Pricing - Finatical Software

Refresh your QuickBooks Online Finance Data directly in Excel!

Frequently Asked Questions

Can I trial Finatical for free?

Yes! All functionality is automatically included in the Finatical’s Flash Reports Trial, including automated Dashboards!

Do I need to enter a credit card to start the trial?

No, you do not need a credit card to start the trial.

Can my team join my free trial?

Yes, you can invite as many people as you want to join the trial.

How do I sign up for a trial?

Navigate to the Plan Options at the top of the page and select, “Choose Plan / Start a Trial.” A popup will appear and then follow the prompts. Remember to use the email address you use to log in to your QBO accounts.

Is there a limit on how many entities I can trial?

No, there is no limit. When signing up just select the number of entities you want to include.

Is customer support included?

Yes, our friendly support team is available and ready to help. Get in touch by phone, email at support@finaticalsoftware.com or visit our Support page.

Does Finatical work on Mac and Windows?

Yes, Finatical Software operates within Microsoft Excel and is compatible with both Mac and Windows operating systems.

How does Finatical Software integrate with QuickBooks Online?

Finatical connects directly to QuickBooks Online, allowing users to refresh financial data within Excel. This integration facilitates real-time reporting and analysis.

What security measures are in place?

At Finatical, security and data protection are top priorities. We connect directly to QuickBooks Online and fully comply with Intuit’s rigorous security standards. Communication takes place directly between Intuit’s servers and your desktop—your data never passes through our servers. As a Microsoft Certified Partner, we also undergo annual testing and adhere to Microsoft’s strict security protocols to ensure ongoing compliance and protection.

If I like Finatical how do I sign up?

At the end of the trial you will have the opportunity to convert to a paid subscription.

Is there a discount for annual subscriptions?

Yes. The annual plan offers a discounted rate compared to the monthly plan because you’re paying for the full year upfront.

Can I cancel my subscription at any time?

Yes, you can cancel your subscription at any time. Upon cancellation, you will retain access to the software until your current billing cycle ends.

What you can do with Flash Reporting from Finatical Software

Financial Reports

P&L’s, B/S, Budget vs Actual Reporting, Variance Analysis

Management Reports

P&L by Class & profitability analysis, Departmental Actual vs Budgets & Variances, Working Capital analysis, EBITDA calcs, customer profitability, project profitability.

Budgeting

Update your existing excel budget template with our custom formulas to retrieve actual QuickBooks Online data for the period for easy actual vs budget comparison
Retrieve both budget and actual data from QuickBooks Online for easy actual vs budget comparison

Dashboards and Graphs

Use standard excel to easily build your own dashboards and graphs and update them with live QuickBooks Online data.

Consolidated Reporting

Easily consolidate two or more entities into one or different groups.

KPIs and Ratio Analysis

Use standard excel to quickly and easily build your own ratios and update your KPIs with live QuickBooks Online data.

Reconciliations

Just double click on a balance to drill down to the underlying detail and use Excel pivot, sort, filter functions to organize the data to find what you are looking for.