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How Forecraft works, what it connects to, where the plan boundaries sit, and what to do when something looks off.
Forecraft supports the monthly close review for fractional CFOs, CPA advisory teams and in-house finance teams. It explains what changed, gives each finding an owner and a due date, and produces a client-ready pack. Each decision carries into the next pack until it is closed, and the pack shows whether the number moved.
Upload a profit and loss file (CSV or XLSX) in step one of the close, Read. The balance sheet has its own upload on the Balance sheet page. The CFO intake workbook and a combined accounting export (P&L and balance sheet together) work too. On the Advisor, Practice, Firm and Enterprise plans you can connect QuickBooks Online or Xero instead.
The month's pack, read, signed and sent from one page, plus balance sheet review, variance analysis, recommendations, cash runway, saved packs and exports. The print pack is on the Advisor, Practice, Firm and Enterprise plans.
The Advisor, Practice, Firm and Enterprise plans can connect QuickBooks Online or Xero and pull the monthly profit and loss and balance sheet. Both connections are in beta, so CSV or XLSX upload stays the reliable path. On Owner you upload files yourself.
Owner is free: one business, manual upload, a plain-language summary and 1 saved pack a month. Advisor adds up to 5 client workspaces, QuickBooks and Xero, decision memos, the print pack and your firm's branding on it. Practice adds the review workflow and strict mode. Firm adds the portfolio close dashboard, consolidation (in beta) and scenario comparison. The pricing page lists every feature by plan.
Uploaded or connected financial data is the source of record. Forecraft derives comparisons, variance percentages, ratios and reporting from that data. It handles the review and communication layer, not full three-statement modeling.
Fix headers is the step where you tell Forecraft which column in your file holds each field. Make sure Month, Item and Amount are mapped. Category is optional. If the preview looks off, correct the column mapping before you continue.
A saved pack is a month's review as you saved it. When you see “Saved pack loaded,” exports and print draw from that saved review. Return to live data to run a new review.
On the Practice, Firm and Enterprise plans, strict mode pauses analysis when it finds issues that would change the totals. Review the flagged items, fix the source data, and upload again to resume.
Retry once. If it fails again, reconnect the accounting system from Settings, or send Forecraft support your workspace ID.
Saved packs, tasks and your progress through the close steps are shared across the workspace. Some in-progress review state stays in your browser for speed and does not sync.
Copy the workspace ID from your Account page, note whether the issue is in live review or a saved pack, and capture the error text or a screenshot before you get in touch.
Email us with your workspace ID, found on your Account page, and what you expected to happen. We reply within one business day.
Email support@forecraft.tech