Tired of Manual Journal Entries?

Automate deferred revenue, prepaid expense, and fixed asset accounting in seconds, directly in QuickBooks.
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What if accountants learned to code?

Up until now, accountants accepted a bleak status quo. Sure, technology was available, but it never actually served their needs. We set out to change that by combining our engineering and accounting expertise.

And the result? Tools that work with accountants, instead of against them.

Finally, software that puts accounting first.
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Access to realtime data from anywhere with one click
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Hyper-efficient accounting services at a fraction of the cost
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Partnership programs that your team will love

What Does Automation Do for Your Accounting?

Automation-powered accounting helps accountants and business owners do the following:
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Save time on accounting tasks.

No more back-office errors. Repetitive transactions and large, complex data sets are handled instantly.
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See your business performance in real time.

Data moves seamlessly between your tech-stack and QuickBooks. Accruals and allocations occur automatically.
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Rev up your margins.

Firms increase revenue by serving more clients faster. Businesses save money on reduced accounting costs. Win Win.

The People Have Spoken

Efficiency, scalability, and visibility is what we’re getting from FinOptimal. When we started working with them, we had very manual processes that bogged down our team. FinOptimal’s team took the time to understand our business and deliver something designed just for us. They automated two of our biggest pain points, freeing up a ton of time immediately and setting us up to continue growing without additional costs. On top of the process automation, they also acted as thought partners to build us powerful dashboards that enable us to make better decisions faster using accounting data we can trust. I can’t imagine running a business on QuickBooks and not using FinOptimal to supercharge our financial operations and accounting.

Ilan Saks
Founder & CEO
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FinOptimal has built and maintained our customized accounting system. Basically, everything that we are able to define in our financial operations and accounting processes, they automated for us or provided us. Their automation is tremendously thoughtful and tailored to our specific business needs which has enabled us to scale our business without inflating headcount, while increasing the speed and efficiency of our monthly close and significantly enhancing the accuracy and integrity of our data.

Meir Rotenberg
Director of Finance at Spiff
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As a bean-to-bar chocolate manufacturer and a premier CPG brand, Raaka had complicated operations. They had omni-channel sales and a complicated manufacturing process. They were really struggling under the weight of their financial operations and a Netsuite implementation was too costly for their size, yet Quickbooks (and a bunch of other disparate financial software) was leading to a tremendous amount of manual data entry and data consolidation to just get a quarterly close. FinOptimal integrated Quickbooks with all their revenue streams to allow Raaka to have a super accurate view of their revenue by channel, and helped automate Whole Foods reporting. We also helped automate their expense allocations and the automation of a complicated payroll process. FinOptimal has been there side-by-side to help with ad hoc requests as new sales channels open. "Not only have I been able to keep overhead low as I’ve scaled my business through FinOptimal’s automations, but I have clear, clean, actionable data and auditable financials for my stakeholders."

Ryan Cheney
Co-Founder Raaka Chocolate ‍
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"As a franchisee, what I appreciate most about FinOptimal is the scalable accounting system they built for me. In our time working together my location count has continued to increase, but my back-office costs have stayed very reasonable. Their integrations automate a complex payroll cycle and give me visibility into my metrics, and that helps me report performance to HQ in an incredibly streamlined way!"

Liz Weiner
CFO of six School of Rock franchises
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“As Excel Sports Management has expanded and diversified into a full-service sports agency serving both athlete and B2B clients, FinOptimal has allowed us to scale rapidly without sacrificing the accuracy or timeliness of payments or financial reporting. FinOptimal’s highly customized, technology-forward tools have streamlined our billing and expense management processes, allowing us to track revenue and expenses on a granular basis to support real-time business decisions. They have largely automated our monthly close, saving a tremendous amount of time. We have been clients for over seven years and are incredibly pleased with the value. We have not encountered a competitor with the experience and expertise to build and operate our back-end financial operations at scale.”

Phil Mayer
CFO at Excel Sports Management
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Recent Blogs

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Common Sense Accounting for Startups

November 6, 2023
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Tom Zehentner
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Streamlining Accounting Processes: RPA vs. API

October 11, 2023
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Tom Zehentner
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PayPod: Simplifying Accounting 🎧

May 23, 2023
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Jesse Rubenfeld
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Your Questions, Answered

01

Do you replace QuickBooks?

No. We are not reinventing the wheel or building a new general ledger. Everything we offer enhances and extends your QuickBooks Online experience.

02

Do you provide software or services?

We primarily offer software. See our Apps or inquire about our Early Access Program. We do still offer Full Service (e.g. accounting services) to a select group of businesses that fit our specific requirements. Our Full Service clients get access to all of our tech (and even earlier access to new apps), plus our accountants to make sure everything is working correctly and your books are closed quickly.

03

What kind of software do you offer?

QuickBooks Apps written in Python. We do not use any low-code tools or RPA. Everything we offer is used by our own accountants daily on our own clients. If we don't use it, we don't sell it.

05

What kinds of companies do you work with?

Accounting firms who have clients on QuickBooks Online, and businesses who want tech and/or team to streamline their internal finops and accounting function.

06

How do you work with accounting firms?

We help accounting firms eliminate manual journal entries and report manipulation. We reduce the time your team spends in spreadsheets.

It's not AI. It's Magic.

Automation won’t replace accountants. Accountants who embrace automation will replace accountants who don’t.
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