Finvue
The Next Chapter

More ways to support the client conversation.

Finvue is starting with advisory-ready monthly reporting and building toward a broader set of practical advisory tools for bookkeepers.

  1. Available now

    Monthly Reporting

    The full reporting workflow is live today — connect, review, and export every month.

    • QuickBooks Online connection
    • Financial-data upload
    • Account-mapping review
    • KPI summaries
    • Monthly takeaways
    • Advisory-style notes
    • Client-ready PDF reports
  2. In development

    Planning & Budgeting

    Create practical budgets and planning conversations using the financial history already available in Finvue.

    In development. No release date confirmed.

    Building toward

    • Budgets driven by your client's actual history
    • Planning views grounded in the same reporting
    • Conversations clients can act on, not just numbers

Help shape what comes next.

Early Access users will be among the first invited to test upcoming modules and provide feedback as Finvue grows.

Upcoming features are in development and may change before release. Availability, functionality, and pricing may differ when released.