User Plans

Finnex AI offers flexible and scalable plans designed to meet the needs of individuals, small teams, and growing businesses. Below is a breakdown of the available user plans and what each includes.

Starter Plan (Free Trial)

Perfect for individual users who want to explore Finnex AI's core capabilities.

Includes:

  • 1 Workspace

  • 1 Member

  • 100 Free Finnex Credits upon sign-up

  • Access to Excel AI Assistant (Chat, Database, File Attachments)

  • System integrations (e.g., Xero, QuickBooks) are disabled

Notes:

  • Ideal for testing features and evaluating if Finnex AI suits your workflow.

  • Additional credits can be purchased under Account > Top-Up Credits.

Business Plan (14-Day Free Trial)

Designed for teams and accounting professionals managing multiple clients or entities.

Includes:

  • 14-Day Free Trial (Full access with no credit card required)

  • 1 Workspace included (additional Workspaces: USD 9.90 each/month)

  • Unlimited team member invites

  • Full access to AI features: Excel, File, Database, and Automation Guided Tasks

  • Access to Xero and QuickBooks (Coming Soon) connectors

  • Token-based usage with Finnex Credits

  • Priority email support

Best For:

  • Accountants

  • Bookkeepers

  • Financial analysts

  • Teams working across multiple clients/entities

Notes:

  • Additional credits can be purchased under Account > Top-Up Credits.

💡 How to View or Switch Plans

  1. Open the Account interface from the main menu.

  2. Your current plan is displayed at the top of the page.

  3. To upgrade or switch, click Change Plan or contact support at support@finnex.ai.