Key business indicators dashboard - spot risks in seconds

The dashboard gives you a quick and easy overview of your financial performance. Laid out simply and cleanly you can spot risks before they become an issue.

You can customise your dashboard and stay focused only on the indicators that matter most to you. 

ACCOUNTANT - Stay on top of your clients' finances and be on hand to provide trusted advice.

SME OWNER - Understand immediately what position your business is in and know when to make changes.


Monthly, weekly & daily cashflow forecasts

Colour coded graphs and drill down capability help you understand in an instant what your short and longer term cashflow position is.

  • Identify risks and address them quickly
  • Clean, straightforward layout
  • Table view lets you drill down on figures for complete clarity on the basis of cashflow calculations


Save time producing robust financial forecasts

Produce fully integrated  profit and loss, balance sheet and cashflow forecasts easily.  No more battling with spreadsheets!

  • Customisable to meet the needs of your industry or sector
  • Handles all main UK VAT codes
  • Forecast PAYE & VAT  payment 


ACCOUNTANT - Identify potential issues well before they become problems. Using the forecasts you've created, ensure you act proactively rather than reactively.

SME OWNER - Never miss important details again, GearShift calculates everything for you, so you don't need to remember when those VAT payments on the horizon.


Powerful 'What If' modelling feature -  make informed decisions 

GearShift's powerful 'What If'  tool helps you to see the impact of changes on your business . If customers are taking longer to pay, costs are increasing or you want to expand - the what if tool will help you see the impact.

  • Aid decision making in line with your objectives
  • See the cashflow impact of changing business conditions… instantly
  • Add and edit multiple business scenarios  

ACCOUNTANT - Augment your status as trusted advisor to the one with all the answers - guide your clients to business growth with this tool.

SME OWNER - Understand your situation and make the changes which you'll find to be critical to business survival and growth.


Track performance with actuals data

Create financial forecasts in minutes, import historical data from your accounting system – forecasting and tracking has never been this easy.

  • Import data from your Kashflow or Xero accounting system
  • Compare actual performance against forecast – multiple forecasts supported
  • Mix actual and forecast data to provide management account reports and robust projections for the year 

ACCOUNTANT - Save huge amounts of time by forecasting and importing actuals into GearShift - no more complicated Excel formulas!

SME OWNER - Understand your data better with forecast and actual data side by side helping you track progress against plan, contributing to more realistic projections.


Reporting and analysis 

Produce a wide range of reports on the up to date financial position of your business. GearShift also produces professional reports to meet the needs of banks, investors and other potential funders.

ACCOUNTANT - Produce management reports at the touch of a button for your clients, and use them to help your client obtain finance from lenders.

SME OWNER - Keep up to date with your financial situation and use the data from the reports to cut time spent on lending applications.



Work online with your team and advisers. Gearshift is cloud based so you can share data and collaborate with your team and your investors in real time. No need for different spreadsheet versions being passed around.

ACCOUNTANT - keep in contact with your clients and work with them from anywhere to help them grow their business.

SME OWNER - communicate with all key stakeholders without passing versions of spreadsheets around - everyone can collaborate in the cloud.