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FinOptimal

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6 reviews
  • 1 profiles
  • 1 categories
Average star rating
5.0
Serving customers since
2014

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Star Rating

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FinOptimal Reviews

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6
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Timothy M.
TM
Timothy M.
05/16/2025
Validated Reviewer
Verified Current User
Review source: Organic

What a simple to use timesaver!

A very simple system to use that has saved me a ton of time on month end entries for prepaids and revenue recognition. Implemented in a matter of minutes for 10 of my clients that have revenue deferrals that are all now automated. As long as I remember "for the period of", the system works effortlessly in the background, and has nice lapsing schedules for prepaids and deferred revenue. Every have a questions, they are super responsive.
Tailor H.
TH
Tailor H.
I demystify finances for $5-50M SMBs | Founder @ Celerity Accounting | 40 under 40 CPA
05/16/2025
Validated Reviewer
Review source: Organic

Accruer is an absolute staple for any accounting firm or accountant!!!

I can go from cash basis to accrual basis only using a sentence. It makes the process so painless and easy + we get auto-reconciled reports at the end of the month.
Jesse R.
JR
Jesse R.
02/20/2025
Validated Reviewer
Verified Current User
Review source: Organic

End-to-End Automation is the Be All and End-All

I have to give Accruer the smallest possible amount of information necessary in order for it to perform what would otherwise be a multi-JE, complicated workflow. I don't have to leave QuickBooks Online to use it; I just enter "for the period of December 16, 2024 to February 15, 2025" into the memo of the bill, or invoice, or whatever, and Accruer books all the downstream entries. If I update or even delete the parent entry, all the relevant entries snap into place within seconds with no further action from me. Once I integrated it for one of my clients and learned how to use it, the next 50 were easy to implement. As with FinOptimal's other products, if I ever hit a snag, their customer success team is highly responsive and gives thoughtful answers. I use this product constantly for probably 80% of my client base. It's rare that an accounting product buys me this much time back. I can tell it was built by an accountant.

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HQ Location:
Houston, US

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What is FinOptimal?

FinOptimal, accessible at finoptimal.com, is a financial services company specializing in providing automated accounting solutions to businesses. The company leverages advanced technology and automation tools to streamline and optimize financial processes such as bookkeeping, reconciliation, and reporting. Their services are designed to enhance accuracy and efficiency, allowing businesses to focus more on core activities and strategic growth. FinOptimal aims to integrate seamlessly with existing financial systems and offers scalable solutions tailored to meet the specific needs of each client. Whether for small startups or large enterprises, FinOptimal delivers professional, reliable, and cost-effective financial services.

Details

Year Founded
2014
Website
finoptimal.com