Finbooks Human plans are designed for users who want to fully delegate their accounting to a professional, without having to manage anything themselves.
Unlike standard subscriptions, with a Human plan you don't need to use Finbooks on your own. Instead, a dedicated expert will take care of everything for you, from importing transactions to generating your fiscal reports, whether your portfolio includes crypto assets, traditional finance instruments, or both.
ℹ️ Please note: the Human Trader and Human Unlimited plans do not include video call support minutes, which are included in the Trader and Unlimited plans. This is because we take care of all the account management ourselves, so support calls are not necessary.
What’s included in the Human plans
Your dedicated expert will manage the entire process, from connecting your transaction sources to generating your final tax reports:
connecting wallets and exchanges to your Finbooks account
converting unsupported CSV files into a compatible format
managing differences, missing prices, negative balances, transfers, and special cases
analyzing transactions to identify errors or inconsistencies
generating tax reports to be delivered to your accountant or used independently for filing your tax return
🚨 Important: Human plans include only one accounting service per year.
If the subscription period covers two fiscal years (for example: activation on 15 April with expiry on 14 April of the following year), the user can choose which of the two fiscal years to request accounting for, but not both.
⚠️ First year of Human subscription: in the case of a first Human subscription, whether it is a new subscription or a switch from a regular plan, the Crypto Accounting Service also includes the complete recovery of historical accounting records for previous years.
How Human plans work
Step 1: Schedule your first call
After purchasing a Finbooks Human plan, you will receive an email from one of our experts with a link to book your first call. During this call, you will be able to explain your financial activities and plan your accounting together.
Step 2: Collecting documentation
Consultations are carried out through one-on-one video calls with one of our analysts. We will guide you step by step in collecting and preparing all the necessary documentation.
Step: 3 Processing the accounting
Your dedicated expert will import your transactions, resolve any technical issues or discrepancies, and analyze all operations to ensure consistent and compliant reporting.
Step 4: Final call with delivery of tax report
Once the analysis is complete, your tax report will be delivered during a dedicated video call. You will have the chance to approve it or highlight any inconsistencies. If any issues are confirmed, the expert will perform the necessary checks and make any required corrections before final delivery.
Guides on how to manage Human plans
If you want to activate, deactivate or upgrade/downgrade your Human plan you can check this articles: