Rolls forward each close
Actuals replace forecast as each month closes, and the horizon moves forward a month.
Platform / Rolling forecast
AIchieve for Rolling forecast
Reforecast · Rolling 12 months · Drivers
A forecast that moves every time the actuals do
Each month's actuals roll the forecast forward, drivers are re-run across every account, and the ones drifting from plan are flagged before the next review. The forecast is always twelve months ahead, never a quarter out of date.
Connects to your ERP and the forecast you run today. Live in hours.
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Rolling Forecast · Next 12 Months
Dashboards + AI Overview
Scenario: Rolling ForecastEntity: AllHorizon: Oct FY26 → Sep FY27Actuals: To Sep+
▲ £18K vs last month
£2.73M
Revenue, next 12 months
▲ 0.1 pts
18.2%
EBITDA margin, next 12 months
4 drifting
180
Accounts tracking to plan
Capital projects funded
£1.13M
Cash in 12 months
Rolling 12 Month View
£K · September actuals in, forecast rolled forward one month · compared with last month's view
| Line | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 | Q3 FY27 | Total | vs last month |
|---|---|---|---|---|---|---|---|
| P&L Revenue | 651 | 658 | 680 | 690 | 700 | 2,728 | +18 |
| P&L Gross margin | 250 | 253 | 264 | 268 | 273 | 1,058 | +7 |
| P&L Operating costs | 132 | 135 | 140 | 142 | 144 | 561 | +1 |
| P&L EBITDA | 118 | 118 | 124 | 126 | 129 | 497 | +6 |
| P&L EBITDA margin | 18.1% | 17.9% | 18.2% | 18.3% | 18.4% | 18.2% | +0.1 |
| CF Closing cash | 1,840 | 1,720 | 1,530 | 1,330 | 1,130 | 1,130 | +12 |
AI Overview
PlannerSeptember actuals are in and the forecast has rolled forward a month. Revenue for the next 12 months is £18K higher than last month's view, mostly UK. Four accounts need an owner's view.
Review driftingCompare months
- Rolled forward from September actuals
- Drivers re-run across 184 accounts
- 4 accounts need an owner update
What is included
Everything a living forecast needs
One forecast that stays current on its own, with people asked for judgement only where it is needed.
Driver-based reforecast
Revenue, cost and headcount drivers re-run across every account, not adjusted by hand.
Drift detection
Accounts moving away from plan are flagged while there is still time to act.
Owner updates
Account and department owners give their view where the drivers need judgement.
Forecast accuracy
Every forecast version kept, so accuracy and bias can be measured by entity and horizon.
Cash forecast
The P&L forecast drives the balance sheet and cash flow, month by month.
See it in AIchieve
From the latest actuals to the next twelve months
Drift
Catch the accounts drifting from plan
Every account is projected from its own actuals and drivers. When one moves away from plan for more than a month, it is flagged with the size of the gap, so the reforecast conversation starts with the lines that matter.
- Every account projected from actuals
- Drift flagged with its size and trend
- Owners asked only where judgement is needed
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Rolling Forecast
Dashboards + AI Overview
Scenario: Rolling ForecastEntity: AllYear: FY2026 → FY2027Account: All+
9 actual · 3 projected
£2.51M
Revenue forecast FY
▲ £20K vs plan
18.4%
EBITDA margin forecast
180 tracking
184
Accounts projected
Flagged early
4
Accounts drifting from plan
Forecast by Account
£K · actuals to September, projected from actuals for the rest · 4 accounts drifting
| Account | FY plan | Jan–Sep | Oct | Nov | FY forecast | vs plan | % | |
|---|---|---|---|---|---|---|---|---|
| 4000 Revenue | 2,490 | 1,852 | 214 | 218 | 2,510 | +20 | +0.8% | On track |
| 5100 Cost of sales | 1,512 | 1,138 | 131 | 133 | 1,546 | +34 | +2.2% | On track |
| 5200 Freight | 214 | 181 | 23 | 24 | 252 | +38 | +17.8% | Drifting |
| 6100 Payroll | 1,204 | 902 | 99 | 99 | 1,198 | −6 | −0.5% | On track |
| 6300 Marketing spend | 842 | 698 | 78 | 79 | 934 | +92 | +10.9% | Drifting |
| 6500 Travel | 64 | 53 | 6 | 6 | 71 | +7 | +10.9% | Drifting |
| EBITDA | 458 | 341 | 37 | 38 | 449 | −9 | −2.0% |
AI Overview
PlannerFour accounts are drifting from plan. Marketing spend has tracked 11% above plan for three months.
Reforecast nowReview drivers
- 184 accounts projected from actuals
- 180 tracking to plan
- Reforecast ready to run
Accuracy
Know how far to trust the forecast
Each forecast version is kept, so you can see how accurate it was three, six or twelve months ahead, by entity and by line. Bias shows up early, and so does the part of the business that is hardest to call.
- Accuracy by entity, line and horizon
- Bias tracked over time
- Every past version kept
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Forecast Accuracy
Dashboards + AI Overview
Scenario: Actual vs ForecastEntity: AllPeriod: Jan → Sep FY26Lag: 3 months+
3 months ahead
97.9%
Forecast accuracy, revenue
Last 9 months
2.1%
Average absolute error
Slight under-forecast
−0.7%
Forecast bias
Least accurate
KSA
Deal timing
Revenue: Actual vs Forecast
£K · group · forecast made three months ahead · labels where the error passed 2.3%
JanFebMarAprMayJunJulAugSep
Accuracy by Entity
Revenue · 3 months ahead · Jan to Sep
| Entity | Accuracy | Bias |
|---|---|---|
| UK Ltd | 98.6% | −0.3% |
| KSA LLC | 97.2% | −1.4% |
| Benelux BV | 97.2% | +0.4% |
| Ireland Ltd | 98.1% | −0.2% |
| Group | 97.9% | −0.7% |
AI Overview
AnalystRevenue forecasts made three months out have been within 2.1% of actuals on average. KSA is the least accurate, and its misses come from deal timing rather than volume.
Adjust KSA timingView all versions
- Every forecast version kept
- Accuracy measured by entity and lag
- KSA deal timing
Agents
Three agents keeping the forecast current
They roll it forward, watch for drift and keep the model in step with the ledger, so the forecast is ready whenever someone asks.
Planner
Runs the reforecast
Planner · 06:10
September actuals loaded and the forecast rolled to September FY27. Four accounts need an owner update before Friday's review.
- Rolls the forecast forward. Each close, without a rebuild.
- Re-runs the drivers. Across every account and entity.
- Asks for judgement. Only where an owner needs to give a view.
Analyst
Watches the drift
Analyst · 06:12
Marketing spend has tracked 11% above plan for three months. At this rate it lands £92K over for the year.
- Flags drifting accounts. Before they become a variance.
- Finds the cause. Volume, price, timing or cost.
- Measures accuracy. By entity, line and horizon.
Modeler
Keeps the model current
Modeler · 06:01
Two new GL accounts appeared in September. Mapped to Travel and Software, confirm or change.
- Maps new accounts. As they appear in the ledger.
- Updates the structure. New entities and cost centres added without a rebuild.
- Keeps history. Every version stored for comparison.
One connected cycle
Part of one finance cycle, on one model
Every capability works on the same model and the same live data, so the budget, forecast, close and board pack never need reconciling with each other.
Questions
What finance teams ask about rolling forecasts
Anything not covered here, we would rather answer on your own numbers.
Ready when you are
Bring the forecast you ran last month.
Your own model and your own actuals. See it roll forward, the accounts drifting from plan and how accurate your last forecasts were, before the next review.
✓ Your drivers, kept
✓ Your data, not a sample dataset
✓ Cash included