Everything you need to know about Foresight before getting started.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
We're happy to help. Send us a message and we'll get back to you within one business day.
Email Us →