CPAs and bookkeepers using Finova reclaim 10+ hours a week — without hiring staff, changing software, or learning to code. Your first AI-assisted client communication goes out today.
"I was skeptical — I've been doing bookkeeping for 14 years and figured AI wasn't built for what we actually do. Within the first week, I cut my monthly close reporting time from 4 hours to under 45 minutes. The client narrative templates alone were worth ten times the price of the Starter Kit."Sandra Reyes, CPA
"We upgraded to the Pro Bundle after two days on the Starter Kit. Tax season used to mean 70-hour weeks for my whole team. This year we ran the same client volume with about 40% less overtime — the tax season workflow alone changed how we operate. I wish I'd had this three years ago."Marcus Delgado, EA & Firm Owner
"The Agency License paid for itself inside 30 days. I white-labeled the client-facing templates, added them to my onboarding package, and used that to justify raising my monthly retainer by $300 per client. Three clients in, I was already ahead. The implementation roadmap made it completely straightforward — no guesswork."Priya Nambiar, CPA, CGMA
Finova gives accounting professionals done-for-you AI systems that automate client reports, tax prep summaries, and proposal writing — so you bill more and grind less.
Grab Your Starter Kit Now →You're leaving hours on the table every week.
Purpose-built for your industry — not adapted from a generic template.
Finova's pre-built accounting proposal prompts pull your service scope, pricing, and client pain points into a polished, conversion-ready document in one sitting. Firms using this system report closing 30% more proposals simply because they can respond within hours instead of days.
Our tax summary and client communication templates eliminate the repetitive write-ups that eat your evenings from January through April. You get structured AI workflows that handle the narrative — you handle the numbers.
Send monthly financial narrative reports, cash flow commentary, and advisory insights to every client — not just your top-tier retainers — without hiring a single additional staff member. Firms on the Agency License are packaging this as a $300–$500/month add-on service.
"I used to spend every Sunday night writing client recap emails. With Finova's prompt system, I batch all 22 client updates in 90 minutes on Friday afternoon. That's my Sunday back — and I've added $2,400/month in advisory retainers I never had bandwidth to offer before."
$2,400 extra/month in new retainers"I was skeptical — I'm not a tech person. But I was up and running inside an hour. The prompts are written in plain English, tailored for accounting workflows, and I didn't have to figure anything out. My first AI-generated tax planning summary took 6 minutes. My client thought I'd hired a writer."
Fully operational in under 1 hour"I bought the Agency License and white-labeled the entire system for my firm. I now offer an AI-powered monthly reporting package at $450/month per client. I've signed 9 clients onto it in 6 weeks. The license paid for itself on day one of the first new contract."
9 new clients at $450/month eachDelivered to your secure member library automatically within minutes of payment.
30-day money-back guarantee
30-day money-back guarantee
30-day money-back guarantee
Try any Finova product for a full 30 days — if it doesn't save you measurable time or you're not completely satisfied, email us once and we'll refund every cent. You take no risk and keep everything you downloaded.