Consolidate P&L, balance sheet and cash flow across all your entities and work with your team, advisors and clients from a single set of numbers. You decide who sees what.
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Keep all your entities in one account without giving up their own charts of accounts and structures. Reports, KPIs and plans stay neatly organised.
Finokapi merges all your entities into a single structure with shared KPIs. You get the full group view without pulling numbers together by hand.
Assign roles like admin, editor or viewer and control access for every entity and every single module. One user might see everything, another only cash flow, and a third might only enter payroll and HR data.
Invite team members, external advisors and clients at no extra cost per user. Everyone works from the same data, within the access you've set for them.
Manage your clients in one place and work with them directly in Finokapi. Instead of emailing PDFs and Excel files back and forth, you analyse and plan together in the same environment. Built for tax advisors, fractional CFOs and consulting firms.
Your financial data is processed in line with GDPR and stored in ISO 27001-certified data centres within the EU. It's encrypted both in transit and at rest.
The financial data is presented in a way that even clients without a commercial background immediately understand where they stand. That makes client conversations far more pleasant than working with the reports you get straight out of DATEV and the like. And I manage all my clients in one account.
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Try Finokapi free for 14 days.
Yes. You can manage multiple entities in one account, each with its own chart of accounts. Reports, KPIs and plans stay organised in one place.
Finokapi merges the P&L, balance sheet and cash flow of all your entities into one structure while each entity keeps its own chart of accounts. You see the group view and can drop into any single entity at any time, without pulling numbers together by hand.
The roles are admin, editor and viewer. You set what each user can access, for every entity and every module.
Nothing. Invite as many people as you like. We believe the best financial decisions happen when everyone works from the same numbers, so we don't gate that behind per-user pricing.
Yes. You can invite external advisors and assign them the right roles and access. They'll only see the entities and modules that are relevant to their work.
You manage all your clients in one account and use roles to control who sees what. That cuts down on data prep, makes working with clients easier, and lets you work on analyses and plans together, directly in Finokapi.
Your financial data is encrypted in transit and at rest, processed in line with GDPR, and hosted in ISO 27001-certified data centres in the EU. Individual access rights let you control exactly who sees which data.
Not for day-to-day management. Finokapi brings the P&L, balance sheet and cash flow of your entities into one group view, with shared KPIs and drill-down into any single entity. That covers what a separate tool or an Excel file usually ends up doing.