Your name on every page.
Our checking under every number.
What do I give it?
The export your client's books already make, from QuickBooks, Xero or a CSV. Last month's mapping is kept, so three spellings of one account become one line.
Can I trust what it reads?
Every line is checked against the file's own totals before you read a word of commentary.
What do I send the client?
A pack in your firm's name, with the movement that matters first and a decision memo you review and sign. Nothing reaches the client until you do.
Full disclosure
A founding seat is Advisor at $99 a month, held for 24 months, with 5 client workspaces and 1 seat. QuickBooks and Xero connections are in beta, so the client's CSV or XLSX is the dependable path. Forecraft does not post entries, audit the books or file tax, and a miscoded ledger gives you a miscoded pack.
Asked before
Does my client see Forecraft anywhere?
No. The pack carries your firm's name and logo, and the link your client opens does too.
Who writes the commentary?
Forecraft drafts it from the figures and you edit it. The pack stays a draft until you sign it.
What happens past 5 clients?
Practice covers 10 client workspaces and 3 seats, and adds a review step and budget against actual.
What if I stop?
Cancel in Settings, then Billing. You keep access until the period ends.
Ten founding seats.
Price held for two years. Every application is read, and we say no when the fit is wrong.
Apply for a seat