30-day free trial — no credit card required

Revenue in. Costs under control.

Forecast revenue, manage costs, and track cashflow — so you can make confident decisions, all in one place.

One platform, every business model

Perfect forConsulting firmsAgenciesLaw firmsAccounting practicesIT services

Core Platform

Everything you need to run the numbers

Revenue, costs, and cashflow — one platform for the full picture.

Sales Forecasting

Three forecasting engines in one platform. Pick the method that fits — or combine them.

Time series & regression
Pipeline-weighted projections
Bottom-up capacity planning
Version history & accuracy tracking

Pipeline Management

Track every deal from first touch to signed contract with auto-calibrated probabilities.

Stage-based probabilities
Auto-calibrated win rates
Activity & note tracking
Drag-and-drop pipeline

Margins & Profitability

See exactly where your money goes — on every deal, product, and engagement.

Margin waterfall charts
Cost-of-goods tracking
Product & consultant margins
Target margin alerts

Budgets & Cashflow

Forecast expenses alongside revenue so you never get caught short.

Category-level budgets
Real-time variance tracking
Cashflow forecasting
Department-level spending

Plus 6 More Modules

Deep capabilities across your entire operation

Recurring Revenue

MRR/ARR tracking, churn analysis, cohort retention, expansion monitoring

Purchase Orders

PO creation, receipt recording, supplier invoice matching, budget impact

Inventory & Supply Chain

Stock levels, reorder alerts, bill of materials, low stock notifications

Supplier Management

Lead times, on-time delivery rates, payment terms, performance scoring

Team & Utilization

Utilization tracking, resource allocation, capacity planning, profitability

Reports & Dashboards

Business-mode dashboards, customer health, RFM segmentation, variance reports

Built for the way you do business

Whether you sell services, software, products, or all three — VisionCash adapts to your model.

Built for consulting firms, agencies, and service businesses

Track consultant utilization, forecast project revenue, and manage the pipeline of work that keeps your team busy.

  • Forecast revenue by consultant and project
  • Track utilization rates and capacity across your team
  • Margin analysis on every engagement
  • Pipeline management from proposal to signed SOW
  • Budget tracking by client and department
Try it free

Get Started

From signup to first forecast

No complex setup. No consultants needed. Most teams are up and running in an afternoon.

Step 1

Import your data

Upload your products, pipeline, and team via CSV — or enter them manually. Most teams are set up within an afternoon.

Step 2

Get your first forecast

VisionCash auto-calibrates stage probabilities, calculates margins, and generates your first revenue forecast.

Step 3

Make confident decisions

See revenue, costs, and cashflow in one view. Compare scenarios, track budgets, and plan ahead with real numbers.

Early Feedback

What teams are saying

We went from spreadsheet chaos to a single source of truth for revenue and costs. The forecasting alone paid for itself in the first month.

Sarah C.
VP of Sales · B2B Software

Finally, a tool that handles both our product sales and consulting revenue. The margin waterfalls are a game-changer for pricing decisions.

James O.
COO · Professional Services

The budgets and cashflow module saved us from a cash crunch we didn't see coming. Now we forecast expenses as carefully as revenue.

Maria T.
Finance Director · Manufacturing

Enterprise-grade security, built in

Multi-tenant data isolation, role-based access, CSRF protection, and rate limiting — so your data stays yours.

Company-scoped isolation Role-based access CSRF & rate limiting Encrypted sessions

Ready to see your numbers clearly?

Forecast revenue, control costs, and plan cashflow — whether you sell services, software, products, or all three.

Free for 30 days. No credit card required.