Forecast

Forecast is a professional services automation (PSA) platform that uses predictive AI to help firms plan resourcing, schedule projects, and forecast finances. It is designed for consulting, accounting, engineering, architecture, and agency teams that need to manage capacity, fixed-fee projects, and ongoing retainers in one place. Following its 2025 acquisition by Accelo, Forecast now operates under the Accelo brand while retaining its predictive intelligence layer. The platform integrates with tools like HubSpot, Salesforce, Jira, QuickBooks, and Xero to keep project, financial, and client data connected.

Best for: Operations and project leads at 20–500-person professional services firms (consulting, accounting, engineering, agencies)

• Forecasting capacity gaps before they affect delivery schedules
• Running fixed-fee projects and retainer agreements side by side
• Identifying where projects or clients are losing money
• Automating project scheduling and resource assignments
• Generating project status updates and financial forecasts

• Predictive AI for resourcing, capacity, and financial forecasting
• Project scheduling and automation
• Management of fixed-fee projects and ongoing retainers in one workspace
• Project financials, margin tracking, and revenue leak detection
• Business intelligence and reporting dashboards
• Automated status update generation
• Integrations with HubSpot, Salesforce, Jira, QuickBooks Online, Xero, Sage Intacct, BambooHR, HiBob, Google Workspace, and Microsoft 365

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