About
Finaloop is a full accounting service. Our team is here to help you with whatever you need. Every Finaloop plan includes unlimited email and chat support from our team of bookkeepers, CPAs and ecommerce experts, plus, on the Full-Service plan, services customized to your business and agreed with your account manager. The quickest place to start is Need help? at the bottom of the sidebar.
At Finaloop, we understand that managing your finances can be complex, which is why we're here to help with any question. This article covers the support every plan includes, how to reach us, and how the Full-Service plan gives you a dedicated team whose support is customized to your business.
1. Support on every plan
Every plan includes unlimited email and chat support from our accounting experts, with replies within one business day. During the year-end period, replies may take up to 48 hours.
We handle most questions by email, so our subject-matter specialists can give you a tailored, accurate answer.
2. How to reach us
Need help? (bottom of the sidebar) opens the Contact us page. Search in Search the help center, or use the cards: Help center (Visit our help center), Finaloop academy (Check it out) and Email us. If your role allows it, Connect your AI tools lets you ask Claude, ChatGPT or another AI tool about your data and about Finaloop.
Live chat: click the chat button in the bottom-right corner of the app. Chat is available during our regular support hours, and you can leave a message outside them for a prompt reply.
Email: write to [email protected] and we'll connect you with the most appropriate expert.
What to include when you write to us
To help us answer on the first try, include:
Your company name
The page and date range you're looking at
The transaction, order, bill or report involved
A screenshot, if you can
For sign-in problems, the email address you sign in with
3. Full-Service: support customized for your business
Every business runs its finances differently. With the Full-Service plan, a dedicated Finaloop accounting and finance team takes on as much of your finance operations as you need, and shapes its support around how your business works.
Together with your dedicated account manager, you decide what the team handles for you. This can include:
A monthly finance review with your dedicated account manager
Real-time financials with a monthly close
Multi-channel reconciliation across your stores, banks, payment processors and ad platforms
Transaction categorization and accruals
Inventory workflow management
Accounts payable and receivable management
Customized financial oversight for anything else your business needs
As your business grows or changes, your support can change with it. Full-Service pricing is customized too, based on your annual revenue, operational complexity and the services you choose.
If you'd like a team to take on more of your finance work, email us at [email protected] and we'll put together a plan that fits.
4. Add-on services
On any plan, you can add:
Inventory management (InventoryIQ): inventory setup and workflows, purchase orders and vendors, real-time stock tracking, automated landed cost, COGS per SKU and channel, bills of materials, demand planning and 3PL or WMS syncing.
Data analytics: SKU, channel and margin analytics, customer cohorts, marketing metrics (ROAS, MER, CAC), vendor and cash analysis, industry benchmarks and founder dashboards.
Data warehouse: one data model across accounting, inventory, ads and sales channels, with SQL-ready tables and API access.
Forecast and demand planning: a customized integrated financial and inventory demand plan that tells you what to buy, when to buy, and how it will impact your inventory, profits, and cash flow.
Tax services: federal and state return preparation, a free tax extension, and tax support and optimization, with optional individual tax prep.
Fractional CFO: budgeting, forecasting and scenario planning, cash flow management, KPI analysis, pricing strategy, and fundraising and M&A support.
Add-on services are priced separately. See details on the Finaloop pricing page.