The books are done. Now send a report your client understands.
Finvue is the easiest next step after month-end close. Bring in your finished financials and produce a polished, client-ready monthly report — what changed, why it matters, and what to focus on next — in minutes, not hours.
30-day free trial · No credit card required · Start with one client
Personal help building your first report if you want it.
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
Review screen · You approve before it goes to the client
Bring in finished books from QuickBooks Online or a file upload
Review the draft commentary and edit anything in your own words
Export a 6-page client-ready PDF you approved
See what your client receives.
This is the real 6-page PDF Finvue produces: KPI snapshot, what changed in cash, income statement and balance sheet summaries, and advisory notes — all reviewed and approved by you before it is shared. 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
Give clients more than the numbers.
Whether the report supports a meeting, a check-in, or a monthly email, Finvue helps clients see what matters most.
- 01
What changed
What changed
Highlight the financial movements that deserve attention.
Highlight the financial movements that deserve attention.
What changed this month
vs. March- Revenue+$12,400
- Cash balance+$23,000
- Accounts receivable+$5,000
- 02
Why it matters
Why it matters
Add clear context around the result.
Add clear context around the result.
Advisory takeaway · editable
Revenue is up versus March and cash strengthened as receivables came down. Margin held near prior-month levels — worth a brief mention.
SuggestedEdited by you - 03
What to focus on next
What to focus on next
Guide the next conversation or monthly update with practical discussion points.
Guide the next conversation or monthly update with practical discussion points.
Monthly observations · discussion points
- Confirm December receivables target with client
- Review margin movement after April close
- Flag deposit timing for next monthly check-in
Same close. Very different handoff.
Finvue doesn't change how you close the books. It changes what your client receives afterward.
Month-end today
Month-end with Finvue
Export the P&L and balance sheet, then hope the client reads them
Send a report that opens with the three things that actually changed
Rebuild the same spreadsheet summary every single month
Finvue drafts the summary from your finished books, you refine it
Write the monthly email from scratch, or skip it when you're busy
Client-ready talking points you can edit in a couple of minutes
Clients ask “so how did we do?” after receiving the statements
Clients arrive already knowing what happened and what to ask about
Three steps from completed books to a delivered report.
Most firms finish their first report in under 15 minutes. You review and approve everything before it reaches your client.
Connect or upload
Connect QuickBooks Online or upload financial data. Finvue brings in the figures so you can begin a monthly review without rebuilding the source data.
Data source
Choose how to bring data in
QuickBooks Online
Acme Holdings · Connected
Upload financials
CSV or trial balance
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
Review and personalize
Confirm account mappings, review KPIs and monthly takeaways, and edit the advisory note before anything reaches the client. You stay in control.
Export and deliver
Export a polished, client-ready PDF and share it. Each report carries the context that makes the numbers easier for clients to understand.
Export & deliver
Client-readyAcme-Holdings_April-2026.pdf
6 pages · 98 KB · Reviewed by you
Make the value behind the numbers easier for clients to see.
A clearer monthly report helps clients recognize the work behind the financials. Finvue gives bookkeepers a consistent way to communicate important changes, progress, and areas that deserve attention — without rebuilding the reporting package or writing every explanation from scratch.
- Create a more consistent client experience
- Make financial results easier to understand
- Reduce repetitive report preparation
- Support stronger monthly communication
- Differentiate your service beyond basic financial statements
It goes out in your name, so it goes out on your terms.
Finvue prepares the draft. You are the reviewer, the editor, and the approver — always.
Every word is editable
Finvue drafts the commentary from your numbers. You rewrite, trim, or replace anything before it leaves your desk.
Nothing sends itself
There is no auto-delivery. A report reaches your client only when you export and send it.
Your numbers, unchanged
Finvue reports on the financials you closed. It never adjusts, reclassifies, or invents figures behind your back.
Start free for 30 days. Then from $19/mo.
No credit card to start. Pricing scales with the number of clients you report on, and firms who join now keep founding rates while their subscription stays active.
30-day free trial · No credit card required · Cancel anytime
Starter
Founding$19 / mo
1–3 clients
Growth
Founding$39 / mo
4–10 clients
Pro
Founding$79 / mo
11–25 clients
Founding pricing is available to firms who start during Early Access, on monthly plans. Standard pricing applies if the subscription ends and is later restarted, unless eligibility is restored by Finvue.
Common questions.
What happens when I start the free trial?
You tell us a little about your firm and we set up your trial workspace, then email your login details and simple first-report instructions. 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.
Your next month-end can end with a better report.
Start your free trial with one client and see the finished report for yourself. 30 days free, no credit card.
30-day free trial · No credit card required · Start with one client