Help & FAQ
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How to engage Finel — 3 steps
- 1
Get a free books health check
Email books@finel.ai or use the "Free books health check" button on books.finel.ai/canada. A 20-minute look at your current books (Canada-specific) — what's off, what clean looks like, and what it should cost. No cost, no obligation.
- 2
Connect & catch up (week 1)
If it's a fit, I connect your accounting + bank / billing / payroll feeds and pull your history — your team just gives me read access, that's it. Behind a few months or years? Catch-up is a one-time cleanup, quoted up front. Then you start fresh on a month-to-month plan.
- 3
Monthly operations (zero effort from your team)
Books closed and reconciled, filings prepared, and a plain-English monthly report — your team gets a cockpit login but doesn't need to learn anything. You approve every filing; I run everything else. Month-to-month, cancel anytime, and you keep your books.
Service
Health check
Pricing
Getting started
Keyboard Shortcuts
Press ? anywhere in the app to open the shortcuts panel.
Still need help?
Prospects: email books@finel.ai — same-day reply, Mon-Fri.
Active customers: email info@finel.ai — 24-hour SLA on Finance Ops and up; dedicated Slack channel on Controller and Fractional CFO.