How pricing works

Overview of Finz plans and pricing structure.
Related Articles

When billing starts

Change or cancel your plan

Download invoices / receipts

1. Overview

This guide explains how Finz pricing works, what is included in the platform, and how plans are structured based on operational complexity and business needs.

You’ll learn how pricing is evaluated, what the Core plan includes, how onboarding and setup are handled, and what to expect during the trial and activation process.

Finz pricing is designed around operational scale, reporting complexity, and workflow requirements rather than a one-size-fits-all structure.

2. How Finz pricing works

Finz pricing is based on operational complexity and business structure.

Pricing may consider:

  • team size

  • number of entities

  • business locations

  • connected financial accounts

  • workflow complexity

  • reporting requirements

  • operational scale

This helps ensure the platform is configured appropriately for each business.

3. Understanding the Core plan

Finz offers a Core plan starting at:

  • $499/month

The Core plan includes access to:

  • Margin reporting

  • Cash Flow visibility

  • Signals

  • transaction categorization

  • forecasting workflows

  • AI CFO workflows

  • connected integrations

  • operational reporting tools

Additional workflow scope or operational complexity may affect final pricing structure.

4. Free trial and onboarding

New customers can start with:

  • a 30-day free trial

This allows operators to:

  • connect financial systems

  • review reporting workflows

  • explore AI CFO functionality

  • monitor operational visibility

  • evaluate forecasting and Signals

Some onboarding and setup workflows may continue during the trial period depending on system configuration requirements.

5. Implementation and setup considerations

Depending on operational complexity, Finz may review:

  • entity structure

  • reporting setup

  • account mappings

  • integration configuration

  • workflow requirements

  • operational reporting needs

This helps ensure workflows and financial visibility are configured correctly before long-term operational use.

6. Billing and subscription management

Finz subscriptions may include:

  • monthly platform billing

  • onboarding or implementation support

  • workflow configuration

  • ongoing operational access

Customers can review billing details, invoices, and subscription information directly inside the platform.

Related resources

→ When Billing Starts
→ Change or Cancel Your Plan
→ Download Invoices / Receipts

7. Recommended next steps

After starting a trial, we recommend:

  • connecting QuickBooks

  • connecting bank accounts

  • reviewing Margin and Cash Flow workflows

  • monitoring Signals

  • exploring AI CFO workflows

Completing setup early helps Finz provide more accurate operational visibility and reporting throughout the trial period.