Financial forecast software that shows where the business is heading—not just what happened.
- Use real records
- Add assumptions
- See the months ahead
- Compare with actual
- Spot quiet weeks
- Watch the costs
- Review the pipeline
- Adjust the plan
- Simple reporting
- Clean exports
- No spreadsheet
- Decide earlier
Is this you?
If you only ever look backwards, this financial projection software is for you.
Searching for business budgeting software free of spreadsheets? Alive24 is financial planning and budgeting software in one system—financial planning budgeting software where assumptions are always yours.
You cannot see past two weeks
The diary shows the fortnight and nothing beyond it, so quiet periods arrive as surprises.
Your reports arrive far too late
Figures assembled after the quarter has already happened cannot change any decision you made.
You want to test a decision first
Raise a price, take a month off, add help—you want to see the effect before committing to it.
Projections + Reporting walkthrough
See financial forecast software build a projection from your own records and assumptions.
Watch financial projection software turn your pipeline, income and costs into a three-month view—business financial planning software that stays connected to the work.
- Leads recorded
- Pipeline value
- Quotes waiting
- Expected sales
- Scheduled income
- Recorded expenses
- Budget figures
- Assumptions entered
- Projection shown
- Actual results
- Variance visible
- Decision adjusted
Prefer to speak to someone? Book a Live Walkthrough
Are you currently doing this?
Finding out afterwards is the most expensive way to run a business.
The decisions that matter need a view of what is coming, not a report about what already went.
No view forward
- Nothing visible past two weeks
- Quiet periods arrive unexpectedly
- Cash pinch points unnoticed
Reports come too late
- Figures assembled after the fact
- Nothing left to change
- Numbers rebuilt by hand
Decisions untested
- Price changes made blind
- Time off never modelled
- Help hired on hope
The tools are heavy
- Forecast spreadsheets nobody updates
- Reporting subscriptions
- Charts nobody reads
You can stop reacting late. Your own records and assumptions can show the months ahead beside what actually happened.
Introducing
Projections + Reporting inside Alive24.
Financial forecast software built from your own records and assumptions: leads, pipeline, scheduled income and expenses shown as a projection you can compare with actual results.
Prefer to speak to someone? Book a Live Walkthrough
Leads
Pipeline
Sales
Income
Expenses
Forecast
Next decision
Leads
Recorded enquiries in the pipeline.
Pipeline
Quotes and proposals waiting.
Assumptions
Figures you enter and control.
Income
Expected and scheduled money in.
Costs
Recorded and budgeted spending.
Projection
A readable view of coming months.
Gaps
Quiet weeks made visible.
Actuals
What really happened.
Reporting
Plain summaries and exports.
Questions
Ask what next month looks like.
- Use real records
- Add assumptions
- See the months ahead
- Compare with actual
- Spot quiet weeks
- Watch the costs
- Review the pipeline
- Adjust the plan
- Simple reporting
- Clean exports
- No spreadsheet
- Decide earlier
How it works
From your own records to a decision you can make earlier.
Five clear steps. Click through to see how a projection stays honest and useful.
You voice-note one thing…
“Here's the receipt from this morning — log it against the job.”
One voice note — your numbers update themselves around it
Step 1 · Connect
Connect current business information
The projection starts from records you already create as you work.
- Leads recorded
- Quotes out
- Sales made
- Scheduled work
- Recorded expenses
- Budget figures
Then the projection, the recorded results and the budget all agree—because they use the same records.
Solved, in one place
Meet forward-looking numbers built from records you already keep.
A simple projection you control, using your leads, sales, costs and budgets—with every assumption clearly your own.
One owner
One connected set of numbers
Voice note → Leads updated
Expected sales
The sales you expect, based on assumptions you enter.
Scheduled income
Work already booked and invoices already due.
Expected costs
Recorded expenses and budgeted running costs.
Your assumptions
Conversion, volume and timing figures you choose and can change.
Simple projection
A readable view of the months ahead, not a financial model.
Projection versus actual
Compare what you expected with what actually happened.
Quiet periods
Gaps in booked work become visible while you can still fill them.
Plain reporting
Income, costs, sales and activity summarised in normal language.
Clean exports
Reports and records your accountant can work from.
Prefer to speak to someone? Book a Live Walkthrough
Built for real businesses
Forecasting for your kind of income.
Seasonal, recurring or project based.
Massage therapist
Personal trainer
Beauty and skin therapist
Yoga and pilates teacher
Naturopath and nutritionist
Counsellor and psychologist
Physio and chiropractor
Health coach
Massage therapist
Personal trainer
Beauty and skin therapist
Yoga and pilates teacher
Naturopath and nutritionist
Counsellor and psychologist
Physio and chiropractor
Health coach
Electrician
Plumber
Builder and carpenter
Landscaper and gardener
Painter and decorator
Cleaner and home services
Handyman
Property and rental operator
Electrician
Plumber
Builder and carpenter
Landscaper and gardener
Painter and decorator
Cleaner and home services
Handyman
Property and rental operator
Website designer
Social media manager
Business coach
Business consultant
Marketing consultant
PR consultant
Bookkeeper
Accountant
Virtual assistant
Copywriter
Brand and graphic designer
Photographer and videographer
Course creator and tutor
Maker and product seller
Mobile and local operator
Website designer
Social media manager
Business coach
Business consultant
Marketing consultant
PR consultant
Bookkeeper
Accountant
Virtual assistant
Copywriter
Brand and graphic designer
Photographer and videographer
Course creator and tutor
Maker and product seller
Mobile and local operator
Trades
Seasonal demand patterns, quoted work in play and materials cost trends.
Wellness practitioners
Booked sessions, package balances and predictable quiet school-holiday weeks.
Coaches
Program cohorts, payment plans and renewal timing.
Consultants
Milestone billing, retainer base and gaps between projects.
Makers
Order book, deposits taken and production capacity.
Small agencies
Retainer income stability and project revenue on top.
Say it out loud
Ask what the months ahead look like in normal language.
Speak the question or the assumption, then review the figures before you rely on them.
“Stage two is complete. Upload these photos, update the client and remind me to send the second invoice tomorrow.”
- What does next month look like?
- Show the next three months
- Assume ten sales a month
- Assume a slow August
- What if costs rise?
- What if I take four weeks off?
- Show projection against actual
- Where did we miss?
- Show income by month
- Show costs by category
- Which weeks are quiet?
- Export the last quarter
What that normally means
- Building a forecast spreadsheet
- Guessing next month
- Assembling figures by hand
- Reacting after the quarter
- Paying for reporting tools
- Deciding on mood
Alive24 builds the view from your records and the assumptions you enter. Projections are not predictions or guarantees—you review every figure and decide.
Time, money and energy saved
Stop finding out about the quiet month while you are living it.
A simple forward view, built from records you already keep, replaces the forecast spreadsheet nobody updates.
What quietly drains the month
- Forecasting subscriptions
- Reporting tools
- Modelling spreadsheets
- Manual quarter-end assembly
- Decisions made blind
- Quiet weeks discovered late
- Price changes untested
- Charts nobody reads
Hours of assembly, and the cost of every decision made too late
Inside Alive24
- Projection from real records
- Assumptions you control
- Months ahead visible
- Quiet periods flagged
- Projection versus actual
- Plain reporting
- Clean exports
- Earlier decisions
One connected forward view
Time and clarity returned
- No forecast spreadsheet
- No reporting subscription
- Quiet weeks filled earlier
- Price changes tested first
- Costs watched forward
- Time off planned properly
- Assumptions corrected
- Calmer planning
Alive24 is not a bank, payment processor, accountant, bookkeeper or tax, financial or investment adviser, and it is not enterprise accounting software. Budgets, records, inventory, projections and reports reflect the information and assumptions you enter. Keep your accountant for tax, compliance and advice.
See full pricingBefore and after
From reacting after the quarter to deciding before the month.
The same business—the difference is whether you can see what is coming or only what already happened.
Before
- Nothing visible past two weeks
- Reports assembled late
- Quiet periods a surprise
- Price changes made blind
- Forecast spreadsheet stale
- Cash timing unknown
- Decisions made afterwards
After
- Months ahead visible
- Reporting built from records
- Quiet periods flagged
- Changes tested first
- Assumptions updated easily
- Cash timing clearer
- Decisions made earlier
Real examples
Perfect for owners who want to decide earlier, not report later.
The same simple projection works for seasonal trades, booked practices, project work and recurring income.
- A trades business seeing a seasonal dip early
- A wellness practice planning around school holidays
- A consultant seeing a gap between projects
- A coach planning the next programme intake
- A maker planning production around orders
- A creative business testing a price change first
- A quiet fortnight filled with a campaign
- Four weeks off planned with the numbers checked
- A price rise modelled before it is made
- Rising costs projected forward
- Actual results compared honestly
- Assumptions corrected after a slow month
- A quarter exported for the accountant
- A decision made earlier than last year
AssumptionsAlways yours
Every figure entered and labelled by you.
PipelineWhat could convert
Leads and quotes already recorded.
ProjectionThe months ahead
A readable forward view, not a model.
GapsQuiet weeks early
Visible while you can still fill them.
ActualHonest comparison
Recorded results beside the plan.
ReportingReady to share
Plain summaries and clean exports.
Swipe or scroll for more
Prefer to speak to someone? Book a Live Walkthrough
Two simple views
One view for what you expect. One for what actually happened.
Both use the same records, so the comparison is honest rather than flattering.
- Assumptions entered
- Pipeline value
- Expected sales
- Scheduled income
- Recurring income
- Budgeted costs
- Expected profit
- Quiet periods
- Cash timing
- Months ahead
See a simple view of what the coming months look like if your assumptions hold.
A practitioner enters expected bookings per week and sees the coming quarter, including a quiet school-holiday fortnight.
- Sales recorded
- Income received
- Money still owed
- Expenses recorded
- Category totals
- Profit recorded
- Month comparison
- Variance
- Where income came from
- What to change
See what actually happened and where reality differed from your assumptions.
Income landed ten percent below the projection because conversion was slower, and the assumption is adjusted rather than defended.
See a real projections + reporting exampleReal proof
The months ahead stay visible—so decisions happen earlier.
Working Alive24 examples show assumptions, pipeline, expected income, projected months and actual results side by side.
These are realistic Alive24 product examples. Every projection reflects the records and assumptions you enter, and no outcome is predicted or guaranteed.
Prefer to speak to someone? Book a Live Walkthrough
Prefer to speak to someone? Book a Live Walkthrough
What you actually receive
Forward-looking numbers, from real commitments.
Forecasting a solo business can trust, because it is built from work already in the system.
Forecast
What is actually coming.
- Income projected from quotes, bookings and recurring work
- Probability-weighted pipeline rather than wishful totals
- Cash flow forecast including bills and tax
- Quiet weeks and months flagged early
- Scenario view: what if this quote lands or does not
Report
What actually happened.
- Income, costs and profit by month
- Profit by service, package and client
- Conversion from lead to quote to sale
- Average sale value and repeat rate
- Year-on-year and month-on-month comparison
Decide
Numbers that support a decision.
- Which services to sell more of
- Which work to stop taking
- Whether you can afford a purchase or a break
- When to run a campaign to fill capacity
- When a price rise is overdue
Share
Ready for whoever needs it.
- Exportable reports for your accountant
- Clean records for tax and compliance
- Evidence for finance or lending applications
- Plain-language summaries you can act on
- No manual assembly at year end
Prefer to speak to someone? Book a Live Walkthrough
A simple, readable view
See what is coming, what happened and where they differ.
Enough forward view to make a decision early—without a financial modelling course.
“Next three months · steady income, one quiet fortnight, costs holding”
Pipeline, expected sales, scheduled income and budgeted costs shown beside actual results.
- 01
Assumptions are always yours
Every conversion, volume and timing figure is entered and labelled as your own.
- 02
Projections are not promises
They show what your assumptions imply, not what will happen.
- 03
Actuals keep it honest
Recorded results sit beside the projection so assumptions get corrected.
- Assumptions
- Pipeline value
- Expected sales
- Scheduled income
- Recurring income
- Budgeted costs
- Expected profit
- Quiet weeks
- Recorded sales
- Income received
- Money owed
- Recorded costs
- Variance
- Month comparison
- Export
Alive24 is informed by more than 20 years of hands-on small-business experience—including knowing that a small business owner needs clear numbers they can read in five minutes, not an accounting course.
Prefer to speak to someone? Book a Live Walkthrough
A forward view instead of a late report.
From reacting after the quarter to deciding before the month.
Pipeline, expected sales, scheduled income, costs and your own assumptions stay in one simple projection beside actual results.
From records and assumptions to earlier decisions
See how your own records become a projection you can compare with what happens.
- 01
Budgets and assumptions
Your budget figures and chosen assumptions provide the starting point.
Inputs entered
- 02
Leads and pipeline
Recorded enquiries and quotes waiting show what could convert.
Pipeline read
- 03
Expected sales
Your own conversion and volume assumptions turn pipeline into expected sales.
Expectation set
- 04
Scheduled income
Booked work and invoices due show income already committed.
Committed income
- 05
Expenses and capacity
Recorded costs and available working time shape what is realistic.
Reality applied
- 06
Projection
A simple view of the coming months appears, clearly based on your assumptions.
Projection shown
- 07
Actual results
Recorded sales, income and costs sit beside what you expected.
Compared
- 08
Adjusted decisions
Assumptions, pricing, marketing and time off are adjusted with time to spare.
Decision made
- No forecasting subscription
- No modelling spreadsheet
- No late quarter assembly
- No predictions or guarantees
Prefer to speak to someone? Book a Live Walkthrough
Connected, not bundled
Every projection connects to the leads, sales, costs and budgets behind it.
Projections + Reporting sits inside Money + Control, using your own records and assumptions to show the months ahead beside actual results.
- 1Business DashboardOne clear view of the whole business.
- 2BudgetsWhat your life and business actually cost.
- 3Expenses + ReceiptsEvery receipt recorded and connected.
- 4InventorySimple product and material records.
- Budgets supply planned income and costs
- Expenses + Receipts supply recorded spend
- CRM + Pipeline supplies leads and quotes
- Invoices + Payments supply income and money owed
- Bookings + Calendar supply scheduled work
- Business Dashboard shows today's position
- Inventory adds material and product cost
- Client Management Area shows delivery commitments
- Exports prepare information for your accountant
- Projections + Reporting is part of Alive24. Every projection is based on records and assumptions you enter, is not a prediction, guarantee or financial advice, and is not accounting software. Solo supports one owner plus two helpers.
Protect your decisions
See the quiet month early enough to do something about it.
A simple forward view turns late reactions into earlier, calmer decisions.
Take the 2-minute forecast check
Free, no commitment, with a practical summary of the assumptions worth setting first.
Start with SolomonPrefer to speak to someone? Book a Live Walkthrough
Explore the connected system
See how projections + reporting connects across the rest of your business.
Projections + Reporting stays inside Money + Control while the leads, sales, client work and payments behind the numbers stay connected.
You
One voice note. One change.
Voice note → Website updated
Prefer to speak to someone? Book a Live Walkthrough
Questions
Projections + Reporting—the questions small business owners actually ask.
Still unsure? The full demo answers most of it in a few minutes, without a sales call.
Ready to see projections + reporting working inside one connected system?
Financial forecast software built from your own records and assumptions: leads, pipeline, scheduled income and expenses shown as a projection you can compare with actual results.
Book a Live Walkthrough
See projections + reporting used the way a small business owner actually uses it.
Book a Live WalkthroughSee How Money + Control Works
Explore how budgets, expenses, records, dashboards and projections connect.
See How Money + Control WorksGet Alive24
Own the complete connected system, including Projections + Reporting and every Solo money tool.
Get Alive24