Finally Review

Tuesday, June 17th

2025 Bookkeeping Service Reviews

Finally

• Pricing now hidden, but previously started at $89/month
• AI-powered automation for real-time transaction categorization and financial data processing
• Comprehensive integration ecosystem including QuickBooks, Xero, Stripe, Salesforce, Shopify, Gusto, and Square
• 24/7 access to financial data through a unified dashboard
• Automated anomaly detection and financial irregularity alerts
• Options for both cash-based and accrual-based accounting
• Bill pay management with 1099 administration (in higher tiers)
• Employee expense management tools available
• State sales tax filing support included in Pro and Premium plans
• Corporate card offering available in Premium tier

Founded in 2018 by three tech entrepreneurs who felt the pain of messy books firsthand, Finally set out to revolutionize small business accounting. Their solution? An AI-powered platform that automates everything from transaction categorization to anomaly detection. Your financial data is processed in real-time, giving you a 24/7 snapshot of your business health.

Finally wants to be your all-in-one financial hub

You'll find all your favorite tools here - QuickBooks, Xero, Stripe, Salesforce, Shopify, Gusto, and Square all integrate seamlessly with Finally's dashboard. Want to manage multiple financial tools without juggling a dozen tabs? Finally promises to put everything you need in one place.

The promise (and potential pitfall) of full automation

Finally's AI engine does all the heavy lifting now - categorizing transactions, flagging irregularities, and even making financial recommendations. While the technology comes with a lot of lofty promises, Finally appears to have shifted away from their previous model of human oversight, and that's typically not a great sign. We'll cover how this automated approach holds up in real-world use a bit later on.

Pricing structure has become less transparent

While they previously offered a starter plan at $89 monthly with clear features, Finally has now moved to a completely opaque pricing model where you'll need to call for any pricing information - which seems like a setup for aggressive sales tactics. (They are also the only bookkeeping service in our review to conceal all pricing info this way.) Their tiered "all-in-one” structure includes:

• Starter: Basic automated bookkeeping, 2 linked accounts, quarterly reports, cash-based accounting, and essential tools like invoicing and payment processing
• Pro: Everything in Starter plus monthly reports, cash or accrual-based accounting, 4 linked accounts, payroll management, and tax filing
• Premium: Adds employee expense management, class tracking, and a corporate card to the Pro features

Finally does offer a stripped-down plan with just basic bookkeeping services, without invoicing or expense management. However, without transparent pricing, it's difficult to assess whether this simpler option offers any real value. You'll need to make a sales call to learn how much you could save with the basic plan.

Reviews are either very positive or very negative

While some clients rave about Finally's service and praise specific representatives for their attentiveness, there's an alarming pattern of inconsistency in customer experiences. Even though 80% of reviews are positive, the negative experiences are serious enough that they should give you pause.

Service quality ranges from excellent to catastrophic

On the positive side, some clients describe remarkable transformations - getting years of disorganized books cleaned up within 8-12 weeks and receiving consistent, detail-oriented service afterward. But the horror stories are equally dramatic: clients report paying for months without seeing any work done, books being categorized incorrectly, and in one particularly troubling case, a supervisor allegedly stated they only promise 50% accuracy. Multiple reviewers mention being "ghosted" by the company, with response times stretching beyond two weeks.

Disappointing execution fails to match ambitious promises

Finally's pivot to opaque pricing and concerning pattern of customer service issues makes it difficult to recommend. While their AI-powered bookkeeping platform shows promise, with some clients reporting excellent results, the concerning number of catastrophic failures suggests fundamental operational issues. Finally needs significant improvements in transparency, consistency, and customer support before it can be considered a reliable bookkeeping solution. Until then, small-to-large businesses alike would be wise to explore more established alternatives.