White‑Label Faculty — Forecasting
Build forward-looking cashflow plans and scenarios under your firm's brand.
Help Clients See What Happens Next.
Model cash position, runway and decisions with clear assumptions clients can understand.
12-month forecast
Closing cash
£74.8k
Runway
8.2 mo
Scenario
Base
Projected cash position
+12.8%FORECAST LIVE
clients.yourfirm.co.uk
Forecasting turns historic accounts into proactive conversations about choices, timing and resilience.
Move the client conversation from what happened to what should happen next.
Compare base, upside and downside outcomes without rebuilding spreadsheets.
Spot future cash gaps and pressure points while there is still time to act.
Map inflows, outflows and closing cash across the forecast period.
Adjust revenue, cost, timing and growth assumptions in seconds.
Model hiring, pricing, investment and expansion decisions.
Show how long current cash lasts and when intervention may be needed.
Present assumptions, charts and actions in a client-ready report.
See which clients face upcoming gaps across your whole book.
Test the effect of changing key assumptions without altering the baseline plan.
Extend the planning horizon as new actuals become available.
Place multiple outcomes side by side for faster client decisions.
Record the rationale behind each key forecast input.
Choose the licence that fits your client book. Every tier is fully branded — your tier sets client capacity, adviser seats and included add-ons.
£99 /month
Enquire to activate
Entry-level branding for advisers testing white-label delivery.
£149 /month
or £1,490 per year
For solo bookkeepers and small practices going branded.
£399 /month
or £3,990 per year
For growing advisory firms managing a real client book.
£899 /month
or £8,990 per year
For multi-office firms and CFO practices at scale.
Client caps shown here are indicative. Your live cap and adviser seats follow the licence active on your account.
Extend your platform as your practice grows. Add-ons unlock automatically at the tier shown.
Cashflow and scenario forecasting under your firm's brand.
Included from WL Professional
Business valuation models and advisory-ready valuation reports.
Included from WL Enterprise
Extended KPI library with benchmarks and traffic-light scoring.
Included from WL Professional
Document requests, messaging and per-client permissions.
Included from WL Professional
Your logo, colours and cover pages across every exported report.
Included from WL Basic
Ready-made review packs for monthly, quarterly and year-end work.
Included from WL Professional
Separate branded tenants for each office, region or sub-brand.
Included from WL Enterprise
Named support contact with accelerated response times.
Included from WL Professional
On a lower tier? Add-ons unlock the moment your licence is upgraded.
Compare WL tiers →The faculty supports practical short and medium-term planning, including rolling twelve-month views.
Yes. Base, upside and downside scenarios can be compared using consistent assumptions.
Yes. You control which assumptions and scenarios are published to each client workspace.
Eight modular faculties, one branded platform. Add the faculties your firm sells and leave the rest switched off.
Branded accounting delivery for advisory firms.
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One branded command centre for every client.
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Advisory-ready report packs.
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Valuation models and reports.
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Benchmarked KPI tracking.
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Your domain, your client login.
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Sector-specific advisory tools.
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Branded cashflow forecasting, built for better advisory conversations.