Is it safe to use AI with confidential client data?

Finova's system is built around prompts and workflows — you never need to paste real client data into any AI tool. Our training shows you exactly how to work with anonymized inputs and placeholder frameworks so your client confidentiality stays fully intact and your professional ethics are never at risk.

What exactly do I get inside each product?

The Starter Kit ($97, one-time) includes 50+ accounting-specific AI prompts, 5 client report templates, and a quick-start workflow guide. The Pro Bundle adds 150+ prompts across 6 categories, proposal templates, tax season workflows, and monthly financial narrative scripts. The Agency License ($997, one-time) includes everything in Pro plus white-label rights, client-facing templates, unlimited team seats, and a 6-week implementation roadmap.

How quickly can I actually start using this?

Most members send their first AI-assisted client communication within the same day they purchase — the Starter Kit is designed for a 45-minute onboarding. There's no technical setup, no software to install, and no learning curve beyond copying, customizing, and sending.

Does it work with ChatGPT and Claude?

Yes — every prompt in the Finova system is tested and optimized for both ChatGPT (GPT-4 and above) and Claude (Sonnet and Opus). You don't need a paid plan to start, though GPT-4 and Claude Sonnet give you the sharpest outputs for client-facing documents.

What if it doesn't work for my practice?

You're covered by a full 30-day money-back guarantee — no hoops, no 'prove you tried it,' no awkward conversations. If it's not the right fit, email support@finova-20260526-011724.pages.dev within 30 days and you'll receive a complete refund, usually within 48 hours.

Do I need any technical skills or coding knowledge?

None whatsoever. Finova is designed for accounting professionals, not developers. Every prompt is written in plain English, every workflow is documented step-by-step, and the entire system runs inside tools you already use — ChatGPT or Claude — through your web browser.

Can I use Finova if I'm a solo bookkeeper rather than a CPA firm?

Absolutely — the Starter Kit was specifically designed with solo practitioners in mind. Many of our most active members are independent bookkeepers managing 15–40 monthly clients who use Finova to deliver a premium client experience without hiring additional staff.

Is this a subscription or a one-time purchase?

The Starter Kit and Agency License are both one-time purchases — yours forever, no recurring charges. You pay once and retain full access to everything included at the time of purchase, plus any updates pushed to your tier.

How does the Agency License white-label feature work?

The Agency License grants you the right to rebrand Finova's client-facing templates, reports, and communication frameworks under your own firm's name and logo. You can package these as a proprietary service offering — many Agency License holders charge $300–$500/month per client for AI-powered monthly reporting packages built on the Finova system.

Finova AI Tools for Accounting Professionals