Finmark FAQ

One location for all of your Frequently Asked Questions!

Updated over a week ago

Q: What is included in my subscription?

A: Subscribing to Finmark unlocks unlimited scenario planning as well as unlimited invited members into your model.

Q: How much does Finmark cost?

A: We price Finmark based on your monthly revenue. You can view our pricing directly on the Finmark website.

Q: How do I subscribe?

A: You can subscribe in the settings section of you Finmark account.

Q: Why are my expenses/revenues being split up monthly?

A: Finmark follows Accrual accounting rules, meaning your cash will come in upfront & Non-monthly expenses & revenues will be accrued over the time period. View our Accrual Accounting article for further explanation.

Q: Does Finmark support integrations?

A: Yes, currently Finmark integrates with the following accounting & payroll softwares. We are also working to increase the types of integrations daily!

Accounting:

  • Wave

  • Zoho

  • Quickbooks

  • Xero

  • Netsuite

Payroll:

  • Gusto

  • Just Works

  • Bamboo

  • Zenefits

Q: What is imported in with my accounting software integrations?

A: Finmark pulls in the following information:

Accounting:

  • Cash, revenue & expenses historicals & actuals

  • Expenses from your chart of accounts

  • Balance Sheet

Payroll:

  • Employee Name & Title

  • Employee Salary & Associated Costs

Q: Can I share my model with investors? If so, how?

A: Yes! We encourage this 😊 This is done through the settings section. Just scroll to the bottom right to the "Invite Members" section. From here you can enter the email of the person you want to share with as well as their access level for each scenario.

Q: Are there any limitations to how I can model my revenue forecast and expense budget?

A: Short answer, No. If your model doesn't fit into one of Finmark's preset categories we have the ability to create custom formulas. This is done in the variables section of Finmark.

Q: Can I customize the names of my departments?

A: Yes you can! this is done through the settings section.

Q: Can I change the currency of my Finmark model?

A: Yes, through the settings section you can adjust this information.

Q: Does Finmark have an API?

A: No, not at this point, but you may see one released in the future

Q: What if I need help with my model? Can I talk to someone on the Finmark team?

A: Yes! The Finmark customer success team is reachable through the intercom chat box in the bottom right-hand corner on your Finmark dashboard. If you'd rather meet with someone, you can schedule a call here with our customer success team.

Q: Where can I find the answers to any other questions?

A: You can follow these links directly to our help articles and blog posts!

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