Finbooks

The NextGen plan

Free accounts limitations

Change account login password

Change payment method

How to request account email change

Promo/discount codes use cases

Right of withdrawal

Why is it necessary to import the entire transaction history?

What happens if I don’t renew my Finbooks subscription after it expires?

Competitor refund procedure

Manage your Finbooks profiles and your subscription plan

Profiles and Plans

What are profiles?

Create a profile (Family plan only)

Profile management

How to delete a profile from your account (only for Family plan)

Profile Management

Regular Plan Upgrade

Regular Plan Downgrade

Cancel your Finbooks subscription

Transaction limit criteria and calculation

Learn how to manage your regular subscription.

Regular Subscription Management

Finbooks Human: full accounting management by our experts

How to switch from a regular to a Human plan

Human Plan Upgrade

Human Plan Downgrade

How to switch from a Human to a Regular plan

Learn how to manage your plan with the Crypto Accounting Service included.

Human Subscription Management

How to enable the Traditional Finance section

Learn how to enable or disable the Crypto and TradFi investment sections

Crypto and Traditional Finance activation/deactivation

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.