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. Beta

    Planning

    Create practical annual budgets and in-year forecasts using the financial history already in Finvue.

    • Budgets built from your client’s actual history
    • In-year forecasts combining actuals with the months ahead
    • Review the P&L, adjust what matters, and publish
    • Bring the latest outlook into client reporting

Start with better client reporting.

Create client-ready monthly reports today, with Planning now available in beta.