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Wizard AI Forecasts

wizardapplication.com

From £99/mo Free plan WebiOSAndroidAPIBrowser extension
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Spec score 8.6 #1 of 26 in AI Sales Forecasting Software

What it is

Wizard AI Forecasts projects revenue and recruitment placements from a business's live pipeline, invoices and bookings. It estimates open opportunities using the chance of closing at each stage, updating pipeline totals as deals progress. Revenue projections cover three months ahead and draw on six months of history, a three-month moving average, trend analysis and weighted pipeline. Each projection has upper and lower bounds, with a wider range for more distant months. Placement forecasts also cover three months, distinguishing contract from permanent roles using pipeline stages and historical win rates. Users can set monthly, quarterly or yearly targets for revenue, placements or pipeline value, either for individuals or the company. The product is positioned for SMEs and growing businesses, including recruitment agencies, law firms, consultancies, software companies and startups. Forecasts are included in the Professional plan; the Starter plan is free indefinitely, while paid plans include a seven-day trial. Wizard Application lists real-time refresh and iOS and Android apps alongside web, API and extension access.

Spec sheet

What it does
Wizard Application combines CRM, recruitment, HR, project management, invoicing, documents, support and reporting in one workspace with Wizard AI embedded throughout.Read 15 Oct 2026 · wizardapplication.com
Purpose
Wizard AI Forecasts projects revenue and recruitment placements from a business's live pipeline, invoices and bookings.Read 4 Oct 2026 · wizardapplication.com
Trial
The Starter plan is free indefinitely without a credit card, and paid plans have a 7-day free trial with full feature access.Read 4 Oct 2026 · wizardapplication.com
Integrations
Published integrations include Xero, GitHub, Google Drive, OneDrive, SharePoint, Google Meet, Zoom, Microsoft Teams, Google Calendar, Outlook Calendar, Stripe, PayPal, Google Workspace, Microsoft Outlook and browser extensions.Read 15 Oct 2026 · wizardapplication.com
Security
The maker states data is encrypted at rest with AES-256 and in transit with TLS 1.2+, with yearly third-party penetration tests, daily backups and multi-factor authentication.Read 4 Oct 2026 · wizardapplication.com
Compliance
The company states compliance with GDPR/UK DPA, US state privacy laws, PIPEDA and Quebec Law 25, LGPD and Japan APPI.Read 15 Oct 2026 · wizardapplication.com
Support
Every plan includes in-app support with a typical response within 24 hours; Enterprise offers 24/7 phone support.Read 4 Oct 2026 · wizardapplication.com
Headquarters
Bath, United KingdomRead 28 Sep 2026 · wizardapplication.com
Founded
The company says Wizard Application was officially founded in 2025 after prototypes in 2012 and 2017 and development beginning in 2022.Read 15 Oct 2026 · wizardapplication.com
AI billing
Each plan has a monthly AI allowance; additional usage is charged from a prepaid workspace wallet or directly by a connected provider when using a customer key.Read 15 Oct 2026 · wizardapplication.com
AI content generation
The AI generates emails, job descriptions, proposals and marketing copy in a requested brand voice.Read 15 Oct 2026 · wizardapplication.com
AI data assistant
Users can ask plain-language questions about workspace data and receive reports or insights without writing queries.Read 15 Oct 2026 · wizardapplication.com
AI document drafting
Wizard AI drafts contracts, proposals, policies and letters from a brief and fills in available business details for review.Read 15 Oct 2026 · wizardapplication.com
AI help desk
Wizard AI triages incoming tickets and drafts knowledge-base-grounded replies for approval before sending.Read 15 Oct 2026 · wizardapplication.com
AI image generation
The product can generate on-brand images and illustrations from text descriptions.Read 15 Oct 2026 · wizardapplication.com
AI providers
Wizard AI supports the built-in OpenAI connection plus OpenAI-compatible providers including Anthropic, Google Gemini, Azure OpenAI, Mistral, Groq, OpenRouter and custom endpoints.Read 15 Oct 2026 · wizardapplication.com
AI workflow automation
Wizard AI can create trigger-based automations and run AI steps inside visual Blueprint workflows.Read 15 Oct 2026 · wizardapplication.com
API limits
Professional includes a 1,000-requests-per-minute limit and 100,000 requests per month; Enterprise limits are custom.Read 15 Oct 2026 · wizardapplication.com
Apple App Store availability
The iPhone/iPad app is free, 3.3 MB, English-only, and requires an account.Read 15 Oct 2026 · apps.apple.com
Certification status
Cyber Essentials is stated as certified in June 2026; ISO 27001 and SOC 2 Type II are described as in progress.Read 15 Oct 2026 · wizardapplication.com
Company headquarters
The registered address is 30 Circus Mews, Bath, United Kingdom, BA1 2PW.Read 15 Oct 2026 · wizardapplication.com
Company legal name
The site identifies the maker as Wizard Software Solutions Ltd, registered in England and Wales under company number 16878600.Read 15 Oct 2026 · wizardapplication.com
Compliance status
The security page says Wizard Application is Cyber Essentials certified and is working toward ISO 27001 certification and a SOC 2 Type II audit.Read 4 Oct 2026 · wizardapplication.com
Confidence bands
Forecast projections include high and low bounds that widen for months further in the future.Read 4 Oct 2026 · wizardapplication.com
Documentation depth
The API documentation provides curl examples, endpoint schemas, authentication instructions, HTTP status codes, pagination, sorting and resource examples.Read 15 Oct 2026 · wizardapplication.com
Feature news
The company says Court Bundles launched August 1, 2026 and AI Employee launched September 12, 2026.Read 15 Oct 2026 · wizardapplication.com
Google Play availability
The Android listing identifies Wizard Software Solutions Ltd as developer, shows 5+ downloads and was updated June 24, 2026.Read 15 Oct 2026 · play.google.com
Integration security
Integrations use OAuth 2.0 where supported, encrypted access tokens and minimum required permissions.Read 15 Oct 2026 · wizardapplication.com
Launch news
Wizard Application says it launched publicly in June 2026 after development that began in 2022.Read 15 Oct 2026 · wizardapplication.com
Licence
The published materials describe a commercial platform subscription and do not state an open-source licence.Read 15 Oct 2026 · wizardapplication.com
Limit: Capterra trial availability
Capterra lists Wizard Application as having no free trial available and no published starting price.Read 15 Oct 2026 · capterra.com
Limit: independent review coverage
Both Capterra and GetApp currently show no user reviews, so independent praise or complaint patterns are not yet established there.Read 15 Oct 2026 · getapp.com
Mobile access
The maker says Wizard Application has iOS and Android apps with push notifications and synchronization.Read 4 Oct 2026 · wizardapplication.com
Paid-plan requirement
The pricing comparison lists Forecasts as a Professional feature, and the Professional plan includes it.Read 4 Oct 2026 · wizardapplication.com
Pipeline value
Open opportunities are weighted by their stage-specific chance of closing, with totals updating as deals move.Read 4 Oct 2026 · wizardapplication.com
Placement predictions
Placement predictions cover the next three months, split between contract and permanent placements and based on pipeline stages and historical win rates.Read 4 Oct 2026 · wizardapplication.com
Public API
The REST API uses bearer API keys, exposes resources such as jobs, candidates, companies, bookings, leads and content, and documents pagination, sorting, errors and rate limits.Read 15 Oct 2026 · wizardapplication.com
Rating on Apple App Store
No rating is displayed because the app has not received enough ratings or reviews.Read 15 Oct 2026 · apps.apple.com
Rating on Capterra
0.0 out of 5 from 0 user reviews.Read 15 Oct 2026 · capterra.com
Rating on GetApp
0 out of 5 from 0 reviews; the listing shows zero ratings across its feature categories.Read 15 Oct 2026 · getapp.com
Recruitment AI
Recruitment features include CV parsing, candidate summaries, job matching, scoring and AI-generated interview questions.Read 15 Oct 2026 · wizardapplication.com
Revenue projection
Revenue forecasts project the next three months using six months of history, a three-month moving average, trend analysis and weighted open pipeline.Read 4 Oct 2026 · wizardapplication.com
Security controls
The service states that each customer receives an isolated database, with MFA, passkeys, role permissions, audit logs, daily backups and annual penetration tests.Read 15 Oct 2026 · wizardapplication.com
Security encryption
Wizard Application states AES-256 encryption at rest and TLS 1.3 in transit with AWS KMS-managed keys.Read 15 Oct 2026 · wizardapplication.com
Self-hosting
The published deployment model is AWS-hosted SaaS with customer-selectable data regions on Professional and Enterprise; no self-hosting option is stated.Read 15 Oct 2026 · wizardapplication.com
System requirements
The Apple listing requires iOS 15 or later, iPadOS 15 or later, or macOS 12 with an Apple M1 chip or later for Mac compatibility.Read 15 Oct 2026 · apps.apple.com
Targets
Users can set monthly, quarterly or yearly targets for revenue, placements or pipeline value for individuals or the company.Read 4 Oct 2026 · wizardapplication.com
Who it is for
The product is positioned for SMEs and growing businesses, including recruitment agencies, law firms, consultancies, software companies and startups.Read 4 Oct 2026 · wizardapplication.com

Plans and prices

Starter Free £0/month; first user included, £9.99/additional user/month 10 AI credits/month · 25 candidates · 10 companies · 5 jobs · 5 invoices/month · 1 GB storage · no API access Read 15 Oct 2026 · wizardapplication.com
Standard £99 a month £99/month or £990/year 100 AI credits/month · 100 candidates · 100 companies · 100 jobs · 50 invoices/month · 5 GB storage Read 15 Oct 2026 · wizardapplication.com
Professional £299 a month £299/month or £2990/year 500 AI credits/month · unlimited candidates, companies, jobs and invoices · 50 GB storage · API 1k/min and 100k/month · Forecasts, Blueprints, Forms and Project Management Read 15 Oct 2026 · wizardapplication.com
Enterprise Priced on request Custom 2,000 AI credits/month · 500 GB storage · custom API limits · SSO/SAML · custom infrastructure · 24/7 phone support · 99.99% uptime SLA Read 15 Oct 2026 · wizardapplication.com

Every Wizard AI Forecasts plan and price →

Strong points and limits

Strong points

  • Forecasts revenue and placements three months ahead.
  • Weights opportunities by stage-specific closing chances.
  • Sets targets for individuals or the company.
  • Real-time refresh; iOS and Android apps are listed.
  • Integrations include Xero, Stripe and PayPal.

Limits

  • Forecasts are a Professional plan feature.
  • Starter limits AI credits, bookings and other usage.
  • Paid plans have a seven-day trial, not indefinite free access.

Who it suits

It suits growing businesses that want revenue and placement forecasts tied to pipeline activity, particularly recruitment agencies and professional services firms. Individual and company targets support teams tracking progress at either level.

Wizard AI Forecasts in depth

Read the full write-up

Wizard AI Forecasts is a short-range planning feature for businesses tracking revenue and recruitment placements from a live pipeline. It suits growing teams that use Wizard Application and need both forecasts in one place. Its value is the combined view; the drawback is that access starts at the Professional plan.

Overview

Revenue forecasts cover the next three months, drawing on six months of history, a three-month moving average, trend analysis and open opportunities weighted by their stage-specific chance of closing. Totals update as deals move through the pipeline. High and low bounds widen for more distant months, making the greater uncertainty visible rather than presenting every projection as equally reliable.

Placement predictions also look three months ahead, separating contract and permanent placements and using pipeline stages and historical win rates. Users can set monthly, quarterly or yearly targets for revenue, placements or pipeline value, for an individual or the company. Forecasts refresh in real time and use Wizard Application as their CRM.

Key features

Revenue and placement forecasts

The combination is useful to recruitment agencies that need to plan both commercial income and placements, and to businesses whose planning involves pipeline revenue. The projections have defined inputs and show a range of outcomes, but they depend on pipeline and historical activity in Wizard Application; this is not a standalone forecasting option for teams working in another CRM.

Targets and integrations

Targets at individual and company level let managers compare expected results with goals across different periods. Listed integrations include Xero, GitHub, Google Drive, OneDrive, SharePoint, Google Meet, Zoom, Microsoft Teams, Google Calendar, Outlook Calendar, Stripe and PayPal. Wizard AI can use the maker's OpenAI connection with wallet credits or a customer's account with OpenAI, Anthropic, Google Gemini, Azure, Mistral, Groq or OpenRouter.

Security and support

The maker says data is encrypted at rest with AES-256 and in transit with TLS 1.2+, with daily backups, multi-factor authentication and yearly third-party penetration tests. Wizard Application is Cyber Essentials certified and is working toward ISO 27001 certification and a SOC 2 Type II audit. Every plan includes in-app support with a typical response within 24 hours; Enterprise adds 24/7 phone support.

Pricing

The Starter plan is free indefinitely and requires no credit card, but it does not include Forecasts. It provides 10 AI credits and 10 bookings per month, 25 candidates, 10 companies, 10 content items, one court bundle, five documents, five invoices per month, five jobs, 15 password vault entries and 1 GB of storage. The first user is included; each additional user costs $9.99/month. These caps make Starter a limited way to use the wider application, not a route to forecasting.

Standard costs £99/mo or £990/year and includes 100 AI credits per month, 30 bookings per month, 100 candidates, 100 companies, unlimited content items, five court bundles, 25 documents, 50 invoices per month, 100 jobs, 50 password vault entries and 5 GB of storage. The first user is included, with additional users at $9.99/month. It raises several caps but still omits Forecasts, so it is not the appropriate upgrade for a buyer choosing specifically for projections.

Professional costs £299/mo or £2990/year. It includes 500 AI credits, unlimited bookings, candidates, companies, content items, invoices and jobs, 10 court bundles, unlimited documents, 50 GB of storage, 100k API requests per month and Forecasts. The first user is included; each additional user costs $9.99/month. This is the entry plan for forecasting, and the meaningful trade-off is paying for a broader application tier to get the feature.

Enterprise has custom pricing and includes 2,000 AI credits, unlimited bookings, candidates, companies, content items, invoices and jobs, unlimited court bundles, documents and password vault entries, 500 GB of storage, custom API limits and user seats, SSO/SAML and 24/7 phone support. It is for organizations that need those enterprise controls and capacity rather than a published fixed-price tier. Paid plans have a 7-day free trial with full feature access.

Platforms

Wizard Application is available on Android, iOS, web, as an extension and through an API. The maker says its mobile apps synchronize and provide push notifications.

Who it's for

The product is positioned for SMEs and growing businesses, including recruitment agencies, law firms, consultancies, software companies and startups. It is most compelling for recruitment teams and other businesses already managing opportunities in Wizard Application, especially when they want revenue and placement forecasts together. Teams on Starter or Standard, or those needing forecasts from a different CRM, should look elsewhere.

Pros and cons

Pros: Revenue and contract/permanent placement projections share a three-month horizon, useful for recruitment businesses planning both income and placements.

Pros: Stage-weighted opportunities, historical inputs and widening confidence bounds give projections a clear basis and communicate changing uncertainty.

Pros: Individual and company targets support different levels of performance planning.

Cons: Forecasts require Professional, so the free Starter and £99/mo Standard plans cannot serve a buyer who needs this feature.

Cons: Forecasting uses Wizard Application as its CRM, limiting its fit for teams whose pipeline lives elsewhere.

Cons: Professional's £299/mo price is a substantial step up from Standard for teams upgrading principally to gain forecasting.

Alternatives

AI Sales Forecasting Software is a useful starting point for comparing products in that category. Website Visitor Tracking Software, Sales Analytics Software and Sales Forecasting Software offer category-level comparisons for readers with those priorities.

Choose RevenueGrid if you want a paid alternative with a free trial and broader listed platform coverage, including desktop and self-hosted options. Salesforce Sales Cloud is another freemium alternative with a free plan and free trial. Choose Goals.com if you want a paid goal-setting platform with full access to all features and annual or monthly billing.

Aviso Sales Engagement is a paid option with custom proposals and white-glove onboarding. Clari Forecast is a paid alternative with custom pricing. Gong Forecast uses per-user licences and a platform fee based on the number of users. Fullcast Revenue Intelligence is a paid web-based option with a free trial. Salesloft is a paid alternative with package details available from its sales team.

Verdict

Choose Wizard AI Forecasts if your growing business already uses Wizard Application and needs revenue and recruitment placement projections with adjustable targets. Its combined, short-range forecasts are the main reason to pick it; the Professional-only requirement and reliance on Wizard Application's CRM are the reasons to look elsewhere.

Verdict

Wizard AI Forecasts combines short-range revenue and placement projections with adjustable targets and pipeline weighting. Access to the forecasting feature requires the Professional plan.

Where Specifiction places it

Alternatives to Wizard AI ForecastsAll alternatives →