Everything you'd want to know before starting your free trial.
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.
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 a clear monthly reporting workflow, a polished client deliverable, and a practical budget or forecast — not another dashboard to maintain.
What does Finvue do?
Finvue helps bookkeepers turn completed financials into client-ready monthly reports, and build and maintain budgets and forecasts from that same financial history.
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.
Can I adjust a forecast after it’s created?
Yes. You can adjust revenue, costs, payroll, and individual months, review the full P&L, and update the forecast as new actual results come in. Closed months stay locked to actuals.
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 start your free trial and ask during onboarding.