The books are done. Now show clients what happened — and what’s next.
Finvue helps bookkeepers turn completed financials into polished monthly reports and practical budgets and forecasts — without rebuilding spreadsheets or learning complicated finance software.
30-day free trial · No credit card required · Start with one client
Monthly review · Apr 2026
Acme Holdings, LLC
Revenue
$205.4k
+6.4%
Margin
63.0%
+1.4 pt
Net profit
$65.6k
+15.4%
Cash
$489.0k
+4.9%
Advisory takeaway · editable
Revenue is up 6.4% versus March and margin expanded to 63.0%, lifting net profit.
What changed this month
vs. March- Revenue+$12,400
- Cash balance+$23,000
- Accounts receivable+$5,000
- QuickBooks Online or file upload
- Client-ready reporting
- Budgeting + forecasting
- You review everything
- Built for bookkeepers
One workflow. Month after month.
Finvue picks up where the bookkeeping close ends.
- 1
Actuals
Bring in the finished books
Connect QuickBooks Online or upload the financials you’ve already closed.
- 2
Understand
Review what changed
See the movements that matter and confirm the numbers look right.
- 3
Report
Deliver the monthly report
Edit the commentary in your own words and export a client-ready PDF.
- 4
Plan
Update the outlook
Keep the budget or forecast current as actual results come in.
Finvue doesn’t close the books or replace your accounting system. It starts from the work you’ve already finished.
Turn finished books into a client conversation.
Finvue takes the financials you’ve already closed and turns them into a clear monthly report you can review, personalize, and share with your client.
See what changed
Surface the financial movements that deserve attention.
Explain why it matters
Start with suggested commentary and edit it in your own words.
Send something clients understand
Export a polished client-ready report instead of forwarding another raw P&L.
Monthly review · Apr 2026
Acme Holdings, LLC
Revenue
$205.4k
+6.4%
Margin
63.0%
+1.4 pt
Net profit
$65.6k
+15.4%
Cash
$489.0k
+4.9%
Advisory takeaway · editable
Revenue is up 6.4% versus March and margin expanded to 63.0%, lifting net profit.
What changed this month
vs. March- Revenue+$12,400
- Cash balance+$23,000
- Accounts receivable+$5,000
Acme Holdings · 2026 Forecast
Actuals through August · Forecast Sep–Dec
Full-year revenue
$2.55M
+7.9% vs. last 12 months
Gross margin
63.0%
In line with history
Net profit
$837.5k
32.8% margin
- Revenue$1,669,600$885,000$2,554,600
- Direct costs$617,300$327,450$944,750
- Gross profit$1,052,300$557,550$1,609,850
- Payroll & people$359,000$184,000$543,000
- Operating expenses$161,200$82,000$243,200
- Other income & expenses$9,000$4,800$13,800
- Net profit$541,100$296,350$837,450
Ties to the Starting Forecast · No items need review
Sample client dataReporting explains what happened. Planning helps clients see what’s next.
Build a practical plan from the financial history already in Finvue, then keep the outlook current as actual results come in.
- Start with actual history
- Build the plan
- Adjust what’s changed
- Review the P&L
- Update as actuals arrive
- Annual Budget
- Build next year’s plan without starting from a blank spreadsheet.
- In-Year Forecast
- Lock in the months already closed and update the rest of the year.
- Rolling 12-Month Outlook
- Keep a forward-looking view as the business moves through the year.
Start simple. Add detail only where it matters.
How Planning worksFrom looking back to looking ahead.
Finvue keeps the monthly report and the forward outlook connected, so advisory doesn’t require another disconnected spreadsheet.
Monthly reporting
- What happened?
- What changed?
- What should we discuss?
Planning
- Where are we headed?
- What has changed from the plan?
- What should we adjust?
Same books. Better client experience.
Without Finvue
With Finvue
Export the P&L and balance sheet
Send a report that explains what changed
Rebuild monthly summary spreadsheets
Use a repeatable reporting workflow
Write explanations from scratch
Review and personalize a prepared starting point
Budget in another spreadsheet
Build and maintain the plan alongside the financial history
Let the budget go stale
Update the outlook as actual results arrive
See exactly what your client receives.
This is the real 6-page report Finvue produces for the Acme Holdings sample client: KPI snapshot, what changed, income statement and balance sheet summaries, and advisory notes. No signup required to read it.
Acme Holdings, LLC · April 2026
Monthly Financial Summary
Prepared for Client Review
Revenue
$205,400
+6.4%
Gross Margin
63.0%
+1.4 pts
Net Profit
$65,650
+15.4%
Cash Balance
$489,000
+4.9%
Advisory Note
Revenue grew 6.4% and margin expanded to 63.0%, lifting net profit 15.4%. Cash rose to $489,000, though receivables grew a little faster than sales.
What changed this month
- Revenue+$12,400
- Cash balance+$23,000
- Accounts receivable+$5,000
Built for bookkeepers who want to deliver more.
You don’t need to become a fractional CFO or learn enterprise planning software to give clients better financial conversations.
- Solo bookkeepers
- Small bookkeeping firms
- Firms producing recurring monthly financials
- Bookkeepers who want a more professional client deliverable
- Firms beginning to add budgeting, forecasting, or advisory services
- Teams that want a repeatable process across multiple clients
Power when you need it. Simplicity when you don’t.
Finvue keeps the everyday workflow simple and lets you go deeper only when a client needs it.
Your client. Your judgment. Your final say.
Everything is reviewable
Review and edit commentary and assumptions before anything is finalized.
Nothing sends itself
You decide what gets delivered to your client, and when.
Your books remain the source
Finvue works from completed financial information. It doesn’t change the accounting records.
Start with one client. Grow from there.
Pricing is based on how many clients you work with. Reporting and Planning are included on every plan.
Starter
1–3 clients
$19 / month
Founding price · Standard $39/mo
Growth
4–10 clients
$39 / month
Founding price · Standard $79/mo
Pro
11–25 clients
$79 / month
Founding price · Standard $149/mo
30 days free · No credit card required. Founding pricing applies to firms who start now, on monthly plans, while the subscription stays active.
Common questions.
What happens when I start the free trial?
Create your account with your name, work email and a password, then confirm your email. Your workspace is ready right away, so you can add your first client and build a report. The trial runs 30 days, no credit card required, and most firms start with a single client.
Is a credit card required?
No credit card is required to start the trial.
How long does the first report take?
Most firms produce their first client-ready report in under 15 minutes once their books are closed and QuickBooks Online is connected or the financial data is uploaded.
Does Finvue send reports without my review?
No. You review, edit, and approve the final report before sharing it with your client.
Can I start with one client?
Yes. Start with a single client or a sample client during the 30-day free trial.
What happens after the free trial?
If you choose to continue, you select a plan that fits your client count. Full pricing is shown before the trial ends.
Does Finvue replace QuickBooks?
No. Finvue works with QuickBooks Online data or uploaded financial information.
Does Finvue include budgeting and forecasting?
Yes. Finvue Planning lets you build an Annual Budget, keep an In-Year Forecast current as months close, or maintain a rolling 12-month outlook.
Do I need FP&A experience to use Planning?
No. Finvue starts the plan from the client’s actual history and gives you a guided review. You adjust only what has changed and add detail only where it matters.
Your next month-end can do more than report the past.
Start with one client. Build the report. Update the outlook. See how Finvue fits into your monthly workflow.
30 days free · No credit card required