When billing starts

Understand when charges begin after setup.
Related Articles

How pricing works

Change or cancel your plan

Download invoices / receipts

1. Overview

This guide explains when billing begins, how the free trial works, and what to expect after completing setup inside Finz.

You’ll learn when charges are activated, how onboarding and system connections affect account readiness, and when subscriptions transition from trial to active billing.

Finz is designed to give operators time to connect systems, review workflows, and configure reporting before ongoing billing begins.

Related resources

→ How Pricing Works
→ Change or Cancel Your Plan
→ Download Invoices / Receipts

2. Understanding the free trial

New customers receive:

  • a 30-day free trial

During the trial period, operators can:

  • connect QuickBooks

  • connect bank accounts

  • review Margin and Cash Flow workflows

  • monitor Signals

  • explore AI CFO functionality

  • configure operational workflows

The trial period begins once the account is activated and onboarding starts.

3. When billing begins

Billing typically begins after:

  • the 30-day trial period ends

  • onboarding and core setup workflows are completed

  • connected systems are active

  • the account transitions to an active subscription

Customers may receive reminders before trial expiration and billing activation.

4. What may affect billing timing

Billing timing may vary depending on:

  • onboarding progress

  • system connectivity

  • implementation workflows

  • operational configuration requirements

  • account readiness

Some businesses may require additional setup time before operational workflows are fully active.

5. Understanding subscription activation

Once billing begins, the subscription becomes active and operators retain access to:

  • reporting workflows

  • connected integrations

  • AI CFO workflows

  • Margin and Cash Flow visibility

  • Signals

  • forecasting workflows

Subscription access remains active while the account is in good standing.

6. Reviewing billing information

Operators can review:

  • billing status

  • subscription details

  • invoices and receipts

  • payment history

  • plan information

inside the Billing section of the platform.

7. Recommended next steps

Before billing begins, we recommend:

  • connecting all operational accounts

  • reviewing reporting visibility

  • confirming account mappings

  • reviewing Signals and categorization

  • exploring AI CFO workflows

Completing setup early helps ensure reporting and operational workflows are fully configured before the trial period ends.