Stop guessing. Start planning.
Note.now connects your real financial data to powerful planning tools. Set budgets, forecast cash, model scenarios, and always know where your business is heading.
Planning tools that use your real numbers
Unlike standalone tools, Note.now planning is powered by your live accounting data. No imports, no manual updates.
Budget vs actuals
Set your monthly budget targets and compare them against your real numbers as you go. Spot variances instantly.
Cash flow forecasting
13-week rolling cash flow forecast based on your confirmed invoices, bills, and recurring transactions.
Scenario planning
Model optimistic and pessimistic scenarios side by side. Make contingency plans before you need them.
Revenue forecasting
Project your revenue forward based on historical trends, pipeline, and committed contracts.
Cash shortfall alerts
Note.now flags upcoming cash shortfalls automatically so you can act before they become a crisis.
Actionable insights
When spending runs over budget, Note.now surfaces the insight and suggests where to look.
Know your cash position for the next 13 weeks
Most businesses that fail don't fail because they're unprofitable - they fail because they run out of cash. Note.now gives you a 13-week rolling cash flow forecast so you can see trouble coming and act early.
Your forecast is built from confirmed invoices, scheduled bills, and recurring transactions - so it reflects reality, not wishful thinking.
- 13-week rolling cash flow forecast
- Shortfall alerts with time to act
- Scenario modelling - optimistic and pessimistic
- One shared view for you and your accountant
- Integrates with your actual bank balance in real time
13-week cash forecast
Weeks 4-5: cash drops below $30k threshold - flagged for review.
Plan ahead with confidence
Free 7-day trial. No credit card. Your real numbers power your plan from day one.
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