Fractional CFOs
Refresh forecasts across client engagements without rebuilding each model.
Request a DemoMonthly forecasting, without the monthly rebuild
Refresh your operating forecast in minutes after every monthly close.
ForecastBridge gives finance teams a structured, repeatable monthly process that preserves prior work, carries assumptions forward, and generates a fully editable, CFO-ready Excel workbook.
Built for fractional CFOs, controllers, and finance consultants
Who ForecastBridge is for
Built for the people responsible for keeping the forecast current
Finance Consultants
Deliver a consistent, reviewable forecasting process for every client.
Controllers
Connect the monthly close directly to an updated operating forecast.
Accountants
Turn summarized GL actuals into a structured, decision-ready forecast.
Business Owners
Gain professional cash visibility without implementing enterprise FP&A software.
Why it exists
Every monthly close creates the same challenge: refresh the operating forecast without rebuilding it.
ForecastBridge is the practical middle ground between rebuilding spreadsheets by hand and implementing a full enterprise FP&A platform.
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Forecasts quickly become outdated.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
Start with actuals. Follow a structured monthly workflow. Generate a consistent operating forecast.
ForecastBridge preserves prior work and standardizes the monthly forecasting process so each update focuses on the decisions that need attention.
Upload GL Actuals
Bring in the latest summarized general ledger results.
Review Account Mappings
Confirm that financial accounts flow to the right forecast categories.
Review Suggested Assumptions
Use historical results as the starting point for forward expectations.
Update Forecast Drivers
Change only the monthly assumptions that should move.
Add Known Cash Events
Include financing, capital expenditures, taxes, or other one-time items.
Generate Forecast
Create a refreshed view of revenue, cash, and runway.
Download Excel Workbook
Deliver a transparent, CFO-ready model for review and presentation.
Why ForecastBridge
A practical forecasting workflow for finance professionals
Faster Monthly Updates
Carry prior planning forward, then focus on what changed after the close.
Clearer Cash Visibility
See ending cash, minimum cash, runway, and known cash events in one forecast.
Fully Editable Excel Workbook
Review transparent formulas, edit assumptions, and share a workbook finance professionals understand.
A Consistent Monthly Process
Follow the same structured operating-forecast workflow after every close.
Easy Scenario Planning
Test alternative assumptions without changing the approved base forecast.
Less Manual Spreadsheet Work
Reduce repetitive spreadsheet work and the opportunity for copy, formula, and version-control errors.
Inside ForecastBridge
A guided process from close to forecast
See the monthly workflow in the application, then open the finished Excel workbook for a closer look.
Forecast dashboard
Review executive cash, runway, status, and known cash events at a glance.
Monthly forecast drivers
Update only the assumptions that changed while prior inputs carry forward.
Known cash events
Plan one-time collections, investments, taxes, and other known cash items.
CFO-ready Excel workbook
Open the workbook preview and switch among Output, Cash, Overview, and Forecast Drivers without leaving the page.
Product overview
See the full monthly update in a few minutes
Watch the complete monthly workflow—from updated GL actuals through the final CFO-ready Excel workbook.
For 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 LinkedInEarly Access
Help shape the next stage of ForecastBridge
We're working with a limited group of finance professionals to continue shaping ForecastBridge. If you're a CFO, Controller, Accountant, Finance Consultant, or Business Owner interested in influencing future features, we'd love to hear from you.
Frequently asked questions
A straightforward forecasting tool, built for practical use
Who is ForecastBridge for?+
ForecastBridge is built for fractional CFOs, finance consultants, controllers, accountants, and business owners who update operating forecasts after each monthly close.
Does ForecastBridge replace Excel?+
No. ForecastBridge speeds up the monthly process and produces a transparent, fully editable Excel workbook for review, analysis, and presentation.
Does it replace a full FP&A platform?+
No. It provides a practical middle ground for organizations that need disciplined operating and cash forecasting without a lengthy enterprise implementation.
Can consultants use it for multiple clients?+
Yes. Consultants can use the same repeatable workflow across multiple clients while keeping each company's data, mappings, assumptions, and forecasts separate.
How long does a monthly update take?+
Once account mappings and assumptions are established, a typical monthly update can be completed in minutes. Timing varies with the complexity and number of changes.
How long does implementation take?+
Most users can begin generating forecasts after their initial account mappings and assumptions are configured. Monthly updates then take only minutes.
See ForecastBridge in action
Make the monthly forecast update the easiest part of your close
Request a demo to see how ForecastBridge turns your latest GL actuals into a repeatable operating forecast and CFO-ready workbook.
Questions? demo@forecastbridge.app