Stop being profitable but broke.
Your next 12 months, in plain English.
A guided cashflow forecasting tool — your 'Take Control' tool, built around the Follow The CashTM method — for solopreneurs and small business owners who are tired of making money but still feeling broke. Answer a few simple questions, get a full 12-month cash map, and let AI insights coach you along as the year unfolds.
Think of it as your calm strategic partner. A mini financial coach in your pocket for every growth phase of your business.
From foggy uncertainty
to full 12 months
mapped out.
All in under an hour.
You don't need to become a finance person. You don't need a spreadsheet, an accountant, or a pile of receipts. You just need someone to ask you the right questions — and turn your answers into a clear plan you can actually use.
That's exactly what this tool does. It walks you through your offers, your costs, your goals, and your rhythm — and hands you back a 12-month forecast that finally makes sense. Then it stays with you, month by month, so you can lead your business with quiet confidence instead of bank-balance anxiety.
Answer a few easy questions
About your offers, clients, costs, and cash. No perfect numbers needed — rough estimates are absolutely fine. The wizard nudges you when you're unsure.
Watch your forecast build itself
We translate your answers into a calm 12-month plan you can read at a glance. No spreadsheet. No jargon. Just your cash story, on one screen — with AI-generated insights that explain what your numbers actually mean.
Set your goals & plan ahead
Use it for goal-setting too — revenue targets, launches, marketing campaigns, or big decisions like "Can I hire my first VA?" or "Can I set up a studio space?". Get an AI-generated action plan for every goal — a tickable checklist you can nudge along week by week. Achieving your business dreams — one tick at a time.
Always 12 months ahead
Each month, drop in your actuals. This is where the real power of forecasting comes alive: fresh AI insights on every variance, so you learn what's working, what's leaking, and what to do next. Almost like a mini financial coach in your pocket — helping you lead your business, not chase it. Build monthly rhythms, resilience and a sustainable business that supports your life.
You're holding it together.
Quietly wishing the money side was clearer.
Your income is irregular — some months are bright, others are quiet.
You've made money, but you're not sure which offer is actually paying you.
Spreadsheets feel heavy. You want something lighter.
You want to pay yourself properly — not from whatever's left.
You know cashflow forecasting matters, but you don't know where to start.
You want to stop checking your bank balance for reassurance.
You're tired of being Profitable But Broke.
This isn't bookkeeping. It isn't accounting. It's Part 3 of the Follow The CashTM method — a calm, private space to see your cash story and learn what it's really telling you.
10 steps to your forecast, 10 days to fall in love with it.
Try forecastly for FREE for 10 days. We ask for your card upfront so nothing breaks when you decide to keep going — but you can cancel during the trial period at any point and won't be charged. Guaranteed.
Ten steps. Ten days. See your first 12-month forecast and variance insight before your first bill lands. Cancel anytime inside the trial and pay nothing.
- Guided 10-step onboarding wizard
- Full 12-month rolling forecast
- Monthly actuals with side-by-side variance
- AI insights on your forecast, actual variance, and every goal you set — especially the big decision ones
- Goal tracker with tickable AI-generated action plans
- Cancel anytime — trial or paid (monthly)
Why do we ask for a card?
We use Stripe to hold a $0 authorisation on your card, then only charge you on Day 11 if you're still using forecastly. Cancel anytime within the first 10 days from your Accounts page inside forecastly and you won't be charged. Guaranteed.
Same 10-day trial, same features, but you get two months on us. Perfect if you're ready and committed to work with your numbers for a whole year.
- Everything in the Monthly plan
- Save £38 (an equivalent of 2 months on us)
- One card charge instead of twelve individual ones
- Cancel anytime — trial or paid (annually)
Why do we ask for a card?
We use Stripe to hold a $0 authorisation on your card, then only charge you on Day 11 if you're still using forecastly. Cancel anytime within the first 10 days from your Accounts page inside forecastly and you won't be charged. Guaranteed.
Hi, I'm Magdalena.
Meet forecastly: I've built this tool for small businesses who know their numbers matter, but feel locked out of the spreadsheet world or simply don't know where to start. This is your way in.
Profit & Cashflow Strategist, qualified tax accountant & bookkeeper, and founder of ProfitMIND — helping small business owners find clarity in their numbers through the Follow The CashTM method.
When I first started out in business as a seasonal wedding photographer over 13 years ago, I was Profitable But Broke. Making money on paper, but unable to sleep because the cash wasn't there. Or looking at my tax bill and thinking, "where has all that money gone?!" Cashflow forecasting was the ONE thing that truly moved the needle and helped me breathe again. Helping me predict my cash better, knowing what's happening and what's coming up, always staying one step ahead.
I wish I had a tool like this, but I had to rely on the good ol' spreadsheet. The principle is the same though. By becoming proactive instead of reactive, I was able to see patterns, understand seasonalities, and get a good feeling for the rhythm of my business.
That's how powerful cashflow forecasting truly is. And my dream has always been to bring this to YOU — so that you and your business can thrive. Stop being Profitable But Broke. Follow The CashTM.
Learn more about ProfitMINDYour next 12 months
start today.
One small price. Big clarity. An easy tool that grows with you and your business dreams.