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Intermediate12 min
Build a forecast you can trust
Turn your transaction history into a forward view of cash flow you can actually plan around.
Step by step
- 1
Connect at least three months of account history so ASoc has enough signal to model trends.
- 2
Group recurring inflows and outflows into categories that match how you think about money.
- 3
Set assumptions for growth, seasonality and one-off events over the next two quarters.
- 4
Review the projected runway and export the forecast to share with your team or board.
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