Plans and limits
Last updated: 16 September 2026
Every Finrely plan, including Free, includes reporting, source connections and AI Insights — there is no plan that locks these out entirely. What scales with plan is how many companies and users you can have, how far back your history goes, and how many AI Insight generations you get per month.
| Plan | Companies | Admin users | Viewers | History | AI Insights / month |
|---|---|---|---|---|---|
| Free | 1 | 1 | 1 | 24 months | 3 |
| Core | 2 | 2 | Unlimited | 36 months | 20 |
| Pro | 5 | 5 | Unlimited | 36 months | Unlimited (fair use) |
| Advisor | 15 | 15 | Unlimited | 36 months | Unlimited (fair use) |
- Companies is the number of separate companies you can connect and report on under one account.
- Admin users are full-access seats; viewers are read-only seats.
- History is how far back Finrely will keep and show reporting periods for a company, independent of how far back a source sync itself looks.
- AI Insights / month is the number of AI Insight generations available per company each calendar month.
No paid plan is required to connect an accounting source, run P&L / balance sheet / cash flow reports, or use AI Insights — all of these are available on Free.