About
Applies to: Finaloop Core, InventoryIQ
Finaloop offers three subscription plans, Starter, Full-Service and Platform, and every brand starts with a 14-day free trial.
Your price is then based on three things: your annual revenue, how complex your operation is, and which services you need. Brands with up to $1 million in annual gross revenue can start on the Starter plan at $245 a month.
1. Subscription plans
Finaloop offers three subscription plans: Starter, Full-Service and Platform. As your business grows, you can move between plans without changing financial systems.
All plans come with a free 14-day trial. To learn more, check out What's included in my free trial?
Starter
Our Starter plan gives early-stage brands real-time books at a price that fits where you are now: $245 a month. It's available to brands with up to $1 million in annual gross revenue that have been in business for 4 years or less.
Full-Service
Full-Service is a fully managed accounting and finance operations service, ideal if you have limited internal resources and want to outsource both accounting and day-to-day finance operations. It includes:
A dedicated Finaloop accounting and finance team
A monthly finance review with your dedicated account manager
Real-time financials (P&L, Balance Sheet and Cash Flow) with a monthly close
General ledger
Reconciliation across your stores, banks, payment processors and ad platforms
Transaction categorization and accruals, based on a chart of accounts built for ecommerce
Inventory workflow management tailored to your needs
Accounts payable and receivable (AP/AR) management
Customized financial oversight and operational services
Platform
Platform is for brands with their own finance team that want a real-time financial system to run their accounting on. Your team does the day-to-day work, with built-in AI and automated reconciliations. It includes:
Real-time financials: P&L, Balance Sheet, Cash Flow and General Ledger
Automated revenue recognition across all your sales channels
Transaction categorization and accrual workflows, based on a chart of accounts built for ecommerce
Inventory and cost of goods sold (COGS) workflows, using InventoryIQ (Finaloop's inventory management product) or your existing inventory solution
Accounts payable and receivable tracking
Automated bank and platform reconciliation
Unlimited users with role customization
The difference between Platform and Full-Service is who does the work: Full-Service includes everything in Platform, plus a dedicated Finaloop team that runs it for you.
Every plan includes unlimited email and chat support from our ecommerce accounting experts, with replies within one business day. See Support you have access to in Finaloop.
2. Add-on services
In addition to our plans, Finaloop offers several add-on services designed to further assist you with your financial management needs, so you can be as hands-on or hands-off as you want. They're priced separately, so you only pay for what you use.
Our add-on services include:
Inventory management: Get access to our real-time inventory management tool, InventoryIQ, with setup and workflow management by our team. InventoryIQ provides automated COGS and inventory management, including purchase order and vendor management, real-time stock tracking per warehouse, automated landed cost, COGS per SKU and per channel, recipes and assemblies, demand planning, and 3PL and warehouse management system (WMS) syncing. To see a quick demo, watch Finaloop InventoryIQ in under 4 minutes.
Data analytics: SKU, channel and margin analytics, new vs returning customer cohorts, marketing metrics (return on ad spend (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 tables ready for SQL and BI tools, and API access.
Fractional CFO services: Get an intro to an ecommerce-focused fractional CFO for strategic finance, including budgeting, forecasting, cash planning and investor reporting.
Tax services: Get an intro to an ecommerce CPA to help you file your taxes, including federal and state income tax returns and a free tax extension.
3. How pricing works
No matter the size of your business, you get the first 14 days completely free. Your trial covers your onboarding month plus the two months before it. For example, if you start on June 15, you'll see everything from April 1 onward.
Your plan price
Your price is based on your annual revenue, how complex your operation is, and which services you need.
Starter: $245 a month, for brands with up to $1 million in annual gross revenue that have been in business for 4 years or less.
Full-Service and Platform: before subscribing, you'll have a 30-minute call with one of our accounting experts to scope the services you need. You'll get a firm quote after your first call, not a range we revise later.
You can pay monthly or yearly. When you choose yearly billing, the Billing tab shows your yearly discount before you check out.
Historical catch-up
Most customers also need a one-time historical catch-up, which brings your books up to date for the months before your trial. It includes 1:1 onboarding with a dedicated Finaloop accountant who sets up your account, catches up your books from the start of the year, and tailors everything to your business.
Months before your trial are charged at your monthly rate for each month caught up. The fee can be waived if you already have fully reconciled books from the start of the year.
Important: To avoid year-end challenges and major tax headaches, we strongly recommend catching up your books in Finaloop from January 1. Otherwise, you may spend tax season dealing with multiple data sources, inconsistencies and reconciliation gaps.
You can see all the details on our plans on the Finaloop pricing page.
4. How to subscribe
Only account admins can subscribe.
Review your plan card:
If your sales are under $1 million a year, the Accounting card shows your Starter plan price. Choose Monthly or Yearly.
Otherwise, you'll see A plan tailored to your business. Click Chat with our team and we'll put together your quote. Once it's ready, your price appears on the Finaloop accounting and operations services card.
If your books start before your trial, the historical catch-up card shows the number of months and the price. It's selected by default; click it to leave it out.
Click Checkout and complete your payment.
After you subscribe, click Subscription details on the Billing tab to see your subscription.
Note: Subscribed on one of our earlier plans? Your current plan and price are under Subscription details on the Billing tab. If you have questions about your plan, email us at [email protected].
FAQ
Why can't I subscribe yet?
If the Billing tab says We are still processing your data., we're still calculating your offer from your connected data. It usually takes 24 hours after onboarding. If you see Only Admins can view this page, ask your account admin to subscribe.
Are there any other fees?
Beyond your subscription and any one-time historical catch-up, additional fees apply only in three unusual situations: an entity conversion that requires closing a short tax year, an acquisition that requires a purchase price allocation, or the sale of a business or activity. We'll always give you a quote before starting.
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Need help?
Email us at [email protected] and we'll be happy to help.