WORKS ALONGSIDE YOUR EXISTING STACK
Monthly Close Pack Software
Monthly Close Pack Software for Fractional CFOs
Upload your month-end P&L. Get variance analysis, decision memos with owner and due date, and a branded client-ready pack within minutes. The only close platform that tells you what to do next, not just what changed.
Already using Fathom, Spotlight, Syft, or QuickBooks?
After your reporting tool
Fathom·Spotlight·Syft
Your reporting tool — Fathom, Spotlight, Syft, or whatever you use — shows the variance. ForeCraft generates the decision memo, assigns the owner, sets the due date, and saves the close for next month.
After your accounting software
QuickBooks·Xero
Pull directly from QuickBooks or Xero, or upload any CSV export from any system — including exports you already use for Spotlight or Syft reporting. ForeCraft handles the categorization and analysis. No manual formula building, no duplicate data entry.
Before your client call
Your client receives a branded management pack at a live URL — no login, no attachments. Decision memos included. They read it before the call. You talk about actions, not numbers.
ForeCraft fits into the workflow you already have — whether that's Fathom, Spotlight, Syft, or just QuickBooks and a spreadsheet. It does not ask you to replace what is working.
HOW THE AI WORKS — AND WHERE IT DOESN'T
Every number you see came from your file. Not from a guess.
ForeCraft's AI writes the narrative. It never invents the numbers. Here's exactly how that works.
Every number is traceable
Click any number in your pack and see the exact source rows from your file that produced it. If a number can't be traced to your data, ForeCraft doesn't write it down.
The AI writes prose. It doesn't do math.
All variance calculations, totals, and percentages are computed by ForeCraft's calculation engine — not the AI. The AI's only job is turning verified numbers into a clear written narrative. It reads the math. It doesn't invent it.
You can flag anything that looks wrong
Every AI-written section has a flag button. If something reads off, tell us in one click — before you send it to a client.
Your data is never used to train anything
Your client's financial data stays in your workspace. It's never used to train ForeCraft's AI or shared with any other workspace.
If you can't verify a claim ForeCraft makes about your own numbers, that's a bug — tell us.
The AI narrative is a writing aid, not a substitute for your professional review. You're still the one who signs off on the pack.
“We used to rebuild the variance commentary every month in a spreadsheet. Now it's structured from the first upload — and the client pack is ready before the call.”
CA
Chris
CPA & Fractional CFO · AZ Easy CPA
Connects with your accounting platform
QuickBooks
Xero
CSV & Excel
QuickBooks and Xero connect directly. Any other platform: upload a CSV or Excel file. UK users on Sage, FreeAgent, or Kashflow work with CSV or Excel export.
GDPR compliant for European users
How It Works
From upload to client-ready artifact in one workflow
No rebuilding the story from scratch each month. Forecraft structures the review so you run it — not a spreadsheet.
1
Load your data
Upload a P&L or Balance Sheet CSV/XLSX, use the CFO Intake workbook, or pull directly from QuickBooks on Advisor, Practice, and Firm plans.
2
Review what changed
Variance analysis breaks down line-item movement month-over-month. Filter by threshold, see patterns, capture decisions.
3
Export the deliverable
Management Pack, Print Pack, or CSV — the review context travels with the export. Save the pack and return to it any time.
What's inside
Built for the full close workflow
Including the features no other platform has.
Variance Analysis
Month-over-month change broken down by line item. Filter by threshold, see what moved and by how much, and review patterns — no formula building required.
Decision Memos
Every significant variance generates a 4-line decision memo: DECISION · WHY NOW · EXPECTED IMPACT · OWNER · DUE · NEXT STEP. The only close platform that assigns accountability, not just analysis.
Reporting Artifacts
Management Pack, Print Pack, and CSV exports structured for clients, boards, or internal review. The reporting context travels with the export.
Recommendations
Patterns in your data surface as prioritized recommendations. Capture decisions, assign owners, and export a task list to close the loop before the next cycle.
Saved Packs
Lock any review as a pack. Return to it later, export from it, or share it. The state holds exactly as you left it.
Client Portal
Share branded management packs at a live URL. No login required for clients. They read before the call, you discuss actions not numbers.
What industry CEOs are saying about the future of finance
What CFOs are asking for.
What ForeCraft delivers.
In 2026 AI will move finance from retrospective reporting to real-time decision-making.
John Schwab
CFO, Vertex
Source: Fortune CFO Report 2026
ForeCraft delivers
Upload your CSV. Get a complete close pack with decisions, risks, and 90-day priorities — in minutes.
AI will be judged on proof, not promise.
Gina Mastantuono
CFO, ServiceNow
Source: Fortune CFO Report 2026
ForeCraft delivers
95/100 data quality score. Reconciliation: Pass. $0.00 delta. Every number traceable to source.
The era of buying AI for AI's sake is over. CFOs require clarity on how it's tied to business outcomes.
Evan Goldstein
CFO, Seismic
Source: Fortune CFO Report 2026
ForeCraft delivers
Contract labor +994.6% caught. Two decisions generated with owner and due date. No AI literacy required.
The difference
What changes when you use Forecraft
Built for fractional CFOs and finance leads who are done rebuilding the same spreadsheet every month.
FAQ
Answers buyers usually need before they log in
Does ForeCraft work with my accounting software?
Yes. ForeCraft connects directly to QuickBooks Online and Xero. For any other platform — Sage, FreshBooks, Wave, or anything else — export a CSV and upload it. ForeCraft handles categorization and analysis automatically.
Will the output sound like me or like a generic AI?
ForeCraft's AI uses CFO language standards, not general text. It produces executive summaries in exactly 3 sentences and decision memos in a strict 4-line format. Every sentence is grounded in your actual data — no invented figures. You review and edit before anything goes to a client.
Is my clients' financial data safe?
Your clients' data is encrypted in transit and at rest, never used to train AI models, and processed only to generate your close pack. ForeCraft is GDPR-compliant for European users. Full details at /security.
Can I use ForeCraft if my clients are outside the US?
Yes. ForeCraft works with any CSV from any accounting platform worldwide. QuickBooks and Xero connect natively. UK users on Sage or FreeAgent use CSV export — it works perfectly. ForeCraft is GDPR-compliant for all European users.
What exactly is a management pack?
A management pack is the monthly client deliverable a fractional CFO produces — executive summary, variance analysis, KPI snapshot, cash runway, and action items. ForeCraft generates the entire pack automatically from a CSV or accounting software export within minutes.
How long does the first pack take?
Most users complete their first close pack within 10 minutes from first login. The onboarding wizard guides you through upload, category confirmation, and pack generation. After the first run, repeat close cycles average 4 minutes per client.
How is ForeCraft different from Fathom?
Fathom produces reports and dashboards — it tells you what changed. ForeCraft produces a complete monthly close workflow and tells you what to do about it — with decision memos that assign an owner, a due date, and a next step. Fathom recently added AI commentary. ForeCraft adds AI accountability. They are different products.
Do my clients need to create an account?
No. Clients receive a link they open in any browser — no account, no login, no app to install. They can read the pack, ask questions by section, and receive your replies. The link stays live and always shows your latest published pack.
What happens to my data if I cancel?
Every management pack you generate is downloadable as a standalone HTML file that works without ForeCraft. Your data is yours. Export everything from Account Settings at any time. After cancellation your data is retained 30 days, then permanently deleted.
Is there a free plan?
Yes. The Starter plan is free with 1 workspace, P&L upload, variance analysis, and cash runway. No credit card required. Founding Member spots are $79/month with pricing locked for 24 months. 10 spots only.
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