Syft analyses the numbers. Forecraft turns them into next steps.
Syft builds interactive reports, consolidations and forecasts. Forecraft takes the month from there to the pack your client reads.
Last reviewed:
Do you need to choose?
No. Syft is where you do the analysis. Forecraft starts when it is done: each finding becomes a decision memo with an owner and a due date, traced to the ledger line behind it, and kept on every pack until it is closed.
What each tool is built for
| Feature | Syft Analytics | Forecraft |
|---|---|---|
| The job | ||
| Primary job | Financial analytics and advisor certification | Monthly close workflow |
| Drafted commentary | Not publicly confirmed | |
| Monthly cadence tracking | No | |
| Saved pack history | No | |
| Analysis | ||
| Variance analysis | ||
| Charts and dashboards | ||
| Financial analytics depth | Basic | |
| Data visualisations | ||
| Benchmarking | No | |
| Consolidations | Beta, Firm | |
| Forecasting and budgeting | Budget vs actual | |
| Decisions | ||
| Decision memos | No | |
| Owner assignment per action | No | |
| Due date per action | No | |
| Decisions carried into next month until closed | Not publicly confirmed | |
| Whether each decision moved its number | Not publicly confirmed | |
| The client side | ||
| Client portal URL | No | |
| Client comments per section | No | |
| Client agreement recorded by name and date | Not publicly confirmed | |
| Tie-out certificate on every pack | Not publicly confirmed | |
| Bulk download, all clients | No | |
| Connections and data | ||
| Works with Xero | Beta | |
| Works with QuickBooks | Beta | |
| Works with Sage | CSV export | |
| Works with CSV and Excel upload | ||
| GDPR compliant | ||
| Price and programs | ||
| Advisor certification program | Waitlist | |
| Free plan | Not publicly confirmed | Owner, free |
| Starting price | Contact for pricing | Free, or $99 founding |
Syft Analytics features and pricing verified against syftanalytics.com on the review date above. Both are subject to change.
Who adds Forecraft to Syft Analytics
An advisor who analyses each client in Syft, then writes the narrative and the follow-up list by hand at month end. If the work you sell is mostly analysis, benchmarking and forecasts, Syft Analytics is the better fit. Advisor covers 5 clients on your own; Practice and Firm take a team to 10 and 25.
Full disclosure
Syft's features are as its own site showed them on the review date, and they change. Syft goes further than Forecraft on consolidations, benchmarking and forecasts. Forecraft's QuickBooks and Xero connections are in beta, so a CSV or XLSX export is the dependable path.
Asked before
Can I keep Syft and add Forecraft?
Yes. Do the analysis in Syft; Forecraft turns the month into a signed pack and a follow-up list.
Will my client see Forecraft?
No. The pack and the link your client opens carry your firm's name.
Which costs less?
Syft quotes on request. Owner is free for one business, and a founding seat on Advisor is $99 a month.
Ten founding seats.
Close one client’s month and put the pack beside your Syft analysis. Price held for two years.
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