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What is Taxanista Xero?

We take care of all your financial and administrative responsibilities, enabling you to focus on the vital task of growing your business. By leveraging Xero and various cloud technologies, we deliver our clients a real-time, clear perspective on their operations. You have the freedom to review your financial documents anytime and from anywhere, which relieves you from the stress of software costs. Our platform provides automatic daily bank feeds and guarantees that you are prepared for IRS audits with secure and easily retrievable receipt storage. Should an audit arise, you will be fully prepared to validate your expenses. Are you tired of confusing financial statements that are difficult to interpret? We provide both traditional reports and intuitive visual formats, helping you better understand your financial standing. With our assistance, not only do you save precious time, but you also gain critical insights into the financial health of your business, empowering you to make informed decisions moving forward.

What is Forecast 5?

We recognize the effort you put into preparing budgets using spreadsheets, which often leads to calculation errors and inconsistencies. This is where Forecast 5 steps in as the modern solution for crafting financial statements, allowing you to reclaim your time and focus on what truly counts. Discover how Forecast 5 boosts your confidence in your financial data by watching our concise pre-recorded demo. From managing inventory and payroll to consolidations and reporting, we simplify every aspect of the budgeting process, making it significantly more manageable. This specialized software is engineered to guarantee the accuracy of your figures, setting it apart in terms of performance. With just a click, you can easily generate tailored and professional report packs that are ready for printing. Forecast 5 includes vital financial reports such as Profit and Loss, Balance Sheet, Cashflow, and Funds Flow, allowing you to produce these and other reports swiftly and effectively. Furthermore, you can merge individual departmental budgets into a unified company budget, execute intercompany eliminations, and create comprehensive financial reports with ease, further enhancing your overall financial management capabilities. By utilizing Forecast 5, you can eliminate the stress of manual calculations and embrace a more streamlined approach to your work. Ultimately, this tool empowers you to manage your finances with greater precision and efficiency than ever before.

Media

Media

Integrations Supported

Microsoft Excel
Xero

Integrations Supported

Microsoft Excel
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$9.00/month
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Taxanista

Date Founded

2009

Company Location

United States

Company Website

taxanista.com/xero/

Company Facts

Organization Name

Forecast 5

Date Founded

2013

Company Location

New Zealand

Company Website

forecast5.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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