Finmark Reviews & Product Details

Finmark solves the problem of budgeting, modeling, and KPI dashboard for most of our clients. Not only can we build out their cash-burn budget, but we can also build out their modeling for fundraising, their KPI Metrics dashboard for the management team, and pull in their actuals from their accounting systems. Our clients love the Finmark service and are always in awe once it is implemented. For the cost, it is a lot of bang for the buck. And you can use Finmark as your daily management tool and not have to go into the accounting system. All the financial data is at the tips of your fingers. Review collected by and hosted on G2.com.

As a startup itself, the product continues to evolve and iterate. Like most startups we love, we wish they could iterate faster and faster. We love having input into the product roadmap and also being able to implement the new features for our clients. Review collected by and hosted on G2.com.

Finmarks UI is really well thought out. Once your numbers are in, you can literally visualise each department and plan accordingly. The level of control of being able to scale automatically once specific milestones have been reached is time-saving. Review collected by and hosted on G2.com.

It's complicated at first - you have to understand how to use formulas in order to scale projections for example. There are clear instructions available and the team is extremely helpful in getting you trained up. Nothing was ever too much trouble in guiding us through those initial steps. Review collected by and hosted on G2.com.

Simple to use formula-driven assumptions make the development of complex models possible. Customizable dashboards are super useful when displaying KPI's to stakeholders. Review collected by and hosted on G2.com.

Nothing to complain about at this time - the software is constantly improving. The balance sheet is a little light but improving. We've provided feedback to product dev, and they're on it! Review collected by and hosted on G2.com.

I love the flexibility- we have 3 different revenue models that rely on multiple variables with complex dependencies, and Finmark handled it all! But it's also simple and intuitive enough that I was able to offload a lot of the setup and maintenance to other team members after previously being the only one managing a very confusing excel model. And I can't leave a review without mentioning their amazing customer support team! They were always available for last minute calls, took our questions seriously and followed up with solutions, and were all around pleasant to work with :) Review collected by and hosted on G2.com.

Deeper integrations with some of the other tools we work with would be helpful, but I know those take time. It was great being able to pull quickbooks data, but more robust syncing back from Finmark to quickbooks would've avoided the need to login to quickbooks directly. Not a big deal once we got everything set up and pulling from quickbooks correctly though. Review collected by and hosted on G2.com.

I really liked how easy it was to use once you get your head around it all. Once you know how it works it becomes so easy and great to play around with other possible financial models. Review collected by and hosted on G2.com.

Can be quite confusing to start with but the Annika was incredibly helpful and always on hand to walk me through. The team were fast to reply and made everything easy to digest and learn. Review collected by and hosted on G2.com.

It is very easy to use and provides plan comparisons so you can compare many different scenarios. The integration with Xero works well and allows us to compare forecaster with actuals. Review collected by and hosted on G2.com.

The ability to input debt injections for a single month doesn't seem to exist at the moment. The initial setup can be a long process but I don't see how it can be made more efficient. Review collected by and hosted on G2.com.

The support team is super helpful and they are always happy to come up with creative solutions to potential tech limitations. I've never run into an issue that I couldn't resolve as a result of the awesome support team. They're also super down to hop on a call to collaboratively troubleshoot. All in all, an exemplary support team. Review collected by and hosted on G2.com.

I consider myself to be a quick learner, but some things weren't super intuitive at first. I think a more extensive help center, with more examples, could have made my experience slightly better Review collected by and hosted on G2.com.

The formulas feature allowing me to scale in an easy way hires and other changes based on several factors. And of course integration to QB and Xero Review collected by and hosted on G2.com.

Some features are buggy, and there is a bit of a learning curve on where to go to tie things together correctly. Review collected by and hosted on G2.com.

Finmark makes it incredibly easy to project out different scenarios and how it affects burn / runway! Review collected by and hosted on G2.com.

The software is targeted towards SaaS businesses, we have a hardware component making it difficult to be the only model to rely on for projections. Review collected by and hosted on G2.com.

The software allows you to model your revenue and costs in a very succinct manner. This makes it so much easier than setting up a complex spreadsheet. The support from Finmark is just incredible. Review collected by and hosted on G2.com.

Nothing - everything is awesome. It does take a bit to understand how to use the variables but it is not something that is negative. In fact, it makes it easier to model complex planning. Review collected by and hosted on G2.com.