FinBoard Month-End Close
FinBoard Month-End Close is a web workspace for multi-entity groups managing the accounting close from cutoff through consolidation.
What FinBoard Month-End Close is
FinBoard Month-End Close is a web workspace for multi-entity groups managing the accounting close from cutoff through consolidation. It drafts recurring journals, accruals, prepaid amortization and revenue cutoff entries, with a posting trail and reviewer sign-off. Bank, credit-card and subledger reconciliations run continuously and surface unmatched items for review. The product also supports amortization schedules, accrual recognition, auto-reversal and a fixed-asset register that reconciles depreciation to the general ledger. For group reporting, it applies foreign-exchange translation and inter-company eliminations. It generates board packs with executive summaries, consolidated P&L, balance sheet, cash flow and KPI scorecards; narrative can be AI-drafted, with figures that can be traced. FinBoard describes its AI as auditable and explainable, and requires human approval before entries are booked. Its integrations engagement page lists accounting, data, HR, sales and payment sources including QuickBooks, NetSuite, Xero, Sage Intacct, Snowflake, BigQuery, Workday, Rippling, HubSpot, Salesforce, Stripe, Ramp, Brex and Gusto. Pricing is tailored to entities, modules and seats; the company says a custom quote is returned in one business day. Plans include finance-expert support seven days a week, dedicated implementation and screen-share support by video call.
Good
- Journal drafts retain a posting trail and reviewer sign-off.
- Reconciliations surface unmatched items continuously.
- Consolidation includes FX translation and inter-company eliminations.
- Board packs include traceable figures and KPI scorecards.
- Plans include finance-expert support seven days a week.
Watch out
- Pricing requires a custom quote.
- Implementation timing and typical close length are product-page claims, not plan guarantees.
Who it suits
It is intended for multi-entity groups, including organizations in restaurants, construction, retail, e-commerce, healthcare, and software and services. It suits finance teams seeking a governed close process with reconciliations, consolidation and board reporting.
Verdict
FinBoard Month-End Close brings journal preparation, reconciliation, consolidation and board reporting into one governed workspace for multi-entity finance teams. Pricing is custom, so groups need a quote based on entities, modules and seats.
Plans and prices
From FinBoard Month-End Close's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| FinBoard QuickBooks-to-Google-Sheets connector | $20 a month | unlimited entities · 14-day free trial · hourly refresh · per entity per month |
| Custom quote | Priced on request | entities · modules · close cadence · team seats |
The facts
Each one read from FinBoard Month-End Close's own pages, with the date it was checked.
What it does
- 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.checked 15 Oct 2026
- AI governance
- FinBoard describes its AI as auditable, explainable and fully traceable, with human approval before entries are booked.checked 4 Oct 2026
- API and SDK documentation
- The opened help-center topic list documents product workflows but contains no listed public API or SDK section.checked 15 Oct 2026
- Board packs
- AI-generated packs contain executive summaries, consolidated profit-and-loss, balance-sheet and cash-flow statements, KPI scorecards and traceable narrative.checked 15 Oct 2026
- Connector coverage
- The homepage displays QuickBooks, NetSuite, Salesforce, Workday, Bill.com, Toast, Procore, BuilderTrend and Epic, plus more than 100 connectors.checked 15 Oct 2026
- Consolidation
- The close workflow applies foreign-exchange translation and intercompany eliminations during group consolidation.checked 15 Oct 2026
- Data retention
- The privacy policy says personal information is not kept longer than three months after account termination unless law requires longer retention.checked 15 Oct 2026
- Deployment
- The product page says implementation can be live in 30 days or less and describes a typical close as five days.checked 4 Oct 2026
- 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.checked 15 Oct 2026
- Founders
- F4 names Vaishnav Gupta as founder and Ujjwal Singh as founder and CTO.checked 15 Oct 2026
- 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.checked 15 Oct 2026
- Implementation claim
- FinBoard says customers can go live in 30 days or less and describes a typical close as five days.checked 15 Oct 2026
- Independent integration description
- F4 says the semantic layer unifies ERP, CRM and HRIS sources including QuickBooks, NetSuite, Salesforce, Workday and Rippling.checked 15 Oct 2026
- 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.checked 4 Oct 2026
- Intended users
- The product is presented for multi-entity groups across restaurants, construction, retail, e-commerce, healthcare, and software and services.checked 4 Oct 2026
- Journal automation
- Its AI drafts recurring journals, accruals, prepaid amortization and revenue-cutoff entries, with posting history and reviewer approval.checked 15 Oct 2026
- Journal entries
- AI drafts recurring journals, accruals, prepaid amortization and revenue cutoff entries with a posting trail and reviewer sign-off.checked 4 Oct 2026
- 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.checked 15 Oct 2026
- Limit: onboarding effort
- A marketplace review notes that some users can face initial challenges, although the reviewer said support resolved them.checked 15 Oct 2026
- Marketplace automation
- The connector listing says report templates refresh automatically every hour and can generate monthly financials in under ten seconds.checked 15 Oct 2026
The company
- Company
- The site identifies the maker as FinBoard, Inc.checked 4 Oct 2026
- Company location and age
- F4 lists FinBoard in India, founded in 2025, with 1–10 employees and seed stage.checked 15 Oct 2026
- Independent company description
- F4 describes FinBoard as a finance platform combining consolidation, month-end close, FP&A, reporting and spend in one governed workspace.checked 15 Oct 2026
- Legal maker name
- The site footer identifies the company as FinBoard, Inc.checked 15 Oct 2026
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