Import the bookkeeping of up to 500 companies and explore their interactive analysis. The licence includes unlimited reports for 10 clients.
No sign-up demo with sample data.
Which companies each client can analyse, which reports you've delivered and whether they opened them. You can withdraw a report or share it again when you update it.
Generate reports from shared templates: the same structure for each client, with their own figures. You add the conclusions for each company.
- 01
Year-end close
Balance sheet, income statement, margins and profitability. Every ratio opens into the items behind it.
- 02
Bank view
Solvency, liquidity, leverage and coverage: what a bank looks at when your client asks for financing.
- 03
ACCID sector benchmarks
Each client ratio against its sector's reference value, with several years of history where available.
El Corte Inglés SA · 2022–2024 accounts
Stay with each client through recurring reports and their budget.
Recurring reports
Schedule a report for a client every month, quarter or year. We let you know when it's ready to review before you deliver it.
Budgets with Planner
Build each client's budget in Planner from their accounts: projected income statement, balance sheet and cash.
Your firm has its own subdomain with its own login, and inside the app your client sees your logo and your design.
- Your own subdomain with login: yourfirm.finoview.com
- Your logo and design inside the app
- PDFs and exports with your brand
- Templates with your firm's look
Import the accounts
Trial balance, annual accounts or data from your accounting software.
Review and tailor
The report comes out with your firm's template. Adjust what you need and write your conclusions.
Deliver
As a PDF with your brand or with client access to your portal. Your choice.
One licence for your whole portfolio.
One licence to analyse your whole portfolio and prepare reports for the clients you choose, under your firm's brand.
Analysing 500 companies and preparing reports for 10? It's all in the licence. Preparing reports for 20 needs 10 additional seats.
Billed annually · VAT not included
No lock-in and no automatic charges: extensions are agreed with you.
Up to 500 imported companies
Analysing the portfolio does not use report seats
10 clients enabled for reports
Each seat is a company you prepare reports for during the year
Every report, year and version
As many as you need for those clients, no charge per report
A space with your firm's brand
Subdomain with login, your logo and your design
More clients with reports
Seats are extended whenever you need
Client dashboard
Each client's companies, reports and deliveries
Reports from templates
Close + Bank + Benchmarks, ready from day one
Recurring reports
Monthly, quarterly or yearly, scheduled
Budgets with Planner
Each client's financial plan
Online support
With an AI assistant inside Finoview
AI generation on imported data uses additional credit.
Days 1-2 · Set-up
We configure your subdomain, logo and colours so your clients come in through your door.
Week 1 · First client
Pick a pilot client, import their bookkeeping and generate the first report with the template.
Weeks 2-4 · Rest of the portfolio
At your pace. Bring in the rest of the portfolio; if something gets stuck, online support guides you.
When you're ready · Delivery
Export the branded PDF or give the client access from your subdomain.
What we get asked most.
Does importing a company use a report seat?
No. A seat is used for a company you prepare reports for during the year. Updating its bookkeeping does not take another seat.
What if I prepare reports for more than 10 clients?
Report seats are extended whenever you need. Write to us and we'll agree it before charging anything.
Do I need to install anything?
No. It runs in the browser (Chrome, Edge or Safari). Nothing to maintain on your firm's computers.
Where do the sector benchmarks come from?
From ACCID, the Catalan Association of Accounting and Management. Each sector has a reference value per ratio, updated every year.
Can my clients see other clients' data?
No. Each client has an isolated space inside your subdomain and only sees their own. Data is hosted on European servers and handled under the GDPR.
Can I cancel mid-year?
The plan is annual and billed upfront. There's no partial refund, but no lock-in either: at the end of the year you decide whether to renew.
Does my client get a Premium subscription?
No. The service lets the firm prepare and deliver its reports. A licence for the client to work on their own is purchased separately.
Shall we look at it with one of your clients?
Write to us and we'll show you the portal in a short call, with a real case. We'll send you the terms in writing.
or directly to info@finoview.com