Know what moved before your CFO calls.
Upload the month from your books and read what changed, in plain language, with the figure beside it.
What moved this month?
The largest change comes first, against last month, with the reason the figures show.
Are these numbers right?
Every line is checked against your file's own totals before the review is written.
What should I look at first?
A short summary explains the month, and one recommendation says where to start before the next month closes.
Full disclosure
Owner is free for 1 business and 1 user, and saves 1 pack a month. You upload a CSV or XLSX yourself; QuickBooks and Xero connections are paid and in beta. Forecraft does not keep your books, file tax or give regulated financial advice.
Asked before
Do I need an accountant to use it?
No. You upload the export from your bookkeeping software and read the review yourself.
Can I share it with a partner or lender?
Yes, as a link or an export. They read it in a browser without an account, and on the free plan it carries no branding.
What if a cost is filed in the wrong category?
The review explains it under that category. Fix it in your books and upload the month again.
Owner is free for one business.
No card and no time limit. Upgrade only if you start reviewing more than one company.
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