FinBoard Month-End Close

Spec sheet

What it does

FinBoard provides a governed workspace covering general-ledger accounting, reconciliations, accruals, fixed assets, consolidation and board reporting for multi-entity groups.Read 15 Oct 2026 · finboard.ai

Purpose

FinBoard Month-end close provides a governed workspace for multi-entity groups to run close from cutoff through consolidation.Read 4 Oct 2026 · finboard.ai

Intended users

The product is presented for multi-entity groups across restaurants, construction, retail, e-commerce, healthcare, and software and services.Read 4 Oct 2026 · finboard.ai

Deployment

The product page says implementation can be live in 30 days or less and describes a typical close as five days.Read 4 Oct 2026 · finboard.ai

Integrations

FinBoard's engagement page lists QuickBooks, NetSuite, Xero, Sage Intacct, Snowflake, BigQuery, Workday, Rippling, HubSpot, Salesforce, Stripe, Ramp, Brex and Gusto as sources it connects to.Read 4 Oct 2026 · finboard.ai

Support

Every plan is described as including finance-expert support seven days a week, dedicated implementation and video-call screen sharing through email, Zoom or Slack.Read 15 Oct 2026 · finboard.ai

Company

The site identifies the maker as FinBoard, Inc.Read 4 Oct 2026 · finboard.ai

AI data control

For customers using the AI Agent, customer data is not used for model training or generalized improvement unless the customer explicitly opts in; the setting is off by default.Read 15 Oct 2026 · finboard.ai

AI governance

FinBoard describes its AI as auditable, explainable and fully traceable, with human approval before entries are booked.Read 4 Oct 2026 · finboard.ai

API and SDK documentation

The opened help-center topic list documents product workflows but contains no listed public API or SDK section.Read 15 Oct 2026 · help.finboard.ai

Board packs

AI-generated packs contain executive summaries, consolidated profit-and-loss, balance-sheet and cash-flow statements, KPI scorecards and traceable narrative.Read 15 Oct 2026 · finboard.ai

Company location and age

F4 lists FinBoard in India, founded in 2025, with 1–10 employees and seed stage.Read 15 Oct 2026 · f4.fund

Connector coverage

The homepage displays QuickBooks, NetSuite, Salesforce, Workday, Bill.com, Toast, Procore, BuilderTrend and Epic, plus more than 100 connectors.Read 15 Oct 2026 · finboard.ai

Consolidation

The close workflow applies foreign-exchange translation and intercompany eliminations during group consolidation.Read 15 Oct 2026 · finboard.ai

Data retention

The privacy policy says personal information is not kept longer than three months after account termination unless law requires longer retention.Read 15 Oct 2026 · finboard.ai

Documentation

The help center contains 26 articles covering setup and permissions, reports, consolidation, custom models and statements, security/compliance, 4-4-5 calendars, copying/linking and budgets.Read 15 Oct 2026 · help.finboard.ai

Founders

F4 names Vaishnav Gupta as founder and Ujjwal Singh as founder and CTO.Read 15 Oct 2026 · f4.fund

Google Sheets permissions

The privacy policy says the integration can see, edit, create and delete spreadsheets but is restricted to explicitly connected IDs, cannot browse other Drive files and will not delete sheets, rows or columns.Read 15 Oct 2026 · finboard.ai

Implementation claim

FinBoard says customers can go live in 30 days or less and describes a typical close as five days.Read 15 Oct 2026 · finboard.ai

Independent company description

F4 describes FinBoard as a finance platform combining consolidation, month-end close, FP&A, reporting and spend in one governed workspace.Read 15 Oct 2026 · f4.fund

Independent integration description

F4 says the semantic layer unifies ERP, CRM and HRIS sources including QuickBooks, NetSuite, Salesforce, Workday and Rippling.Read 15 Oct 2026 · f4.fund

Journal automation

Its AI drafts recurring journals, accruals, prepaid amortization and revenue-cutoff entries, with posting history and reviewer approval.Read 15 Oct 2026 · finboard.ai

Journal entries

AI drafts recurring journals, accruals, prepaid amortization and revenue cutoff entries with a posting trail and reviewer sign-off.Read 4 Oct 2026 · finboard.ai

Legal maker name

The site footer identifies the company as FinBoard, Inc.Read 15 Oct 2026 · finboard.ai

Licence

Terms grant a non-exclusive, non-transferable right to access the web software and reserve intellectual-property ownership to FinBoard or its licensors, indicating proprietary software rather than open source.Read 15 Oct 2026 · finboard.ai

Limit: onboarding effort

A marketplace review notes that some users can face initial challenges, although the reviewer said support resolved them.Read 15 Oct 2026 · workspace.google.com

Marketplace automation

The connector listing says report templates refresh automatically every hour and can generate monthly financials in under ten seconds.Read 15 Oct 2026 · workspace.google.com

Marketplace data claim

The listing says FinBoard stores data on US servers with enterprise-grade encryption, is in the Intuit Developer Program and undergoes regular security audits.Read 15 Oct 2026 · workspace.google.com

Marketplace installs

The Google Workspace Marketplace page shows more than 2,000 installs and a listing update dated July 31, 2026.Read 15 Oct 2026 · workspace.google.com

Marketplace listing

The Google Workspace Marketplace listing describes a QuickBooks-to-Google-Sheets connector with real-time reports, chart-of-accounts recategorization, multi-entity consolidation and dashboards.Read 15 Oct 2026 · workspace.google.com

Marketplace reviews count

The marketplace page displays six written user reviews; it does not show an aggregate star score in the opened content.Read 15 Oct 2026 · workspace.google.com

Other workflows

The platform groups month-end close, consolidation, analytics, procure-to-pay and order-to-cash workflows in one workspace.Read 15 Oct 2026 · finboard.ai

Praise: consolidation

A marketplace reviewer said FinBoard substantially reduced multi-entity consolidation work and praised responsive, hands-on founders.Read 15 Oct 2026 · workspace.google.com

Praise: customization

A marketplace reviewer praised custom financial reports, dashboards and personal customer support while managing books for 60 clients.Read 15 Oct 2026 · workspace.google.com

Praise: small-business efficiency

Another marketplace reviewer described it as useful for small and medium-sized businesses and said it saves time and improves workflow efficiency.Read 15 Oct 2026 · workspace.google.com

Prepaids and assets

The product supports amortization schedules, accrual recognition, auto-reversal and a fixed-asset register with depreciation reconciled to the general ledger.Read 4 Oct 2026 · finboard.ai

Prepaids and fixed assets

The product supports amortization schedules, accrual recognition, automatic reversals and a depreciating fixed-asset register tied to the general ledger.Read 15 Oct 2026 · finboard.ai

Pricing basis

FinBoard does not publish sticker prices; quotes are based on entities, modules, seats and close cadence and are promised within one business day.Read 15 Oct 2026 · finboard.ai

Reconciliations

Bank, credit-card and subledger reconciliations run continuously and expose unmatched items for investigation.Read 15 Oct 2026 · finboard.ai

Security limitation

FinBoard describes organizational and technical safeguards but says it cannot guarantee complete security of transmissions or stored information.Read 15 Oct 2026 · finboard.ai

Semantic layer

The platform describes an AI-native semantic layer with governed, lineage-tracked data and real-time serving.Read 15 Oct 2026 · finboard.ai

Service limitation

The terms provide the software as-is and as-available and disclaim guarantees that service will be uninterrupted or error-free.Read 15 Oct 2026 · finboard.ai

Plans and prices

Every FinBoard Month-End Close plan and price →

Where Specifiction places it

• Accounting Automation Software#10 of 388.6