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FAQ

Common questions.

Everything you need to know about Foresight before getting started.

Getting Started

What accounting software does Foresight support?

Foresight currently integrates with QuickBooks Online. Xero and Wave integrations are in development and coming soon for all subscribers.

If you use a different accounting platform, let us know — we're actively expanding our integrations based on user demand.

How long does setup take?

Most users are fully set up in under 5 minutes. Create your account, click "Connect QuickBooks," authorize the connection, and Foresight automatically pulls your last 12 months of financial data. Your dashboard populates immediately — no manual data entry required.

Do I need any financial or technical knowledge to use Foresight?

No. Foresight is built specifically for business owners, not finance professionals. If you can read a bank statement, you can use Foresight. Every metric is explained in plain language, and the Ask Foresight AI can answer any question you have about your numbers.

Data & Security

Is my financial data safe?

Yes. Foresight connects to QuickBooks using a read-only OAuth connection — we can view your data but cannot modify, delete, or write anything to your books. All data is encrypted in transit and at rest.

Your financial data is never sold to third parties, never used to train AI models, and is only used to power your Foresight dashboard.

Can Foresight make changes to my QuickBooks?

No. Foresight is strictly read-only. We pull your financial data to display and analyze it, but we cannot create, edit, or delete any transactions, accounts, or records in QuickBooks.

What data does Foresight pull from QuickBooks?

Foresight pulls your Profit & Loss, Balance Sheet, and Cash Flow Statement data — the same reports you'd generate inside QuickBooks, but organized and analyzed automatically. We do not access individual transaction details, customer information, employee payroll details, or any data outside of standard financial reports.

Can I disconnect QuickBooks at any time?

Yes, absolutely. You can disconnect your QuickBooks connection from your Account Settings at any time. You can also revoke access directly from your QuickBooks account under Connected Apps.

Features

What is Ask Foresight?

Ask Foresight is an AI-powered financial advisor built directly into the platform. You can ask it any question about your business finances in plain English — "why did my expenses increase last month?", "what's my cash runway?", "how do I improve my profit margin?" — and it responds with answers grounded in your actual financial data, not generic advice.

It's like having a CFO available 24/7, at a fraction of the cost.

How does the forecasting work?

You input growth rate assumptions for each revenue and expense account, and Foresight projects your P&L, Balance Sheet, and Cash Flow statement forward by as many months as you choose. You can save multiple named forecasts, apply one-time adjustments, and compare scenarios side by side.

For seasonal businesses, you can also base projections on the prior year's same month rather than the prior month.

What is the Scenario Planner?

The Scenario Planner lets you model "what if" situations — what if revenue drops 20%? What if you add a new expense? What if you lose your biggest client? — and see the projected financial impact on your P&L and cash position before you make a decision.

Can I export my reports?

Yes. Every page in Foresight — financial statements, forecasts, variance analysis, cash intelligence, hiring planner, and scenario planner — supports export to PDF and Excel. You can share reports with your accountant, business partner, or lender with one click.

Billing & Plans

What's the difference between Monthly and Annual plans?

Both plans include every Foresight feature. The Annual plan is billed once per year at $499/month ($5,988 total), saving you $1,200 compared to monthly billing at $599/month. Annual subscribers also receive priority support, a dedicated onboarding session, and early access to new features as they launch.

Can I get a refund on the Annual plan?

Annual plans are billed upfront and are non-refundable. We recommend starting with the Monthly plan if you'd like to try Foresight before committing to an annual subscription. Beta users get 3 months free before any billing begins.

What does the beta program include?

Beta users get full access to Foresight free for 3 months. After the beta period, beta users convert to a special lifetime rate of $399/month — our lowest rate ever, locked in permanently. In exchange, we ask for one brief feedback call per month to help shape the product.

How many users can be on one account?

Currently Foresight is a single-user platform. Multi-user and team access is on the roadmap. If this is important to your business, let us know — it helps us prioritize.

Still have questions?

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