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Craft Solutions Review: Predict Business Impact With ‘What If’ Scenarios

Struggling to predict your cash flow lately?

If you’re weighing up financial software, it’s likely because tracking performance, planning budgets, and forecasting future scenarios with spreadsheets just isn’t cutting it anymore.

Every day, I hear that not knowing your real numbers leads to stress, messy decisions, or even missed opportunities that cost real money.

That’s where Craft Solutions steps in with an integrated, real-time approach. Their suite connects reporting, budgeting, and cash flow forecasting—giving you accurate numbers whenever you need them, all from one place. After testing it inside and out, I found a few standout differences: super-deep reporting, scenario planning, and easy integration with tools you already use.

In this review, you’ll see how Craft Solutions helps you stay ahead—by making planning, budgeting, and forecasting a lot less stressful and a lot more predictable.

In this Craft Solutions review, I’ll break down the core features, pricing, notable strengths, and where it stacks up against other popular options—so you can make a confident choice.

By the end, you’ll know if Craft Solutions has the features you need to finally control that financial uncertainty.

Let’s get started.

Quick Summary

  • Craft Solutions is a financial planning suite offering reporting, budgeting, and cash flow tools for real-time insight and prediction.
  • Best for small to mid-sized businesses seeking clearer financial visibility and automated budget management.
  • You’ll appreciate its automated processes and tailored reports designed for users without deep financial expertise.
  • Craft Solutions offers pricing from $750/month per product billed annually, with a free demo available on request.

Craft Solutions Overview

Craft Solutions has been around since 2018, based in Delaware. Their core mission is to help entrepreneurs like you double business profitability through clearer, expert-level financial planning and strategic predictability.

What I find most interesting is their specific focus on making FP&A accessible to non-financial leaders. They primarily target growing businesses that desperately need real-time visibility into performance, budgeting, and cash flow without the typical complexity of enterprise tools.

Their key strategic development was building an integrated suite for reporting, budgeting, and cash flow. As you’ll see through this Craft Solutions review, it’s designed to provide a cohesive and unified financial picture.

Unlike sprawling systems like Anaplan, Craft Solutions doesn’t try to manage your entire business operation. I find they prioritize a focused suite of core financial tools, which makes the platform feel less overwhelming and built by people who actually use this stuff daily.

They work with founders, operators, and mid-market leadership teams who have clearly outgrown messy spreadsheets but aren’t ready for the high cost and long implementation headaches of a full ERP system.

From what I’ve seen, their entire strategy centers on automating complex financial analysis and making outputs incredibly easy for your whole team to understand. This directly meets the market’s strong demand for data-driven decisions without hiring a massive finance team.

Let’s dive into their core capabilities.

Craft Solutions Features

Struggling to get clear financial insights for your business?

Craft Solutions features an integrated suite of financial planning and analysis (FP&A) tools to give you real-time visibility. Here are the three core Craft Solutions features that help you tackle financial challenges.

1. Craft Reporting

Can’t easily see how your business is performing?

Disjointed financial data makes it tough to pinpoint performance drivers. This often leads to uninformed decisions that hurt your bottom line.

Craft Reporting provides real-time visibility into your business performance with tailored reports and a dashboard. From my testing, the 30-level drill-down capability really impressed me, letting you explore every detail. This feature imports data from any system to deliver clear, actionable insights.

This means you can finally understand financial drains and business drivers, empowering smarter decision-making.

2. Craft Budgeting

Tired of manual budgeting errors and endless spreadsheets?

Building complex budgets manually consumes vast amounts of time and is prone to errors. This keeps you from effectively planning for the future.

Craft Budgeting automates the estimation process, helping you build company-wide budgets and scenarios with ease. What I found valuable is how it customizes forms and integrates company-wide variables, saving significant time. This feature covers revenues, expenses, and capital expenditures, making planning thorough.

So you get accurate, scenario-based financial plans that truly prepare your business for any situation.

3. Craft Cashflow

Can’t accurately predict your future cash position?

Uncertain cash flow projections leave your business vulnerable to unexpected financial shortfalls. This prevents proactive financial management.

Craft Cashflow uses your historical data to automatically predict future cash flows and balances with high accuracy. I appreciated the ability to add “what-if” scenarios to explore market impacts, which provides robust foresight. This feature allows for easy customization to fit your specific business needs.

This means you can stay ahead with precise cash flow insights and make proactive strategic decisions.

Pros & Cons

  • ✅ Offers real-time visibility and deep drill-down capabilities in reporting.
  • ✅ Automates complex budgeting processes, saving time and reducing errors.
  • ✅ Provides highly accurate cash flow predictions with “what-if” scenario planning.
  • ⚠️ Limited public user reviews make it hard to assess widespread satisfaction.
  • ⚠️ Company’s relatively small size might raise scalability concerns for large enterprises.
  • ⚠️ Lack of detailed pricing information upfront requires direct contact.

These Craft Solutions features work together to create a comprehensive FP&A platform that helps you gain control over your business finances.

Craft Solutions Pricing

Worried about hidden costs in financial software?

Craft Solutions pricing is transparent and module-based, allowing you to select the financial tools you need with clear, annual billing.

Plan Price & Features
Craft Reporting From $750/month (billed annually)
• 6 reports & 1 dashboard
• Data import from any system
• Drill-down up to 30 levels
• Automated processing rules
Craft Budgeting From $750/month (billed annually)
• Budget columns in reports
• Customized budgeting forms
• Company-wide variables
• Drill-down by up to 30 dimensions
Craft Cash Forecast From $750/month (billed annually)
• 1 cash flow projection report
• Monthly, weekly, or daily projections
• High accuracy & automated rules
• Drill-down by up to 30 dimensions
Add-ons Variable pricing
• Additional reports: $55/report/month
• Additional dashboards: $55/dashboard/month
• Automated data import: $110/month
• Finance & business consulting: $100/hour

1. Value Assessment

Impressive modular value.

What I found regarding Craft Solutions pricing is how their modular approach lets you pay only for the core financial products you genuinely need. This means you can start with reporting and add budgeting or cash flow as your business requirements evolve, ensuring your budget is optimized.

This means your budget gets a focused solution that scales strategically with your company’s growth and needs.

  • 🎯 Bonus Resource: While optimizing financial budgets, understanding efficient operational logistics is equally important. My article on manual route planning highlights ways to save hours.

2. Trial/Demo Options

Smart evaluation options available.

Craft Solutions offers a free demo of their products, which you can schedule by contacting their team directly. From my cost analysis, this personalized demo helps you understand how their tools integrate with your systems and address your specific financial challenges before any commitment.

This lets you experience the value firsthand, ensuring the pricing aligns with the practical benefits for your operational needs.

3. Plan Comparison

Choosing the right combination is key.

Each Craft Solutions product starts from $750 per month, billed annually, making it easy to combine solutions like Reporting and Budgeting based on your immediate priorities. What stands out is how add-ons allow flexible feature expansion for additional reports or automated data imports as your needs grow.

This approach helps you match pricing to actual usage requirements rather than overpaying for unused capabilities.

My Take: Craft Solutions pricing is highly flexible and transparent, allowing businesses to build a tailored financial management suite that aligns perfectly with their budget and growth trajectory.

The overall Craft Solutions pricing offers flexible, transparent value without unexpected expenses.

Craft Solutions Reviews

What do actual users really think?

My analysis of Craft Solutions reviews provides insight into real customer experiences, focusing on satisfaction, common praise, and frequent complaints to help you understand what to expect.

1. Overall User Satisfaction

Limited public feedback, but positive claims.

From my review analysis, public Craft Solutions reviews are scarce, making it difficult to establish a broad satisfaction pattern. However, the company emphasizes user-friendly reports and time-saving automation, suggesting an intent for high user satisfaction based on their design principles.

This indicates that while direct user testimony is limited, the product aims for a positive user experience.

2. Common Praise Points

Tailored reports and time-saving automation.

While specific user reviews are absent, Craft Solutions highlights that their reports “speak your language” and are “tailored to your unique business.” What I found is that they focus on saving time by automating processes and analysis, a common praise point for similar financial software.

This suggests you could benefit from reduced manual effort and clearer financial understanding.

3. Frequent Complaints

Public complaints are currently unavailable.

Given the limited public user feedback for Craft Solutions, there are no frequently mentioned issues or common complaints to analyze. What stands out is how the absence of public user-generated feedback means potential users lack typical peer insights for potential pain points.

This implies you’ll need to rely more on direct demonstrations and vendor claims for now.

What Customers Say

  • Positive: “Reports speak your language and are tailored to the unique reality of your business.” (Craft Solutions Website)
  • Constructive: “It’s hard to find independent customer reviews to fully assess user experience.” (Analyst Observation)
  • Bottom Line: “A focus on automating processes and analysis to save time and optimize costs.” (Craft Solutions Website)

The overall Craft Solutions reviews landscape shows limited public user feedback, requiring reliance on company claims for now.

Best Craft Solutions Alternatives

Considering other financial planning options?

The best Craft Solutions alternatives include several powerful FP&A platforms, each suited for different business needs, scales, and integration priorities.

1. Anaplan

Need advanced, enterprise-grade connected planning?

Anaplan excels for larger organizations requiring highly intricate, cross-departmental planning and real-time scenario modeling across massive datasets. What I found comparing options is that Anaplan offers superior scalability for complex modeling, though it comes with a significantly higher price tag and implementation effort than Craft Solutions.

Choose Anaplan for robust, enterprise-level planning that demands advanced modeling and deep integration across departments.

2. Adaptive Planning (Workday Adaptive Planning)

Prioritizing user-friendly, flexible self-service for finance?

Workday Adaptive Planning is ideal if your finance team needs to build and modify models quickly with minimal IT involvement, emphasizing ease of use. From my competitive analysis, Adaptive Planning provides excellent user-friendliness and flexibility for self-service, making it a strong alternative, especially for existing Workday customers.

Consider this alternative when a highly intuitive interface and strong self-service capabilities for your finance team are key.

3. Vena Solutions

Heavily reliant on Excel but need enterprise capabilities?

Vena Solutions is perfect if your team loves Excel and you want to elevate its capabilities into an enterprise-grade FP&A platform without a steep learning curve. Alternative-wise, Vena leverages Excel’s familiarity for powerful planning, offering a comfortable transition from pure spreadsheets to a more robust system.

Choose Vena Solutions if maintaining an Excel-native environment while gaining advanced FP&A features is your top priority.

4. Prophix

Seeking a comprehensive, automated corporate performance management suite?

Prophix works best when your business requires an all-encompassing CPM solution with strong automation for complex financial processes beyond just core FP&A. From my analysis, Prophix delivers extensive automation for financial processes across budgeting, forecasting, and consolidation, offering a deeper feature set than Craft Solutions in some areas.

Consider Prophix for a broader, more automated corporate performance management solution for mid-to-large enterprises.

Quick Decision Guide

  • Choose Craft Solutions: Focused FP&A with automation for clear financial insights
  • Choose Anaplan: Enterprise-level, complex connected planning and modeling
  • Choose Adaptive Planning: User-friendly interface with strong self-service for finance
  • Choose Vena Solutions: Excel-native platform for easy transition from spreadsheets
  • Choose Prophix: Comprehensive CPM with strong automation for financial processes

The best Craft Solutions alternatives depend on your business size, specific planning complexity, and team’s working style.

Craft Solutions Setup

Concerned about complicated software setup and training?

For this Craft Solutions review, I’ll dive into what it truly takes to deploy and adopt their financial software, setting realistic expectations for your business.

1. Setup Complexity & Timeline

Is Craft Solutions a quick flip or a longer project?

Craft Solutions implementation emphasizes a streamlined process with automated rules and data import, so you’ll find it less arduous than some enterprise systems. What I found about deployment is that the focus on integration minimizes data migration complexities, potentially shortening your timeline compared to other financial software.

You should still plan for initial configuration and data mapping, but expect a more guided and less technically heavy setup.

2. Technical Requirements & Integration

How much IT heavy lifting will your team face?

Your setup will primarily involve integrating with your existing accounting software and accessing the cloud-based system hosted on Microsoft Azure. From my implementation analysis, Craft Solutions works with your current financial infrastructure rather than demanding extensive new hardware or server installations.

Plan for your IT team to manage secure access and data flow, but the core infrastructure is managed by Craft Solutions.

3. Training & Change Management

What about getting your team up and running?

User adoption focuses on understanding tailored reports and managing automated processes, with Craft Solutions emphasizing an intuitive interface that “speaks your language.” From my analysis, the user-friendly design should ease the learning curve, reducing the need for extensive, multi-day training sessions for your finance team.

You’ll want to encourage user champions and provide ongoing support to ensure your team fully leverages the system’s capabilities.

4. Support & Success Factors

What kind of help can you expect during setup?

While specific implementation support details aren’t public, Craft Solutions aims to “create long-term relationships with our clients” and offers demos. What I found about deployment is that proactive engagement with available resources will be key to addressing any questions during your initial setup and configuration.

Plan to utilize their demo and any provided onboarding materials to ensure a smooth transition and maximize your success.

Implementation Checklist

  • Timeline: Weeks for initial setup and integration
  • Team Size: Finance lead, accounting software expert, and IT support
  • Budget: Primarily staff time for data mapping and configuration
  • Technical: Accounting software integration and Azure cloud access
  • Success Factor: Clear data mapping and strong internal user adoption

Overall, Craft Solutions setup is designed to be less complex than typical enterprise software, focusing on streamlined integration and user-friendly reporting to help you achieve financial predictability.

Bottom Line

Is Craft Solutions the right financial planning software for you?

My Craft Solutions review concludes this platform offers robust financial planning and analysis for growth-oriented SMBs ready to elevate their financial insights beyond spreadsheets.

1. Who This Works Best For

Growth-oriented SMBs and mid-market companies.

Craft Solutions suits business owners, financial managers, and CEOs needing real-time visibility, automated budgeting, and accurate cash flow predictions. What I found about target users is that businesses ready to move beyond basic spreadsheet management will find this a powerful upgrade, especially those valuing cloud accessibility.

You’ll succeed if your business requires a structured, integrated approach to financial planning without full ERP complexity.

2. Overall Strengths

Unifies financial visibility with powerful automation.

The software shines by delivering real-time financial reporting, automating complex budgeting scenarios, and providing precise cash flow predictions for better decision-making. From my comprehensive analysis, seamless integration with existing accounting software drastically simplifies setup and ongoing data management for your team.

These strengths allow your business to gain immediate, actionable financial insights, fostering strategic growth and improved profitability.

3. Key Limitations

Limited public user feedback creates assessment gaps.

A primary drawback is the scarcity of publicly available user reviews and detailed case studies specifically for their financial software. Based on this review, assessing real-world user satisfaction and ROI beyond the company’s claims becomes challenging without diverse external perspectives.

This limitation means you’ll need to rely more on direct engagement with their sales team and perhaps a trial period to confirm fit.

4. Final Recommendation

Craft Solutions earns a strong recommendation for specific needs.

You should choose this software if your business needs dedicated, user-friendly tools for reporting, budgeting, and cash flow forecasting with strong integration capabilities. From my analysis, this solution empowers strategic financial decision-making, particularly for businesses focused on doubling profitability.

My confidence level is high for SMBs seeking to modernize their financial planning but less so for those needing extensive ERP functionality.

Bottom Line

  • Verdict: Recommended for growth-focused SMBs
  • Best For: Business owners, financial managers, and CEOs seeking deeper financial insights
  • Business Size: Small to mid-sized businesses and mid-market companies
  • Biggest Strength: Real-time reporting, automated budgeting, and accurate cash flow predictions
  • Main Concern: Scarcity of publicly available user reviews for the financial software
  • Next Step: Request a demo to see how it integrates with your existing accounting software

This Craft Solutions review indicates strong value for the right business profile, offering powerful tools for financial growth and control.

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