Collaboration
Invite
Look along and work along
Share periodic reports
Invite with ease
With a few clicks you invite a business owner, accountant or investor into your portal, for a shared view or to create their own portal.
Whatever the purpose of the invitation — connecting source data, taking on a task or working on the budget — everything works simply and effectively, ensuring smooth collaboration.
Look along and work along: share data and answers
Everyone works with the same, up-to-date numbers. That is the foundation. Whether you collaborate within the portal, via a shared view or with a connected portal — with Quest Forecast you do it in real time and without noise. You immediately see other people’s input, can process feedback, create or follow up tasks and easily share a new version. Questionnaires help you collect input. That makes collaboration not only more efficient, but also more relevant and valuable.
Share periodic reports or insightful export files
Whether you report once, monthly, quarterly or annually — Quest Forecast makes sure reports in your own house style automatically reach 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 template examples. Our AI applications make reporting faster and smarter — with automatic summaries, trend analyses and signals for risks and points of attention.
Now we invite each other in a few clicks and all work from the same, up-to-date numbers. The accountant keeps control of the source data and the business owner has the overview. Quest Forecast brings it all together across its suite — sharing, reporting and collaborating, exactly the way I want. That is not only efficient, but also gives the confidence needed to steer better.
Ready for a demo or want to get started yourself?
Try Quest Forecast for free or schedule a demo with our team.