Our team of bookkeepers, CPAs, and ecommerce experts provides email support around the clock for no additional charge. Contact us at [email protected]. We’re here to help.

We also offer additional add-on services, such as:

A lot! Best head over to our Pricing page where we list exactly what’s included! We have a full Finaloop Bookkeeping suite plus a Finaloop full service tax solution. We’ve a 14-day free trial. No credit card required.

No need to pay for any accounting or bookkeeping software, such as QuickBooks or Xero.

Finaloop replaces both your bookkeeper and your accounting software. You can view everything you need on Finaloop’s proprietary accounting software.

Finaloop is tailored to ecommerce brands and businesses (including wholesale) - we specialize and serve only ecommerce businesses.

In specific cases, we can support non-ecom business, for example, if you use Stripe for your customer invoices. But, our Chart of Accounts is specifically tailored for e-commerce and is based on best practices for ecommerce brands

During your free trial, you can integrate your apps, view your financial dashboard, orders, inventory, and access your real-time Profit and Loss (P&L) and Cash Flow statements.

The statements and the app are open for the onboarding month and for the full two months back. For example, if you onboard on June 15, your free period is April 1 to June 15, plus the free trial. The reports are based on our ecommerce-specific chart of accounts.

To view your completed Balance Sheet or file your taxes, you’ll need to subscribe to our service (trust us, you’ll want to 😉). For more detail head over to the article What's included in my free trial?

Our simple and intuitive onboarding process takes about 15 minutes for the initial setup (we timed it!). You just need to connect your financial apps, bank accounts, and credit cards and we’ll take it from there.

After that, it takes our onboarding team just a couple of days to review and process your data and send you an email with the next steps. In this email, we’ll refer you to specific ‘Missions’ so we can help you get your books completely up to date.

No matter which date you choose to sign up for Finaloop, we recommend you start your books in Finaloop on January 1. This will give you a single, uniform P&L to create the tax return for that tax year. Of course, we’ll need to look at your previous year’s balance sheet to get the opening balances for the year you start.

It is possible to start mid-year, but it can create difficulties and make the process for you more complex, particularly in comparing month over month results if you have to deal with two sets of Charts of Accounts. If you want to consider this route, reach out to customer support.

During sign up, we ask you to enter the name of your company.

If your company name is different from your business name, enter ‘company name, dba business name.’ For example, if your business name is Retail Brand LLC and your brand is Hot Peppers, enter ‘Retail Brand LLC, dba Hot Peppers.’

If you have multiple brands under one legal entity or multiple entities under one parent company, here’s how Finaloop can support you:

Option 1: Connect all stores / apps / accounts to one Finaloop account

You can connect all your sales channels, stores, apps, bank accounts and credit cards to one Finaloop account. We’ll create financials treating all of these as part of one company.

Currently, we do not offer a carved-out full P&L per sales channel/store (brand). But, the Sales and COGS in your Finaloop P&L report will be broken down by sales channels/stores, including gross sales, fees, discounts & promotions, refunds & returns.

Option 2: If you have separate bank accounts / credit cards for each company/brand, you can create separate Finaloop accounts for each company/brand

Creating separate Finaloop accounts for each company/brand will allow Finaloop to treat each separately and build separate financials for each company/brand.

This option works only if the following apply to your businesses:

Note that if all of these apply, Finaloop will provide only a P&L report (no Balance Sheet) for each brand; and if there are any fixed assets in the Balance Sheet, their depreciation will be allocated to one brand determined by you.

If you have a company outside of the US, for example, in Canada, UK, or Australia we may be able to support you if the following conditions apply:

Please note that, if we can support you based on the above conditions, all the books and reports in Finaloop will be in USD.

Our fees are pretty straightforward, but when you have non-straightforward activities, we'll need to charge a bit more for the expert time and investment needed to make sure we get it right.

Here are some sample use cases where there would be additional fees:

You have a team of professionals working on your books.

The team is composed of bookkeepers, CPAs, and ecommerce experts (yes, real humans)! They are responsible for taking care of data reviews, bookkeeping, accounting, and reconciliations for you.

If you have any questions, just send a chat or an email to [email protected] and your team of experts will help you find the answer you need.

Finaloop is a one-stop-shop so you don't need separate accounting software.

Our services include bookkeeping/accounting software, services, and app integrations.

We don't migrate or import your transactions from QuickBooks or Xero since we build your books directly from the sources of truth. We sync the data directly from your stores, banks, cards, etc. and build your books from the ground up.

Most of our customers export their reports and General Ledger to Excel from their accounting software when migrating to Finaloop as a backup for their records or in case of an IRS audit.