Forecast
PaidAI-powered project and resource management platform that automates scheduling, estimates timelines, and provides real-time project health insights.
What does this tool do?
Forecast is a Professional Services Automation (PSA) platform that consolidates project management, resource planning, and financial operations into a single interface. It's specifically built for service-based organizations (agencies, consulting firms, software development shops) that need to track billable hours, allocate resources across multiple projects, and maintain visibility into project profitability. The platform uses AI to assist with time tracking, estimate timeline accuracy, and provide margin analysis. Key differentiators include its integration with financial systems (Sage Intacct), capacity planning tools, and utilization reporting that shows company-wide resource efficiency. Unlike generic project managers, Forecast treats financial outcomes and resource constraints as first-class concerns rather than afterthoughts.
AI analysis from Feb 23, 2026
Key Features
- Gantt charts and timeline visualization for project scheduling with drag-and-drop resource allocation
- Utilization reporting showing company-wide resource capacity, allocation percentages, and availability forecasting
- Revenue recognition tracking tied to project milestones for accurate financial reporting and margin analysis
- AI-assisted time tracking that learns patterns and improves accuracy over manual entry
- Rate cards for customizable billing rates across different resource types, projects, or customer contracts
- Project baselines for establishing consistency in estimation and tracking variance against planned scope
- Resource allocation with both soft and hard constraints to prevent over-allocation while maintaining flexibility
- Custom notifications and project alerts for real-time visibility into risks and deadline approaches
Use Cases
- 1Consulting firms managing multiple client projects need to allocate consultants across engagements while ensuring billable utilization rates and tracking revenue recognition
- 2Digital agencies planning sprint capacity and resource workloads to prevent overallocation while maintaining project timelines and profitability margins
- 3Software development teams using Jira for task tracking while needing integrated resource allocation, capacity planning, and timeline forecasting at the portfolio level
- 4MSPs (Managed Service Providers) balancing reactive support work with project delivery, tracking utilization across different service lines and customer contracts
- 5Finance teams in service organizations requiring real-time visibility into project health, cost tracking, and revenue recognition tied to project completion milestones
- 6Operations managers optimizing resource utilization across teams, identifying bottlenecks, and making data-driven decisions about headcount and workload distribution
- 7Executive leadership making strategic decisions on pricing, resource capacity, and profitability based on integrated project and financial data
Pros & Cons
Advantages
- True integration with financial systems (Sage Intacct) and CRM platforms (HubSpot, Jira) creates an end-to-end workflow without manual data entry between disconnected tools
- Specialized for Professional Services with built-in revenue recognition, rate cards, and margin tracking rather than treating these as add-ons to a generic project tool
- Strong utilization and capacity planning features address the specific pain point of resource managers — understanding who is allocated to what and forecasting future capacity needs
- AI-assisted time tracking reduces manual burden while improving data accuracy for billing and project cost tracking
- Multiple G2 recognition badges (High Performer, Leader, Easiest Admin, Highest User Adoption) suggest strong actual user satisfaction and ease of implementation
Limitations
- Pricing details are completely hidden behind a demo request wall, making it difficult to assess cost-effectiveness for smaller organizations or evaluate against competitors
- Appears to target mid-market and enterprise service organizations; positioning and feature depth suggest it may be overkill or prohibitively expensive for freelancers or small teams under 20 people
- Heavy emphasis on PSA and financial features may include overhead for organizations that primarily need basic project scheduling and don't require revenue recognition or margin analysis
- No mention of mobile app or offline capabilities, which could be limiting for field-based project teams or distributed organizations needing access on the go
- While integrations exist with major tools, the website doesn't detail API capabilities or custom integration depth, potentially limiting flexibility for organizations with custom workflows
Pricing Details
Pricing details not publicly available. The website directs all pricing inquiries to a 'Book a Demo' or 'Schedule a Demo' flow, suggesting this is an enterprise/mid-market tool with custom pricing based on organization size and feature requirements.
Who is this for?
Mid-market to enterprise professional services organizations including consulting firms, digital marketing agencies, software development shops, IT services providers, and MSPs. Best suited for operations managers, project managers, finance teams, and executives who need integrated visibility across resource allocation, project profitability, and utilization metrics. Organizations with 50+ employees and multiple concurrent projects will see the most value.