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FinancePal

Tekpon Score
8.8

FinancePal Reviews

& Product Details

What is FinancePal?

FinancePal is exceptionally recognized for presenting customizable and, extra importantly, low-cost bookkeeping offerings. As such, it’s not unexpected that hundreds of small American corporations and start-ups rely upon FinancePal’s offerings to report and arrange their commercial enterprise transactions, calculate taxes, and get easily readable economic statements.

FinancePal additionally assigns customers with a dedicated financial team of licensed public accountants and tax practitioners. That way, customers will operate strictly with folks acquainted with their business, individual needs, and finances. This form of digital aid costs much less than hiring your full-time accountant while ensuring the economic fitness of the commercial enterprise.

Best For

A streamlined & trusted financial solution in one place.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Finance Pal

  • Located In

    United States

  • Website

    financepal.com

Starting from:

$FREE On Request

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

FinancePal Pricing is available upon request. You will be charged a flat monthly or annual rate based on the breadth of services included in the package.

See FinancePal Coupons
  • Smart and Automated Systems
  • Expense Tracking
  • Scheduling
  • Tax Management
  • Core Accounting
  • Payroll Management
  • Accounts Receivable
  • Multi-Currency
  • Activity Dashboard

Additional Features

  • Entity Formations
  • Recovery & Catchup
  • Sales & Use Tax

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4.4
Global Average Score
Score4.42/5
Reviews7
  • Comprehensive Financial Management

    FinancePal offers a wide array of services such as internal and compliance audits, sales tax filings, income tax preparation, budgeting, consulting, bookkeeping, accounting, customer invoicing & collections, bill payment, payroll processing, and financial statement preparation & analysis​​.

     

  • Customizable and Affordable Services

    It is known for offering services that are both affordable and customizable, addressing the varied needs of different businesses​.

  • Ease of Use

    The platform is highlighted for its simple interface, making it accessible even to those with minimal financial management experience. It supports integration with popular tools like QuickBooks and Gusto, further simplifying financial processes.

  • Dedicated Support

    Clients receive dedicated account managers for queries and customized finance strategy, ensuring responsive, high-touch guidance as needs evolve​.

  • Flexibility and Integration

    FinancePal supports seamless integration with existing systems, allowing businesses to enhance their capabilities without the need for risky migrations.​

  • Limited Onboarding Information

    There’s a lack of detailed information on the onboarding process, which could affect businesses looking to understand the full scope of integration and setup before committing​​.

     

  • Hardware and Software Requirements

    While it operates through QuickBooks Online, specifics about hardware or additional software requirements aren’t clearly mentioned, which could be a concern for businesses evaluating technical compatibility​.

  • Specialization Focus

    Although FinancePal offers a broad range of services, businesses with highly specialized needs or those in niche markets may need to closely evaluate if the service coverage aligns perfectly with their specific requirements​.

  • Transparency on Pricing

    Some users might find the lack of upfront pricing information a bit challenging. Typically, full costs and service inclusions are detailed post-consultation, which might not suit everyone’s preference​.

  • Limitations on Customization and Responsivene

    Compared to in-house options or traditional accounting firms, there might be limitations in terms of customization and responsiveness, depending on the business’s specific needs and expectations​.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.

Tell us your opinion about FinancePal and help others.

I wish I had a friend to turn out to for my financial needs and requirements, alas! Do you feel the same? If the answer to the abovementioned question is a yes, then do not worry. We have got a match for you. A pal, friend, or buddy, whatever you call it, is surely an answer to your finance-related problems. Be it trying to figure out complex financial procedures or help you with day-to-day tasks like bookkeeping, accounting, or payroll needs. This software has it all. FinancePal is all-in-one accounting software and a one-stop shop for all financial needs. So without further ado, let us jump into the FinancePal review.

FinancePal – All-in-one accounting

FinancePal was founded in 2015 and is a Chicago-based online company that offers numerous forms of monetary offerings to its customers, including bookkeeping, accounting, tax preparation, and payroll. Jacob Dayan and Nick Charveron, co-proprietors of the nationwide tax services company Community Tax founded it.

After years of providing IRS resolutions, the duo discovered that small commercial enterprise proprietors want someone to assist them in manipulating difficult bookkeeping and accounting tasks. So let us discover FinancePal, a unique answer for managing commercial enterprise finance. The software is best known for offering affordable and customizable finance services. It is a viable software that can manage all aspects of payroll, accounting, taxes, and much more.

FinancePal review by Tekpon

How does it work?

Finance Pal doesn’t go into many elements about their onboarding procedure or combining their structures with new clients. Instead, they like to begin with a name to get to understand you and your business. They will then provide you with a loose trial and advise the pleasant direction of movement based on your character needs.

Which services does FinancePal offer?

FinancePal is an ultimate accounting and finance outsourcing solution. They specialize in serving small and medium-sized businesses. More specifically, FinancePal’s offerings include the following:


  • Internal audits
  • Compliance audits
  • Sales tax filings
  • Income tax preparation & filings
  • Income tax strategy
  • External audit representation
  • Budgeting


  • Consulting
  • Bookkeeping
  • Accounting
  • Customer invoicing & collections
  • Bill payment
  • Payroll processing
  • Financial statement preparation & analysis
  • Internal accounting controls


Details of FinancePal Features

FinancePal offers a variety of excellent features that people can use on the go. The software also provides payroll and small business tax solutions. Below mentioned are some of the feature that makes this software stand out among the rest :

Ease of use

FinancePal has a simple interface. The application is easy to use, even for novices. One of FinancePal’s largest perks is the group you get to review your accounting needs when you sign up. From evaluations and private experience, FinancePal was easy to get a hold of and informed with any questions that got here up. Moreover, FinancePal has a mobile app that is easy to use, permitting you to get admission to your reviews and statistics remotely.

Dashboards and Finance Tracking

The dashboard feature for debts payable and receivable is easy to use, and it’s easy to connect to different accounting software programs for small businesses (including QuickBooks), preserving all your price range up to date. FinancePal also offers tracking of daily expenses via mobile receipts. Additionally, it handles an organization’s daily expenditure track records via a third-party system.

Accounts Payable and Payroll

FinancePal has computerized statistics access that takes bill records and enters them at once into the books. A guide review gadget makes it clean to catch any capability errors, and its reachable platform makes it clean to peruse bills from anywhere with an internet connection. Furthermore, it specializes in its online payroll. It has a team of experts to handle a customer’s financial needs. Customers can customize these according to their needs, and they also have access to other features like automated data collection and payroll dashboards.

Bill Pay Service

The bill pay service paves the way for smooth, simple, and convenient invoice bills optimized for the digital age. This makes paperless billing a truth, and since it is hosted in the cloud, it is on hand 24/7. Users can also schedule routine bills to ensure they never miss a deadline.

Periodic Financial Statements

FinancePal will ensure that all the financial information is dead-on every time, supplying the records required to make correct and worthwhile decisions. Moreover, FinancePal sends economic statements weekly and month-to-month to hold your finger on the pulse of the business.

Bookkeeping and Accounting

With the FinancePal devoted group of specialists, customers get help from expert bookkeepers and accountants who deal with all issues and assist with a plan. Instead of collecting files at the property or office, FinancePal will assist in centralizing them and coming up with access to the online platform to access them any time you want. On the pinnacle of that, one can see the files from your mobile phone and use an e-signature to finish everyday responsibilities quickly. FinancePal’s predominant promoting factor is the specialists apprehending how commercial enterprise works. One can speak at once with the accountant to get financial recommendations.

Below is a listing of responsibilities that are handled by the FinancePal bookkeeping and accounting offerings group:

  • Recording your transactions
  • Preparing stability sheet
  • Preparing earnings statement
  • Working on tax preparation
  • Direct communique and monetary recommendations to assist your commercial enterprise to grow

In addition to these features, FinancePal has no specific hardware or software requirements. Instead, it runs through QuickBooks Online.

Support Services

FinancePal offers exemplary support services. It offers dedicated support via email, chat, or phone. FinancePal additionally has a Facebook web page and an active weblog that is current and includes some very beneficial articles that touch on a number of the offerings presented and different problems small agencies may also run into with bookkeeping and accounting software. The massive majority of the web reviews additionally give FinancePal excessive rewards for its customer support.

FinancePal Apps

The software also has a fully functional mobile application for Android and iOS devices. The well-designed mobile app makes it easy to enter the full dashboard anywhere. Moreover, once logged into the app, one can do everything they need to do from the desktop app on their cellular devices. This is an actual gain for most small commercial enterprise owners who’re continuously dealing with their agencies on the go.

FinancePal Cost

FinancePal believes in tailoring the customers’ needs and then providing plans per the requirements. Thus, they do not display pricing plans on their website. However, getting a quote from FinancePal is straightforward. First, get admission to the company’s web website online and click on “Get Your Custom Quote,” which you’ll discover in several locations on the screen. The second alternative is to call the FinancePal customer service crew and inform them of your needs. As per our research, below mentioned are the pricing models:

  • Basic – $99 per month for remote bookkeeping and accounting services, month-to-month financial statements and reconciliations, and up to two financial institution and credit card accounts.
  • Plus – $270 per month for all of the functions within the Basic plan, audit defense, corporate tax return filing, payroll processing for 1-4 employees, and as many as four banks and credit card accounts.
  • Custom – The choice is to construct a custom plan to fulfill your requirements.

Integrations

When deciding on an online bookkeeping and accounting service, many enterprise proprietors need to ensure that they combine with their in-house software products. Luckily, there’s no scarcity of FinancePal reviews from satisfied clients that applaud the sincere software program integration and the relative ease they connected to the dashboard.

Below is the choice of industry-main software products that integrate with FinancePal:

  • QuickBooks
  • Hubdoc
  • TSheets
  • ADP
  • Gusto
  • Bill.com

And many more. FinancePal also integrates with business bank accounts. This way, one doesn’t have to manually enter data, worry about missed information or redundant data, or switch from one software to another to get a job done. We like how efficiently FinancePal manages it all. Amazing.

Alternatives to FinancePal

Below mentioned are the alternatives to FinancePal that are available in the market and offer a similar range of services:

  • Bench
  • Bean Ninjas
  • AcctTwo
  • Sage Intacct
  • NetSuite
  • Canopy
  • Acumatica Cloud ERP

FinancePal vs. Bench

For the cause of our review, we checked how FinancePal stacks up against similar businesses. Bench is certainly considered one of its predominant competitors. Both businesses provide digital bookkeeping and accounting services. However, Bench is best available for cash-based organizations. Like FinancePal, Bench offers financial reports and manages your general ledger. However, this organization doesn’t provide tax and payroll services. In addition, while FinancePal offers customizable pricing plans, Bench has an identical pricing scheme for all clients.

FinancePal integrates with Quickbooks, the industry-main software program for bookkeeping, which provides complete documentation access. Bench, however, uses a proprietary software program, which means much less visibility.

Overall, we observed FinancePal’s service as extra comprehensive and appropriate for small organizations. Its custom-designed pricing plans also are an extra affordable choice for organizations that want specific types of support.

FinancePal Review Conclusions

All in all, we found FinancePal as a combination tool for live bookkeeping and accounting needs. It is an easy-to-use platform that helps small businesses with quality finance-related services and provides a personal touch to all the solutions they might require. In addition, it has plenty of specialists on staff with genuine willpower to support you with the bookkeeping facet of your business. Naturally, small businesses with less complex business books benefit from this company, but it’s also a good option for some medium-sized businesses. Here is the list of industries that can benefit from the FinancePal company:

  • Real estate
  • Online shops and eCommerce
  • Start-ups
  • Construction
  • Restaurants and bars
  • Agriculture

Along with the principle offering, FinancePal’s integrations and add-on offerings make it smooth to personalize business. If someone likes the software program’s efficiencies and the personal attention of a live professional, FinancePal is probably the way to go.

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