FREQUENTLY ASKED QUESTIONS

Our WHY

We believe every business deserves access to professional-grade financial management, regardless of size or budget.

Our HOW

By combining modular, pre-built Excel templates with customizable components—so businesses get the power of a professional financial system without the cost or complexity of enterprise software.

Our WHAT

Integrated Excel-based accounting, forecasting, and reporting tools—available as pre-built systems or customized to fit your needs.

Our VISION

A world where financial clarity empowers every organization—regardless of size—to operate sustainably and thrive.

Our MISSION

To build affordable, accessible, and powerful Excel-based financial systems for small businesses and impact-driven organizations.

Finpact Solutions is DBA-registered in the United States with a virtual business address while virtually and remotely operated. English is our language of business at this time.

Our virtual business address is as follows:

Finpact Solutions

2100 14th St Ste 107

Plano, TX 75074

Due to the nature of our virtual and remote operations, we request all correspondence be sent by e-mail via our Contact forms.

Solopreneurs, Startups and Small Businesses

​A small business built to support other startups and small business, Finpact Solutions is positioned to be affordable, accessible and powerful, able to provide high functionality and help small businesses get started with financial management and financial reporting so they can focus on growth and making an impact. As an Excel-based financial system, Finpact Solutions does not require internet access to run, making it accessible for small businesses on the move or operating in remote areas. The one-time payment Lifetime Access membership is intended to be affordable to fledgling businesses as an alternative to recurring payment subscription-based market leaders, with the one-time cost recovered within a year of most subscription services. The detailed user manual and step-by-step in-tool instructions bring an educational experience while building the financial management capacity of users.

To help you decide whether Finpact Solutions is the right solution for your business, please check out our Comparison page where we list our differentiating features as well as our limitations.

Incubators and Accelerators

We can partner with incubator and accelerator programs looking for structured templates to handle the double-entry accounting for revenues and expenses, produce dynamic financial statements for stakeholders, and build forecasting models from scratch to showcase the growth potential of their startups. We can also customize additional features, including additional performance metrics, for your program by request.

If your incubator or accelerator would like a product demo to see if Finpact Solutions products is the right fit for your program, please check out our Partnerships page.

Consultants

We are ideal for financial consultants looking for pre-built Excel-based templates for double-entry accounting, forecasting and financial reporting for clients. Our multiple forecasting models allows consultants to support forecasting of various revenue models from scratch, including subscriptions and projects.

Established Businesses

Even established businesses with professional financial system software often need or benefit from having additional Excel-based templates. Whether your business is going through an ERP and needs an interim solution, wants to send and receive financial data from subsidiaries or subdepartments that are not fully integrated, or just wants to work with alternative forecasting models for new revenue lines, Finpact Solutions can work with your business to provide an Excel-based solution.

To help you decide whether Finpact Solutions is the right solution for your business, please check out our Comparison page where we list our differentiating features as well as our limitations.

Our products are built in Excel, which remains one of the most familiar, accessible, compatible and powerful spreadsheet applications used in businesses and organizations worldwide.  We combine Excel formulas, Power Query (Excel’s ETL tool) and Power Pivot (Excel’s data modeling tool) to drive the automation between user inputs and exported results.

To fully run our products, users need desktop Excel 2021 or later which can be purchased with a bundle of Microsoft applications or as part of a Microsoft 365 subscription such as Microsoft 365 Business Standard which offers Microsoft desktop application downloads and 1TB of cloud storage.

VBA and Macros, while powerful, are inherently a higher security risk for malware as they can execute arbitrary code that impacts applications outside of Excel.  Additionally, VBA and Macro scripts are notoriously easy to break and difficult to maintain by anyone other than the original author. Finpact Solutions does not use any VBA or Macros in its products.

Instead, Finpact Solutions runs off the transformation power of Power Query, which is Excel’s in-built data modeling engine designed for stability and maintenance, with transformation steps that can be easily reviewed and fixed if needed. None of Finpact Solutions’ products are externally connected, and all transformations occur within a single template while the data can be imported or exported manually to other templates within the Finpact Solutions ecosystem to prevent malicious malware.

Initially, you will need internet access to log in to your account and access your Product Downloads. Once downloaded, you can choose to use Finpact Solutions products fully offline with a desktop version of Excel, or online (opened with a web-version of Excel or saved to cloud-based storage such as OneDrive).

Our products are built within the Microsoft ecosystem of applications. To continue to use our product without any internet access, users need desktop Excel 2021 or later which can be purchased with a bundle of Microsoft applications or as part of a Microsoft 365 subscription such as Microsoft 365 Business Standard which offers Microsoft desktop application downloads and 1TB of cloud storage.

With desktop Excel installed, you can take Finpact Solutions products with you anytime, anywhere with a laptop, no internet required.

Our Lifetime Access members can access our Product Downloads page under My Account, where all of our latest products and updated versions will be available to you for download as many times as needed. Once downloaded, read or download a copy of our Documentation and learn how to start using our solutions for your business.

If you have unlocked a Lifetime Access membership and are unable to see or download our products, please contact Account Support so that we can get your account in working order as soon as possible.

You are welcome to use Finpact Solutions products for any of your business needs, whether that is financial management for your own business or those of your clients. You may not, however, resell Finpact Solutions products or falsely claim ownership of intellectual rights to Finpact Solutions products.

As a small business, we rely on new Lifetime Access memberships to remain financially sustainable. We sincerely hope that users who are satisfied with our products will encourage others to purchase their own Lifetime Access membership and support our business so that we can continue to serve the small business community and offer powerful financial management solutions at an affordable price for a long time to come.

Finpact Solutions offers four categories of services to help meet additional needs of your business or organization. Our Customizations and Data Migrations services are available only to members. Our Consultations service is available to both members and non-members. Our Partnership service applies to contract-based or project-based agreements for both small businesses and organizations or programs, no membership required.

To request a service, visit each Service page and after reviewing the general scope of services under that service category, click the Request Service button on the page or navigate directly to the service request links in the top menu. The Customization Request and Data Migration Request are accessible to members only, and Lifetime Support members are encouraged to switch to the Priority Service Request Forms when making the request. 

In case there are issues submitting the form, we recommend you save a copy of your request offline before clicking Submit Request. Once submitted, you should receive a confirmation e-mail (also check your Spam/Junk/Other folders) with a copy of your request. 

All service requests are reviewed in the order in which they are received, with additional priority given to Lifetime Support members. We will review the scope of your request and reach out for any additional information (including related files) needed. Requests are accepted on a case-by-case basis, depending on feasibility and constraints. Lifetime Support members are also eligible for an additional 25% discount on service quotes (excluding Partnerships).

For all service requests, the request may be withdrawn without penalty after receiving and reviewing price quotes.

For Customization and Data Customization requests, once the request has been accepted and payment made, clients are entitled to full refunds for any service terminations initiated by Finpact Solutions owing to technical limitations or inability to fulfill the request terms within the rates.

For appointment-based Consultation requests, appointments can be cancelled or rescheduled without any fees at least 48 hours before the scheduled appointment to avoid any fees. For cancellations or changes made within a 48-hour window of the appointment time, a USD 80 fee applies to help cover any inconveniences, while a USD 160 fee will be charged for no-shows (after a 10-minute grace period for connectivity difficulties) and any residual booking amount refunded. 

For non-appointment Consultation requests, once an estimate of the scope of work has been completed, we will provide a price quote, at which time you may choose to withdraw the request. Clients are entitled to full refunds for any consultation service terminations initiated by Finpact Solutions owing to technical limitations or inability to fulfill the request terms within the rates.

For Partnership requests, requests may be withdrawn without penalty during the negotiation process, before payment is made and work begins. After work has begun, cancellations/refunds/terminations will be determined by the terms of the agreed contract. 

Yes! Members can access the latest versions of all Finpact Solutions products when logged in to their account, including any bug fixes, newly released features and add-on products. Please see our Documentation for information on how to migrate data from an older template to a newer template. If you need additional support, please contact Product Support or request a Service quote.

No, Finpact Solutions does not run sales promotions. This way, new users can choose to purchase our one-time payment Lifetime Access membership at the time most convenient for them.

The only discount available is via new memberships registered with an Affiliate coupon code, which provides a $20 discount on our Lifetime Access membership. Existing users may request an Affiliate coupon code to share with their network.

Your one-time payment Lifetime Access membership guarantees you access to all of Finpact Solutions products regardless of whether the membership price changes later. As a small business whose mission is to make financial management accessible to 

Affiliate links and codes are available to existing Lifetime Access members by request. Members can fill out an Affiliate Request form to receive a custom coupon code which they can then share with their network to provide new members with a $20 discount on a new Lifetime Access membership when they register using the coupon code.

All new paid Lifetime Access memberships are automatically allocated 1 Impact Credit. Impact Credits can be donated to one of the Featured Startups on our platform, gifting them Credits towards a free membership or free services. By joining and supporting Finpact Solutions, you are sharing the positive impact with extraordinary changemakers around the world.

To gift your Impact Credit(s), check out the Startups currently featured and when you find one that you want to support, fill out the Donate Credit form and select your chosen startup from the dropdown list. Impact Credits have no expiration date, so check back later for new featured startups if you haven’t found one with a mission you wish to support. 

Due to the nature of digital downloads, our Lifetime Access memberships are unfortunately non-refundable. Should you have concerns or questions regarding your purchase, we welcome you to contact Product Support so that we may better understand your business needs and work with you to achieve a satisfied outcome.

Before making a purchase decision, we encourage you to check out our Comparison page where we list our differentiating features as well as our limitations to help you decide whether Finpact Solutions is the right solution for your business.

All available documentation on how to use Finpact Solutions products and how to troubleshoot the most common issues can be found on our Documentation page. For any questions or issues not addressed on the Documentation page, we provide e-mail support and welcome you to send a ticket to Product Support describing the issue for our review. If needed or helpful, we can also arrange a web call over Microsoft Teams or Google Meet to help resolve the issue.

For any bugs, we will assist with rectifying the issue and releasing an update to all our Lifetime Access members. For template-specific errors, usually caused by a non-accepted input, we will help pinpoint the issue for resolution. For errors that are beyond a simple resolution, we may work with you to migrate your data into a fresh template free of errors.

Sometimes you might need more specialized support for data migration, customization and other. These can take anywhere from minutes to hours or days, depending on the complexity of the ask. Please contact Product Support to see if your request is considered basic enough to be covered directly within your membership. A Lifetime Support membership plan provides a wider scope of covered support than the base Lifetime Access membership plan. If the scope of work exceeds the level of support offered under your membership plan, we can evaluate the scope of work and provide a pricing quote through a requested Service.