Everything you'd want to know before starting your free trial.
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.
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 replace QuickBooks?
No. Finvue works with QuickBooks Online data or uploaded financial information.
Is Finvue another dashboard?
No. Finvue is focused on creating a clear monthly reporting experience and a polished client deliverable.
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.
Is a credit card required?
No credit card is required to start the 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.
Can I change plans later?
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.
What is founding pricing?
Firms who start during Early Access receive founding monthly pricing based on the number of clients they manage, and keep that rate while the subscription stays active. Founding pricing is applied when your workspace is set up.
How long do I keep my founding price?
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.
What happens if I add more clients?
You can move to the appropriate supported plan. While your subscription remains active and your workspace remains eligible, the corresponding founding price applies.
Is founding pricing available annually?
No. Founding pricing is currently available on monthly plans only.
Does Finvue connect to QuickBooks Online?
Yes. You can connect QuickBooks Online directly, or upload financial data manually.
Is the report client-ready?
Yes. Finvue produces a polished PDF designed to be shared directly with the client after your review.
What kind of support is available?
Yes. Every trial includes direct support, and founder-led onboarding is available to help you build your first client report.
Still have a question?
Email support@getfinvue.com or request access and ask during onboarding.