking behind it, explained

“The month looked good in the accounts and tight in the bank. Now I see both side by side — and understand why.”

Founder, online shop

FAQ

Cash and profit, answered

What's the difference between the two views?

The cash view dates every amount to the day the money moves — payment terms, payout schedules and deposit instalments all apply. The profit view dates it to the day the value is earned or consumed. Payment delays are meaningless there and never applied.

Are these two separate forecasts?

No. It's one model with the same drivers and the same amounts. The switch only changes which of the two dates an amount lands on — and therefore the shape of the curve.

Do my actuals change with it?

No. Booked actuals are identical in both views — the ledger records what was booked. Only the forecast half of the horizon gets re-dated.

Which view is the default?

The cash view. For most small businesses liquidity is the more pressing question. Your choice is remembered until you change it.

Can I edit cells in both views?

Yes. An edit made in the profit view belongs to the P&L and one made in the cash view belongs to the cash flow, so a change you make in one view doesn't re-date itself into the other.

See both views of your numbers

Connect your accounting, watch the forecast build itself, and switch between cash and profit. Free to start.

See it on your own data

14 days free · no card required