Forecast connects to QuickBooks and your bank, then surfaces the handful of numbers that decide whether you're making money this month: cash on hand, profit by customer, what's recurring out the door, and who owes you. No more guessing on Monday morning.
Calculate yours → See what doing it yourself is costing you per year, vs. $99–149/mo.
QuickBooks holds the truth. The problem is, the truth is buried under twenty reports. Forecast pulls the four numbers an owner actually needs and shows them clean.
Not the bank balance. Cash on hand minus what you owe in the next 30 days, plus what's actually likely to land. Updated daily; readable in 10 seconds.
Top customers ranked by revenue, last-ordered date, and concentration risk (if your #1 left tomorrow, what's the dent). Plus the early-warning view: customers who used to buy steady and quietly stopped. Works on any QuickBooks setup, no class tracking required.
Want the precise margin per customer? That's a books-cleanup conversation, talk to Frank about getting your QuickBooks set up for job costing.
Every recurring charge in your business (software, subscriptions, vendor fees) surfaced and totaled. The forgotten $39/mo from 2021 that's still hitting your card.
The receivables that are aging out, sorted by customer, with one-click follow-up. Most owners can win back two months of cash just by reading this view once a week.
Your books are always a few weeks behind, so you usually find out when the account's already low. Ando reads your live bank and shows you the next 13 weeks of cash. No reconciliation, no month-end, no waiting. You see it while you can still do something about it.
Same software, two shapes. Pick whichever fits the way you actually like to buy things.
Connect QuickBooks and your bank, walk through the views, and you're running it. Cancel any time. Built for owners who'd rather drive it themselves.
Frank sets it up inside a consulting engagement: connects your accounts, configures the views to your business, trains your team. You own it; no monthly rent.
No. The software is one offering. Plenty of clients work with me on operations and AI without ever touching Forecast. They're decoupled by design.
Most aren't on day one. Forecast reads what's in QuickBooks. If the books are messy, the views surface that. For self-serve, you'll see the mess. For build & own, cleaning the books is part of the engagement.
Yes. Forecast connects to your bank through Plaid in read-only mode and to QuickBooks through Intuit OAuth. Your bank password never touches our servers. Access tokens are encrypted at rest (AES-256). The connection cannot initiate transfers or move money under any circumstances. Full details at andosystems.com/security.
QuickBooks Online is the supported integration today. If you're on Xero, FreshBooks, or Sage, talk to me first, and we'll know quickly whether the built-and-owned path fits.
That's the built-and-owned path. You pay for the setup engagement, you own the dashboard. No monthly subscription. Trade-off: it's scoped per project, not a fixed price.
Forecast shows you the four numbers that actually decide if you're making money this month, surfaced in one place, in plain English. QuickBooks shows you everything. The work is in deciding what to look at; we already did that.
The first 30-minute call is free. Five minutes in I'll tell you straight whether the subscription is enough, whether the built-and-owned path is the better answer, or whether neither is the right fit for what you're trying to solve.
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