Everything you'd want to know before requesting Early Access.

No. Finvue works with QuickBooks Online data or uploaded financial information.

No. Finvue is focused on creating a clear monthly reporting experience and a polished client deliverable.

No. You review, edit, and approve the final report before sharing it with your client.

Yes. Start with a single client or a sample client during the 30-day free trial.

No credit card is required to start the trial.

No. The 30-day free trial does not require a credit card.

If you choose to continue, you select a plan that fits your client count. Full pricing is shown before the trial ends.

Yes. You can move between plans as your client count changes. While your subscription remains active and your workspace remains eligible, the corresponding founding price applies on the new plan.

Approved Early Access firms receive special monthly pricing based on the number of clients they manage. Founding pricing is assigned after a Finvue administrator approves the workspace for Early Access.

You keep the founding price while your subscription remains active. If the subscription fully ends and you return later, standard pricing applies unless Finvue restores your eligibility.

You can move to the appropriate supported plan. While your subscription remains active and your workspace remains eligible, the corresponding founding price applies.

No. Early Access founding pricing is currently available on monthly plans only.

Yes. You can connect QuickBooks Online directly, or upload financial data manually.

Yes. Finvue produces a polished PDF designed to be shared directly with the client after your review.

Early Access users receive direct support, and founder-led onboarding is available to help you create your first report.