We know it’s difficult to sift through the thousands of financial templates and tools on the market and choose the one that provides the most value for your business AND matches your core values. Which is why we break down what makes us different from competitors, and what we do and do not offer. We present this to help you decide if Finpact Solutions is the right solution for you at this stage of your company’s growth. If you have additional questions, we welcome you to Contact Us for more info before making any purchase decisions.
$279
Lifetime Access
$99
Email Download
Starting at USD $1149 / year
$23 / month (Lite),
$43 / month (Plus),
$70 / month (Premium),
+$11 / month per user
$27 / month (Early),
$59 / month (Growing),
$97 / month (Established)
$38 / month (Simple),
$85 / month (Essentials),
$140 / month (Plus),
$340 / month (Advanced)
1 user or
+$11 / month per added user
1 user (Simple),
3 users (Essentials),
5 users (Plus),
25 users (Advanced)
Available on Plus or Premium only
Available on Plus or Premium only
Available on Plus or Advanced only
7 Built-In Forecasting Models
Additional Cost for Third-Party Forecasting App
Available on Advanced only (average of historical actuals)
Manually by Amount
Available on Plus or Advanced only (by amount or based on actuals)
Available on Plus or Premium only
Available on Plus or Premium only
Available on Plus or Premium only
Semi-manual
Semi-manual
Capped by Plan
5 clients (Lite),
50 clients (Plus),
Unlimited clients (Premium)
Capped by Plan
20 invoices (Early),
Unlimited invoices (Growing or Established)
Weighted Average and FIFO
Weighted Average
Additional Cost
$39 / month
(Excludes Early plan)
Weighted Average
Additional Cost
$40 / month or included in Plus or Advanced plans
FIFO (online)
Weighted Average (desktop)
Limited to calculating payroll expense and withholdings
Limited to calculating payroll expense and withholdings
Additional Cost
$40 / month
plus $6 / employee
Additional Cost
$36 / month
plus $6 / employee
Additional Cost
$50 / month
plus $6.50 / employee
Phone
Chat
Chat
Newest versions downloadable with Lifetime Access
WHY CHOOSE US
WHY CHOOSE US
We believe that every entrepreneur deserves a chance to succeed. We designed our solutions to better serve entrepreneurs and small businesses looking for an alternative that offers compelling advantages over other leading brands. Below, we’ve listed our key attributes to help you decide whether Finpact Solutions is right for you and your business.
Work Offline
Work anywhere, anytime. No internet required (just Microsoft Excel).
SAVE MONEY
Save money with a one-time Lifetime Access purchase, no recurring expensive subscription or add-on costs.
COLLABORATE EASILY
Share and collaborate with unlimited users, consultants, accountants and stakeholders. Save multiple copies for various edits or historical periods.
CUSTOMIZE
Customize additional account names including 10 revenue, 10 indirect revenue, 8 billable labor, 10 direct cost, 8 indirect labor and 10 operating expense accounts. Customize reports by adding or removing Pivot Table fields, filter reports by date or metadata, and more.
ALL-INCLUSIVE FUNCTIONALITY
Unrestricted access to key financial reports including the income statement, balance sheet, statement of cash flows, general ledger, general journal and trial balance. Track inventory and calculate Cost of Goods Sold with our custom Inventory Manager. Calculate payroll expenses and generate unlimited invoices. All at no extra cost.
BUILT-IN P&L FORECASTING
Forecast from scratch with 7 built-in models including OPEX by Amount or by Headcount, and P&L by Amount, by Unit Economics, by Project, by Customer Subscription or by Proposal Probability. Save and convert a version of Forecast as Budget for comparison.
INDIRECT RATE COMPATIBLE
Compatible with businesses that recover shared operational costs through indirect rates. Calculate indirect rates from scratch in our custom Indirect Calculator. Apply predetermined indirect rates to eligible direct costs to determine indirect cost recovery revenue.
NO VBA OR MACROS
Reduce security risks no Macros, VBA, or external connections. All automation and transformations are designed using Excel formulas, Power Query and Power Pivot.
CHAMPION FOR IMPACT
Last but not least, you are inspired to support a business that champions impact startups and small businesses who want to make the world a better place. This is our greater purpose–to empower entrepreneurs to make a positive difference in their communities and for the world.
OUR LIMITATIONS
OUR LIMITATIONS
We believe in transparency and matching solutions to the needs of businesses. Our products are especially designed for small businesses, early startups and entrepreneurs who don’t yet need all the bells and whistles of leading online subscription services. As businesses grow, so will their financial needs and there are more comprehensive (and more expensive) solutions for businesses of those sizes and complexities. If you need services we do not offer, we encourage you to explore many of the wonderful subscription-based online financial accounting and financial management solutions available, some of which we break down comparisons against in the Brand Comparison table.
NO AUDIT OR TAX SUPPORT
Do not choose us if you are looking for a professional accounting service that offers auditing assistance, tax assistance or regulation advice for your industry or country of operation.
NO AI SUPPORT
Do not choose us if you want AI agents to help edit or analyze your data. With us, you retain full control of your data and edits, no surprises.
NO API CONNECTIONS
Do not choose us if you want to be able to directly connect with other applications and online services such as banking or payroll for advanced automation.
NO MULTI-FACTOR AUTHENTICATION
Do not choose us if you want the added user security features of online services such as multi-factor authentication (SMS codes, authenticator app codes, email codes, etc).
REQUIRES EXCEL
Do not choose us if you do not want to use Excel-based tools. Our products are built in Excel to provide the greatest functionality, accessibility and compatibility for the majority of users worldwide.
not for LARGE BUSINESSES
Do not choose us if you are looking for a financial system to handle the complex needs of larger, more established businesses. As businesses grow, so does their need to invest in more advanced, automated and integrated financial systems to facilitate that growth.
GENERAL
Still not sure if Finpact Solutions is right for you? Send us a message with your questions or concerns and we’ll help you better understand whether our solutions serve your needs.