Client-ready financial
reports. Without the manual work.
Finvue helps bookkeepers upload financial data, review account mapping, generate polished reports, and add plain-English commentary clients can actually understand.
Sample report using demo data. Finvue is currently in private beta.
Acme Holdings, LLC · December 2025
Monthly Financial Summary
Prepared for Client Review
Revenue
$205,400
+3.8%
Gross Margin
63.0%
−0.2 pts
Net Profit
$65,650
+4.5%
Cash Balance
$461,250
+5.1%
Revenue Trend
Last 6 months
Key Takeaway
Revenue increased compared to the prior period. Gross margin remained near prior-month levels, and cash increased while accounts receivable decreased.
What changed this month
- Revenue+$7,550
- Cash balance+$22,500
- Accounts receivable−$2,900
What clients see
Reports designed to be read, not decoded.
Every Finvue report leads with the takeaway, then the numbers — so non-financial clients understand the story in seconds.
Plain-English commentary
A clear story, not a spreadsheet.
Each report opens with a written summary explaining what changed and why — no jargon, no ambiguity.
KPI snapshots
The metrics that matter, up top.
Revenue, margin, and profit at a glance — with trend indicators clients instantly recognize.
Executive summary
Decisions clients can act on.
A short, focused summary highlighting what's working, what to watch, and where to steer next month.
Monthly reporting should not feel this manual.
Bookkeepers often spend too much time preparing reports that clients still struggle to understand.
Clients skim the reports
Dense P&Ls and cash flow tables get a quick glance — and then forgotten before the next meeting.
Reporting takes too much time
Hours each month go into formatting spreadsheets, writing summaries, and rebuilding the same packet.
Financials lack clear takeaways
The numbers are there, but the story isn't — so clients don't know what to do with the information.
How it works
A simpler monthly reporting workflow.
Upload trial balance
Use Finvue's standard trial balance template to upload your client's monthly data.
Review account mapping
Confirm how each account maps to standard report categories. Mappings are remembered for next month.
Generate report and commentary
Finvue produces KPIs, charts, and plain-English commentary you can edit before sending.
Export client-ready PDF
Export a polished, branded PDF report ready to share with your client.
QuickBooks and Xero integrations are planned for a future release. The current beta starts with upload-based reporting.
Built for modern bookkeeping workflows.
Save time on reporting
Cut hours of manual formatting and copy-paste each month. Spend the time on advisory work instead.
Improve client communication
Plain-English commentary turns numbers into conversations clients actually want to have.
Deliver a premium experience
Polished, branded reports help your practice stand out — and justify advisory pricing.
Pricing
Early access beta pricing
Approved beta users receive reduced pricing for 12 months while helping shape Finvue. All current features are included. Pricing is based only on the number of active clients you manage.
Starter Beta
Up to 3 clients
$19/month during beta
Standard after beta: $39/month
Growth Beta
PopularUp to 15 clients
$39/month during beta
Standard after beta: $79/month
Pro Beta
Up to 40 clients
$79/month during beta
Standard after beta: $149/month
Beta pricing is available by invitation for approved early-access users. After the 12-month beta period, accounts move to standard pricing unless otherwise extended.
Go-forward standard plans are expected to start at $39/month based on client count.
One platform. All current features. Pricing based only on client count.
Founding beta discounts may be available for select design partners.
Private beta
Now inviting private beta users.
Finvue is currently in private beta. We're inviting a small group of bookkeepers to test the reporting workflow, provide feedback, and help shape the product.
See what your clients will actually engage with.
Preview the type of clear, polished financial report Finvue helps bookkeepers deliver each month.
Sample report using demo data.
Start delivering clearer client reporting.
Join early access and help shape Finvue as we build a simpler reporting experience for bookkeepers.