For fractional CFOs, accounting and CAS firms, and corporate-services providers in Cyprus and the UAE - one place to run every client's reporting, on whatever books they keep.
When a client asks "where does this come from", the answer is two clicks away - not a half-day in exports. Even Anaplan's drill-through only goes to a staging table against the total; Cube has no drill-down at all.
QuickBooks, Xero, Zoho Books, Odoo and Stripe, read into one model. Joiin consolidates Xero with Xero. LiveFlow syncs QuickBooks with QuickBooks. A partner's portfolio is almost never sitting on one platform - that's usually why there's more than one tool involved already.
Among Jirav, LiveFlow, Kudwa, Datarails, Cube, Abacum, Drivetrain, Runway and Agicap, only Jirav publishes a price. You can quote a client a number without booking a call with us first.
Standardized reporting across every client's books, on whatever they run - Odoo, QuickBooks, Xero or Zoho Books - without rebuilding a template each time a client's stack differs.
One dashboard to show every portfolio company its own numbers, in its own currency, instead of a spreadsheet per entity.
The reporting layer you'd otherwise assemble by hand for each client, built once and reused across the whole portfolio.
Buying an Advisor-account and joining the Partner Program aren't alternatives. They're two separate things you can do with Finrely, and nothing stops you doing both.
| Who pays whom | Who it fits | |
|---|---|---|
| Advisor-account | You pay us for the portfolio | You service the client yourself, inside Finrely |
| Referral | We pay you 20-25% recurring, for 12 months | You hand the client to us; we service them |
One person can run both offers - for different clients. Not for the same client: paying us for a client and earning commission on that same client is a conflict, so it's one offer per client.
Hand us a client and we service them. You earn 20-25% of what they pay us, every month, for their first 12 months - paid on what actually gets billed.
Example: 25% on a Pro-plan client ($149/mo) works out to about $37/month per client - about $444 in the first year.
12-month beta price lock
Up to 15 companies in one portfolio - for groups and holdings - 6 to 15 entities.
More than 15? Talk to us - custom portfolio pricing.
See full plan detailsYour logo and accent colour on the cover of every board pack you send - alongside "Powered by Finrely", not instead of it.
We connect one of your clients and show the product on their real numbers - before you commit to anything.
Questions go straight to the person building this, not a support queue. That won't always be true - it is right now.
AICPA ET §1.520.001 prohibits a CPA firm from accepting a commission for a product from a client to whom it provides attest services - an audit or a review. Where commissions are permitted, they must be disclosed to the client in writing. If that's your situation, the Advisor-account is still available to you - and so is the co-branded Board Pack, on Pro or Advisor - without a monetary commission attached. Better to hear that from us now than from your own compliance review later.
Four questions - everything else, we'll work out in the first email.