YOUR ADVISORY TOOLKIT

Castaway gives you the power to help your clients grow their businesses

YOUR ADVISORY TOOLKIT

Castaway gives you the power to help your clients grow their businesses

YOUR ADVISORY TOOLKIT

Castaway gives you the power to help your clients grow their businesses

Here’s how Castaway can help your customers & your firm thrive

Help your clients grow their business

As a business advisor, you know that understanding your clients’ businesses is crucial to helping them achieve their financial goals.

Castaway provides you with the tools you need to gain valuable insights into their financial performance and identify opportunities for growth.

With customisable storyboards and dynamic dashboards, our software makes it easy to present your clients’ financial data and deliver a comprehensive financial strategy that aligns with their goals.

Help your clients grow their business

As a financial advisor, you know that understanding your clients’ businesses is crucial to helping them achieve their financial goals.

Castaway provides you with the tools you need to gain valuable insights into their financial performance and identify opportunities for growth.

With customisable storyboards and dynamic dashboards, our software makes it easy to present your clients’ financial data and deliver a comprehensive financial strategy that aligns with their goals.

Collaboration in real time

Collaboration is key to the success of any financial project, and Castaway on the cloud makes it easier than ever before.

With Castaway, financial advisors and clients can collaborate on projects at any time. This means that you can work together in real-time, no matter where you are in the world. 

Collaboration in real time

Collaboration is key to the success of any financial project, and Castaway on the cloud makes it easier than ever before.

With Castaway, financial advisors and clients can collaborate on projects at any time. This means that you can work together in real-time, no matter where you are in the world. 

Numbers you can trust

As an accountant, you need financial forecasting software that you can rely on to provide accurate numbers and deep insights into your clients’ financial health.

With Castaway, you can trust that you’re getting the most comprehensive, reliable financial forecasting software on the market.

Our software uses powerful calculations to generate accurate, reliable forecasts, and our reports provide in-depth analyses of key financial metrics, so you can identify trends, pinpoint areas of weakness, and develop strategies for success.

Numbers you can trust

As an accountant, you need financial forecasting software that you can rely on to provide accurate numbers and deep insights into your clients’ financial health.

With Castaway, you can trust that you’re getting the most comprehensive, reliable financial forecasting software on the market.

Our software uses powerful calculations to generate accurate, reliable forecasts, and our reports provide in-depth analyses of key financial metrics, so you can identify trends, pinpoint areas of weakness, and develop strategies for success.

Easily report to stakeholders with Storyboard templates

With Castaway, financial reporting has never been easier. Our software provides a range of crafted storyboards that can be generated at the click of a button, making it simple and efficient to create professional, informative reports for any financial scenario.

We’ve also included a wide range of report and dashboard options plus storyboard templates, so you can create reports that meet your specific needs.

Integrate, inform, impress

Castaway is designed to make building a robust forecast easy, so you can spend more time growing your Client’s business. With our user-friendly interface and intuitive drag-and-drop Chart of Accounts, you can create accurate forecasts and reports in minutes.

Our software integrates seamlessly with your favourite accounting software, so you can import your data quickly and easily. Plus, with preset storyboard templates you can customise your to tell the story of your clients business.

Integrate, inform, impress

Castaway is designed to make building a robust forecast easy, so you can spend more time growing your Client’s business. With our user-friendly interface and intuitive drag-and-drop Chart of Accounts, you can create accurate forecasts and reports in minutes.

Our software integrates seamlessly with your favourite accounting software, so you can import your data quickly and easily. Plus, with preset storyboard templates you can customise your to tell the story of your clients business.

Stunning reports for any situation

With Castaway, financial reporting has never been easier. Our software provides a range of crafted storyboards that can be generated at the click of a button, making it simple and efficient to create professional, informative reports for any financial scenario.

We’ve also included a wide range of report options and storyboard templates, so you can create reports that meet your specific needs and tell your clients’ financial story in a way that’s easy to understand.

Stunning reports for any situation

With Castaway, financial reporting has never been easier. Our software provides a range of crafted storyboards that can be generated at the click of a button, making it simple and efficient to create professional, informative reports for any financial scenario.

We’ve also included a wide range of report options and storyboard templates, so you can create reports that meet your specific needs and tell your clients’ financial story in a way that’s easy to understand.

Castaway gives you the tools to help your business grow

3-Way Financials

Integrated Profit & Loss, Balance Sheet & Cashflow reports, enabling you to forecast your future cash position and financial health. Castaway ensures accounting integrity and numbers you can trust. Every time.

Flexible Chart of Accounts

Design the chart of accounts that best suits your purpose, add departments and subtotals. Customise the structure and layout. Have the preferences reflect in your Castaway management reports.

Line by line assumptions

Assumptions drive the outcome of your forecasting process. Set specific calculation methods, cashflow timing, tax rates and more for every line, so forecast results are as close to reality as possible.

Dynamic Modelling

Activity drivers and non-financial data such as KPIs, are an easy
way of introducing non-financial
data into a Castaway forecast, and can be used for advanced modelling tasks. Transform static budgets into dynamic business models.

Management Reporting

Castaway provides prebuilt and customisable Dashboards, Reports and Storyboards. To support the management reports, we offer a full suite of financial reports such as P&L, Balance Sheet, Cashflow, Funds Flow and Variance reports.

Complex Transactions & Scenarios

Customise business transactions with Inbuilt options for debtor finance, absorption costing, working capital, asset financing, loans, accruals & prepayments, plus many more. Model multiple scenarios to support business decision-making.

Actuals and Variance Analysis

Import or enter actuals data for one, or multiple, months. Investigate the reasons behind planned and actual behaviour. Measure business performance across P&L, BS, Cashflow, Funds Flow and Driver reports.

Custom Formulas and KPIs

Adding custom formulae to any element allows you to provide more context as you design your model. Tell the story of a business your way by adding formulae to any of Castaway’s financial reports, or graphing them on a dashboard.

Get ready to unlock your possibilities now!

Replace your broken, complex or time-consuming spreadsheets with simple files supported by powerful calculations.

Gain insight and foresight into your client’s cashflow. Dynamic reports tell a business story to investors and stakeholders.

Test the resilience of your client’s business strategy by modelling different assumptions and analysing multiple what-if scenarios.

Get ready to unlock your possibilities now!

Replace your broken, complex or time-consuming spreadsheets with simple files supported by powerful calculations.

Gain insight and foresight into your client’s cashflow. Dynamic reports tell a business story to investors and stakeholders.

Test the resilience of your client’s business strategy by modelling different assumptions and analysing multiple what-if scenarios.

We’re here for your success

We deeply understand the importance of providing exceptional service and support to our community. That’s why we have a dedicated and professional Customer Success team always ready to support you and ensure you have an excellent experience.

In addition, our online help centre provides access to valuable resources to help you learn more about Castaway and the process of managing your business performance cycle.

Technical Support

Castaway provides comprehensive technical support. Visit our help centre and browse our FAQs or lodge a support ticket for any technical issues.  

Help Centre

We’re here for your success

We deeply understand the importance of providing exceptional service and support to our community. That’s why we have a dedicated and professional Customer Success team always ready to support you and ensure you have an excellent experience.

In addition, our online help centre provides access to valuable resources to help you learn more about Castaway and the process of managing your business performance cycle.

Technical Support

Castaway provides comprehensive technical support. Visit our help centre and browse our FAQs or lodge a support ticket for any technical issues.  

Help Centre