Collaboration
Invite
View and collaborate
Share periodic reports
Invite with ease
With just a few clicks, you can easily invite an entrepreneur, accountant, or investor within your portal—for a shared view or to create their own portal.
Whatever the purpose of the invitation—whether it’s connecting source data, taking ownership of a task, or collaborating on the budget—everything works simply and efficiently, ensuring smooth collaboration.
View and collaborate: share data and answers
Everyone works with the same, up-to-date figures. That’s the foundation. Whether you collaborate within the portal, via a shared view, or through a linked portal—with Quest Forecast, this happens in real time and without noise. You immediately see others’ input, can process feedback, create or follow up on tasks, and easily share a new version. Questionnaires help you collect input. This makes collaboration not only more efficient, but also more relevant and valuable.
Share periodic reports or clear export files
Whether you report once, monthly, quarterly, or annually—Quest Forecast ensures that reports in your own brand style are automatically delivered to the right person. From interim figures and budgets to automatic liquidity forecasts, everything is presented clearly and professionally.
Easily create your own reports and infographics, or choose from a library of sample templates. Our AI applications make reporting faster and smarter—with automatic summaries, trend analyses, and alerts for risks and points of attention.
“After inviting each other, we can get started with just a few clicks: we now all work from the same, up-to-date figures. The accountant handles the control work, while the bookkeeper and the entrepreneur report. Quest Forecast puts everyone in the right role—sharing, reporting, and collaborating exactly as it should be. This is not only efficient but also gives the confidence needed to steer better.”
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