Connect your QuickBooks. Get a rolling 24 or 48-month three-statement forecast that updates automatically every month — with an AI assistant built in.
Schedule a Discovery Call →Your financial data never leaves your server. Ever.
Professional-grade financial tools built for small business. No data harvesting. No enterprise complexity.
A rolling financial forecast connected directly to your QuickBooks Online. Full three-statement model — Income Statement, Balance Sheet, and Cash Flow — that updates automatically when you close a month.
Accounts receivable automation connected to your accounting system. Track aging, send reminders, and collect faster — without chasing spreadsheets.
We built the tool we always wanted but could never find.
The Forevercaster runs on a DigitalOcean server — either yours or ours. Either way, your financial data never touches TheCFObox infrastructure. We have no access to it, no copy of it, and no interest in it. This is by conviction, not just policy.
Automatic updates are pushed to your instance the moment we ship improvements. No IT headaches, no version management, no manual upgrades. Your forecast gets better every month.
Every new client gets a Chart of Accounts review before going live. A misconfigured CoA produces a broken forecast. We make sure it's right before you build on it.
One subscription per QBO company. No seat fees, no usage charges, no data harvesting.
Contact us to begin — CoA review required before provisioning
Contact us to begin — CoA review required before provisioning
Annual plans are billed upfront. No refunds on cancellation — access continues through end of billing period. Prices are per QBO company connection.
Every new client starts with a 30-minute discovery call. We review your Chart of Accounts, confirm the tool is the right fit, and get you set up properly from day one.
Schedule a Discovery Call →Or email us at hello@thecfobox.com