Get top-tier accountants using the most powerful tech in ecommerce

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Free consultationGet Started
14 days free | No credit card required
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When it comes to bookkeeping, there is a better way.

Free ConsultationGet Started
14 days free | No credit card required

Whether you sell DTC, ecommerce, multi-channel, or wholesale, you can try Finaloop for free with no fear of commitment.

Whether you sell DTC, multichannel, or wholesale — you can try Finaloop for free, with no fear of commitment.

Free ConsultationGet Started
14 days free | No credit card required
01

Connect your
accounts:

Connect your banks, credit cards, business apps, and loans. We sync all your data so you have everything in one place.

02

Our team builds your books, powered by technology

We'll reconcile and categorize all your ecommerce accounting & financial data directly from the sources of truth + build your accruals, if needed. We only request input for transactions we (really) can’t identify.

03

2 months of fully reconciled ecomm-tailored P&L within 24H, absolutely free.

Within 24H, you get a P&L and Cash Flow with your last 2 months of data to fully experience our capabilities during your free trial. Explore your real-time reports and sales stats in a smart dashboard.

04

Subscribe for full bookkeeping that actually helps you manage your brand's finances

Everything you need to get real financial visibility:

  • P&L, Balance Sheet & Cash Flow
  • Invoices & bills
  • Inventory management
  • Loan reconciliation
  • Multi-channel orders
  • KPIs & tax-saving tools
  • 24/7 expert support
  • Multi-currency cash & accrual flexibility
05

Catch up
bookkeeping

Behind on your books? Upon request, Finaloop can catch up your books from the beginning of the year and help you take control of your finances.

06

Breeze through
tax time

Subscribe to our tax package and get federal and state tax returns and tax-planning insights that cover everything you don’t even know you don’t know.

Leave your bookkeeping to our experts, so you can focus on what matters.

Free ConsultationGet Started
14 days free | No credit card required
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Lio
DTC brand owner
CPA
Ex-PwC Partner
LinkedIn
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Rayla
CPA, NY State
MS Tax
12+ years in tax
LinkedIn
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Barak
Ex-Goldman Sachs
Focus on financial planning & analysis
LinkedIn
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Gil
CPA, NY State
10+ years in accounting & tax
LinkedIn
Meet all our experts ->
Free ConsultationGet Started
14 days free | No credit card required

Finally, accounting that speaks ecommerce.

Free consultationGet Started
14 days free | No credit card required
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You’re happy

Your financials are always-available with no reconciliation, wait time, or wasted time
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Lenders are happy

With always-available books, you can get financing in just a few minutes
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Investors are happy

With clear data, you can make better decisions and focus on growth
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IRS is happy

You can finish your taxes on time with no friction
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Mom is happy

She’ll be so proud of her baby’s financial prowess
Free ConsultationGet Started
14 days free | No credit card required

FAQs

How do Finaloop's services work?
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Finaloop's real-time bookkeeping solution includes the technology and app integrations needed to bring your financial data directly from your sources of truth into our ecommerce-tailored accounting software as well as the bookkeeping team to provide the actual bookkeeping services - including reviewing your financials for missed opportunities or unusual transactions and answering any questions you have about your books. For more information about our software, check out our Product page. To learn more about our services and how to create the best financial stack for your business, check out our Services page.

What’s included in my free trial?
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During your free trial, you can integrate your apps, view your financial dashboard, orders, and inventory, and access your real-time Profit and Loss report (P&L) and Cash Flow statement. The reports and the app are open for the onboarding month and for the previous 2 months.

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 😉).

What if I sell offline as well?
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Many of our customers also sell offline to B2B, wholesale marketplaces, or retail stores. With Finaloop, you can issue invoices, and auto-match payments through wire or ACH. We also sync with Shopify draft orders and B2B orders, Paypal, Stripe, SPS, and more.

Do I need to pay for accounting or bookkeeping software?
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No. Finaloop replaces traditional accounting software, bookkeeping tools, ERPs, and many of the disconnected systems ecommerce and retail brands typically rely on to manage their finances.

Your subscription includes access to Finaloop’s real-time financial operating system, where you can connect your stores, banks, payment processors, payroll providers, inventory systems, ad platforms, and more, all in one place.

Finaloop gives you real-time financial reporting, reconciliation, inventory visibility, profitability analytics, and operational insights without relying on separate accounting software, spreadsheets, or manual workflows.

What is your cancellation & refund policy?
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Cancellation policy

You can cancel your subscription at any time. No hidden fees. You are the sole owner of your information. If you ever decide to leave Finaloop, you can take all your data with you and use it with any other bookkeeping or accounting firm. Super simple.

Note that, the year-end close of your books, which includes all the documentation required by the IRS to make them tax-ready and optimized, is a separate task from the ongoing management of your books. This is done by a separate team fully dedicated to this process. Therefore, if you're looking to cancel your account after December 31 but still want to complete the year-end close of your books with Finaloop, you need to have an active subscription during the book-closing process. Please note that if you are subscribed to the Finaloop tax plan, you will also need an active subscription during the tax preparation and filing process.

The timeline for this process depends on the velocity of your feedback and availability to provide the required information. To help you accelerate this process, we prioritize the year-end closing (and tax filing, as relevant) of your books over other accounts, so you're never paying for any value you aren't receiving.

Refund policy

Subscription fees: Finaloop subscription fees paid monthly or annually are non-refundable.

Historical catch-up and 1:1 implementation fee: We understand that despite the best intentions, life can get hectic, and the timing for completing onboarding might no longer be ideal. If you subscribed but couldn’t find the time or resources to meet with your Finaloop CPA and complete onboarding within the first four weeks, you have the option to pause your subscription until you’re ready to proceed. We’ll add you to our waiting list for future onboarding when you’re prepared to start again. Alternatively, we can issue a refund for the catch-up and implementation fee (minus processing fees).

Can Finaloop catch me up if I’m behind with my bookkeeping?
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We’re happy to catch up your books from the beginning of the year! We may even be able to provide you with books from previous years, depending on the apps you use for your business.

Your books for the onboarding month and the previous 2 months are free. For example, if you onboard on June 15, your free period covers April 1 - June 15, plus your free trial.

If you'd like to include earlier months, there's an additional catch-up and implementation fee based on your monthly subscription price for each month that needs to be caught up. In other words, if you onboard with Finaloop on June 15, your April, May, and most of June books are free! If you also want January to March included (recommended), you'll pay the one-time historical catch-up and 1:1 implementation fee for those months.

We often run special promotions with discounts on catch-up services, so if you have several months to catch up, feel free to chat with us before getting started.

‍Important tip: To avoid year-end challenges and major tax headaches, it's strongly recommended to catch up your books in Finaloop from January 1. Otherwise, you may end up spending tax season dealing with multiple data sources, inconsistencies, and reconciliation gaps from your apps and banks. Starting fresh ensures a smooth transition and fully accurate books going forward.

What's included in Finaloop's tax services?
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As part of Finaloop's tax package, we'll introduce you to an experienced tax CPA in our network to work with you and determine your specific scope based on your needs.

Generally, tax packages with our partners can include:

1. Your business’s federal income tax return

2. Your business's State income tax return(s),

3. Where relevant, international tax forms 5472, 5471, 1042-S, etc., and non-standard tax forms such as Form 2553, and individual tax return filing,

4. Tax optimization. They'll work to get you all the tax benefits and deductions available, and

5. Tax consultancy & planning. They can assist you with structuring your business affairs in the most tax-efficient manner given your personal objectives covering business, personal and estate tax implications.

Are there any additional or hidden fees?
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Our fees are pretty straightforward, but when you have non-straightforward activities, we may need to charge a bit more to cover the expert time and effort needed to get things right.

Here are some examples of when additional fees may apply:

1. An entity conversion that requires closing a short tax year.

2. Acquisition of an activity, business, or company that requires a purchase price allocation.

3. Disposition or sale of an activity, business, or company.

The exact fee depends on the complexity of the work.  We’ll always provide a custom quote before starting, but as a general guideline, additional fees usually range from 2–4 times your monthly subscription.

Do I need a Fractional CFO to work with Finaloop?
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No, you don't need a Fractional CFO to work with Finaloop.

As your brand grows, you may choose to bring one on or you can ask us for an intro to one of the expert ecommerce-focused Fractional CFO partners to review your financials monthly and provide practical, strategic advice to accelerate your growth. You can read more about our services and how many brands set up their financial stack here.

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