Owner
One workspace, plain-language reports you can actually read.
- 1 business workspace
- 1 user
- CSV and XLSX upload
- Plain-English monthly summary
- Month-over-month changes and core KPIs
- Basic 13-week cash outlook
- Top three changes, risks, and recommendations
- 1 report and 1 saved pack per month
- Accounting connections
- Decision memos
- Custom branding
Advisor
5 clients × 3 hrs × $150/hr = $2,250 recovered/mo
For fractional CFOs serving up to 5 clients.
- 5 client workspaces
- 1 advisor seat
- QuickBooks Online connection (Beta)
- Xero connection (Beta)
- AI executive summary
- Decision memos with owner, due date, and next step
- Client portal
- Cash runway with 3 scenarios
- Category-mapping memory
- Professional Print Pack
- Task export
- Balance sheet analysis
- Bulk download
Practice
10 clients × 3 hrs × $150/hr = $4,500 recovered/mo
For growing advisory practices, up to 10 clients.
- 10 client workspaces
- 3 team seats
- Everything in Advisor
- Firm branding
- Reusable report standards
- Budget versus actual
- Year-over-year comparison
- Up to 5 cash scenarios
- Bulk pack downloads
- Review workflow
- Strict mode
- Advisory Conversation Guide
- Priority email support
For large practices
Firm
25 clients × 3 hrs × $150/hr = $11,250 recovered/mo
For CFO advisory firms, up to 25 clients.
- 25 client workspaces
- 10 team seats
- Everything in Practice
- Portfolio close dashboard
- Firm-wide cadence tracking
- Enhanced executive summaries
- Up to 10 cash scenarios + compare
- Multi-entity consolidation (Beta)
- Board-deck export (Coming soon)
- Bulk operations
- Advanced roles (Coming soon)
- Activity logs (Coming soon)
- Priority onboarding
Prices shown in USD. Stripe handles local currency conversion at checkout for international users.
Enterprise
Custom quote — more than 25 client workspaces
For firms beyond 25 client workspaces. Custom scale, controls, security, and implementation, with priority onboarding and rollout support. Annual billing available.
Full comparison
All plan details
| Feature | Owner Free | Advisor $149/mo | Practice $299/mo | Firm $599/mo |
|---|---|---|---|---|
| Client workspaces | 1 | 5 | 10 | 25 |
| Seats | 1 | 1 | 3 | 10 |
| Saved packs per month | 1 | Unlimited | Unlimited | Unlimited |
| Cash scenarios | — | Up to 3 | Up to 5 | Up to 10 |
| CSV and XLSX upload | ✓ | ✓ | ✓ | ✓ |
| Plain-English monthly summary | ✓ | ✓ | ✓ | ✓ |
| Top three changes, risks, and recommendations | ✓ | ✓ | ✓ | ✓ |
| QuickBooks Online connection | — | ✓ (Beta) | ✓ (Beta) | ✓ (Beta) |
| Xero connection | — | ✓ (Beta) | ✓ (Beta) | ✓ (Beta) |
| Full P&L and balance-sheet analysis | — | ✓ | ✓ | ✓ |
| AI executive summary | — | ✓ | ✓ | ✓ |
| Decision memos with owner, due date, and next step | — | ✓ | ✓ | ✓ |
| Source traceability | — | ✓ | ✓ | ✓ |
| Full close history | — | ✓ | ✓ | ✓ |
| Client portal | — | ✓ | ✓ | ✓ |
| Professional Print Pack | — | ✓ | ✓ | ✓ |
| Task export | — | ✓ | ✓ | ✓ |
| Firm branding | — | — | ✓ | ✓ |
| Budget versus actual | — | — | ✓ | ✓ |
| Year-over-year comparison | — | — | ✓ | ✓ |
| Bulk pack downloads | — | — | ✓ | ✓ |
| Review workflow | — | — | ✓ | ✓ |
| Strict mode | — | — | ✓ | ✓ |
| Advisory Conversation Guide | — | — | ✓ | ✓ |
| Portfolio close dashboard | — | — | — | ✓ |
| Enhanced executive summaries | — | — | — | ✓ |
| Cash scenario comparison | — | — | — | ✓ |
| Multi-entity consolidation | — | — | — | ✓ (Beta) |
| Board-deck export | — | — | — | ✓ (Coming soon) |
| Advanced roles | — | — | — | ✓ (Coming soon) |
| Activity logs | — | — | — | ✓ (Coming soon) |
Questions about pricing?
Annual contracts, founding firm rates, and onboarding support are available. Email us and we’ll respond within one business day.
hello@forecraft.tech →