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Firm Pricing: Go All-In

Firm Pricing: Go All-In

60 day money-back guarantee
Unlimited access to Accruer, Booker, and Wrangler to automate everything.
Clients
Monthly price per Client
$65
Monthly Price
$65
Annual Price
$780
Pricing scales as your firm grows.
Pilot Program

Pilot Program

60 day money-back guarantee

Most Popular
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Guided Launch

$299/mo*
  • Unlimited access to Accruer, Booker, and Wrangler to automate everything.
  • Unlimited users
  • Premium Support (weekly calls with our implementation team)
  • Goal: 20 automated workflows
  • Early access to Beta features
* After the plan's automated workflow goal is achieved, teams move to bundled pricing.
ROI Calculator

Is FinOptimal worth it?

Adjust inputs for your firm to calculate projected savings.

Average Labor Rate
Hourly cost of your employees' time to the firm.
Hours Saved Monthly
Average time saved per client using FinOptimal.
FinOptimal Cost
Average cost per client based on current customer usage.
Clients on FinOptimal
Number of clients you use FinOptimal for.
Projected Savings
$12,000
✓
Perfect Accuracy
Calculates to the day and seamlessly adjusts to new info without restating closed periods.
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Audit-Ready Always
Easily retrieve an audit-ready schedule from FinOptimal and export to Excel or Google Sheets.
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Happier Team
Reduce data entry for accruals by 97% and enable your team to focus on higher-value activities instead of tedious manual tasks.
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Grow Capacity
2x your firm's team capacity, just like we did.