finally Reviews 304

TrustScore 3.5 out of 5

3.7

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Review summary

Created with AI, based on recent reviews

Evaluating 221 reviews, most reviewers were somewhat happy with their experience overall. Many customers appreciate the staff, describing them as kind, professional, and knowledgeable, often highlighting specific individuals for their helpfulness and expertise. The user experience is generally positive, with people finding the website and document uploading process easy and organized. Reviewers also value the responsiveness and clear communication from the team, which helps them stay organized and understand their finances. However, some people were dissatisfied with the service and customer support, citing issues with communication delays, missed deadlines for reports, and a lack of assistance when contacting support. A few other people also felt that the company struggled with organization, repeatedly asking for duplicate information and failing to provide requested details.

What people talk about most

Staff

Reviewers mention positive feedback about staff, with many praising the dedication, professionalism, and... See more

Service

Customers had ambiguous experiences with service, with some expressing deep dissatisfaction and others... See more

Customer service

Users describe ambiguous interactions with customer service, with many reviewers expressing significant... See more

Response time

People report ambiguous experiences with response time, with many expressing frustration over slow or... See more

User experience

Clients share positive opinions on user experience, with many finding the website user-friendly and the... See more

Reviews shaping this summary

Rated 4 out of 5 stars

When communicating the communication is great. I know they are just building our books so it is going to take some time . With that being said the communication is taking longer than expected on the r... See more

Company replied

Rated 4 out of 5 stars

The onboarding process was a bit lengthy, which slowed down communication in the beginning. As a small business owner, not being able to speak directly with someone without scheduling a meeting made t... See more

Company replied

Rated 5 out of 5 stars

We have used FINALLY to help our business with basic bookkeeping using Quickbooks Online Advanced for two years. Communication has been timely and consistent. Uploading documents is very easy and orga... See more

Company replied

Rated 5 out of 5 stars

Nelson is the tax wizard I never knew I needed. Not only does he speak fluent IRS (a language I barely understand), but he also has the patience of a saint. I rescheduled our meetings more times than... See more

Company replied


Company details

  1. Accounting Software Company
  2. Bookkeeping Service
  3. Tax Preparation
  4. Tax Preparation Service

Written by the company

Finally is your all-in-one accounting solution for managing your business finances, designed especially for small and medium-sized businesses. From bookkeeping and taxes to payroll, expense tracking, and corporate credit cards, everything you need is in one simple, easy-to-use platform. We take the hassle out of managing your finances, helping you stay organized, save time, and avoid expensive IRS penalties. With finally, you can stop juggling multiple tools and focus on growing your business with confidence.


Contact info

3.7

Average

TrustScore 3.5 out of 5

304 reviews

5-star
4-star
3-star
2-star
1-star

Asks customers to review

This company invites their customers to review, whether positive or negative

Replied to 52% of negative reviews

Typically replies within 2 weeks

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Rated 5 out of 5 stars

𝙸 𝙻𝚘𝚟𝚎 𝚖𝚢 𝚝𝚎𝚊𝚖 𝚘𝚏 𝚙𝚛𝚘𝚏𝚎𝚜𝚜𝚒𝚘𝚗𝚊𝚕'𝚜

𝙸 𝚑𝚊𝚟𝚎 𝚐𝚊𝚒𝚗 𝚊 𝚛𝚎𝚊𝚕 𝚊𝚙𝚙𝚛𝚎𝚌𝚒𝚊𝚝𝚒𝚘𝚗 𝚏𝚘𝚛 𝚖𝚢 𝚢𝚎𝚊𝚖 𝚊𝚝 𝙵𝚒𝚗𝚊𝚕𝚕𝚢. 𝙱𝚛𝚊𝚟𝚘 𝚝𝚘 𝙿𝚛𝚒𝚜𝚒𝚕𝚊 𝙲. 𝚂𝚑𝚎 𝚑𝚊𝚜 𝚍𝚎𝚖𝚘𝚗𝚜𝚝𝚛𝚊𝚝𝚎𝚍 𝚐𝚛𝚎𝚊𝚝 𝚙𝚊𝚝𝚒𝚎𝚗𝚝𝚜 𝚊𝚗𝚍 𝚛𝚎𝚖𝚊𝚒𝚗𝚎𝚍 𝚙𝚛𝚘𝚏𝚎𝚜𝚜𝚒𝚘𝚗𝚊𝚕 𝚊𝚜 𝙸 𝚑𝚊𝚍 𝚠𝚘𝚛𝚔𝚎𝚍 𝚝𝚑𝚛𝚘𝚞𝚐𝚑 𝚜𝚘𝚖𝚎 𝚙𝚎𝚛𝚜𝚘𝚗𝚊𝚕 𝚑𝚎𝚊𝚕𝚝𝚑 𝚌𝚘𝚗𝚌𝚎𝚛𝚗𝚜.

𝙵𝚒𝚗𝚗𝚊𝚕𝚢 𝚑𝚊𝚜 𝚊𝚕𝚕𝚘𝚠𝚎𝚍 𝚖𝚎 𝚝𝚒𝚖𝚎 𝚝𝚘 𝚛𝚎𝚌𝚘𝚟𝚎𝚛 𝚜𝚗𝚍 𝚒𝚝 𝚑𝚊𝚜 𝚜𝚊𝚟𝚎𝚍 𝚖𝚢 𝚋𝚞𝚜𝚒𝚗𝚎𝚜𝚜. 𝚃𝚑𝚒𝚜 𝚑𝚊𝚜 𝚋𝚎𝚎𝚗 𝚊 𝚠𝚘𝚗𝚍𝚎𝚛𝚏𝚞𝚕 𝚊𝚌𝚌𝚘𝚖𝚙𝚕𝚒𝚜𝚑𝚖𝚎𝚗𝚝. 𝚃𝚑𝚊𝚗𝚔 𝚢𝚘𝚞 𝚎𝚟𝚎𝚛𝚢𝚘𝚗𝚎 𝚒𝚗𝚟𝚘𝚕𝚟𝚎𝚍 𝚠𝚒𝚝𝚑 𝚖𝚢 𝚊𝚌𝚌𝚘𝚞𝚗𝚝.
𝙲𝚛𝚢𝚜𝚝𝚊𝚕 10/10 𝚂𝚝𝚊𝚛𝚜

25 February 2026
Unprompted review
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Reply from finally

Hi Crystal,

Thank you so much for taking the time to share such a touching and meaningful review. We are grateful to hear that your experience with Finally has made a positive impact, not just on your business but during a personally challenging time as well. That means more to us than words can express.

Priscila is an absolute gem, and we will make sure she sees your kind words, she deserves every bit of this recognition! It has been an honor to support you and your business, and we are so glad that our team could provide the patience, professionalism, and peace of mind you needed to focus on what mattered most : your health and recovery.

We are cheering you on every step of the way, Crystal! Thank you for trusting us with your business. We look forward to continuing to be a part of your journey.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Awesome bookkeepers

Awesome bookkeepers. always easy to work with and when i had any questions they were on it. I recommend them to anyone need to take on the crazy task of bookkeeping.

24 February 2026
Unprompted review
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Reply from finally

Hello Jovany,

Thank you so much for the amazing review. We know bookkeeping can feel like a daunting task, and it is our mission to make the entire process as smooth and stress-free as possible for our clients.

We are so glad that our team has been easy to work with and quick to address any questions you have had along the way! We love having you as part of the Finally family and we genuinely appreciate you recommending us! We look forward to continuing to be the team you can always rely on.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Finally is a partner, not just a service

Finally is the partner I trust for financial clarity and bookkeeping expertise. I have always been very pleased not only with the timeliness and clarity of reports, but also the continuous advice and the additional services they offer. We will be using many more of their services moving forward, including payroll and accounting. They have definitely earned our trust and our business. The Finally team is hands down the best service we've used to help organize our construction company and they have earned every bit of this praise. Highly Recommend!

11 February 2026
Unprompted review
Rated 5 out of 5 stars

So far my experience with Finally…

So far my experience with Finally Bookkeeping has been great. I love the communication channels and the punctuality of the deliverables and commitments.

My rep Karina is amazing! She is super concerned about making sure that I understand what's going on with my file at all times. Super patient and very easy to work with. Excellent experience!!!

6 February 2026
Unprompted review
Rated 5 out of 5 stars

Best Financial Services !

I have been with Finally going on 2 years now, and before them I was anxious and overwhelmed, and now I don't worry about bookkeeping, taxes etc. Plus, they are rolling out amazing new features to improve your business. Couldn't be more satisfied.

6 February 2026
Unprompted review
Rated 5 out of 5 stars

Prompt service each month

Prompt service each month

3 February 2026
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Reply from finally

Hi Chance,

Thank you so much for taking the time to share your experience, it truly means the world to us! We absolutely love working with you and are so glad to hear that our team has been delivering the prompt, reliable service you deserve month after month. Your trust and continued partnership mean everything to us. Thank you for being such a wonderful client. We look forward to continuing to support you and your business!

Best regards,
The Finally Team

Rated 1 out of 5 stars

Don’t do it

Don’t do it. I signed up in March and they reconciled only the first two months. It’s now Jan and still nothing else reconciled for 2025. I even went ahead and reconciled my books myself, sent them to my rep and still received nothing months later. Not a single report. Constant back and forth avoiding actual work. I let the games linger way too long. Now that I have requested cancellation due to services not provided, they have attempted to charge my card literally every day for more money.

30 January 2026
Unprompted review
Rated 5 out of 5 stars

Finally, a company who cares about me and my needs.

Finally is very responsive to all of my needs and they provide friendly reminders to help me stay on top of our reporting to remain in front of our monthly reports. They are always profesional, even when I am not, lol.

22 January 2026
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Reply from finally

Hello Bear,

We truly appreciate the positive feedback! Our goal is to make your reporting process as seamless as possible, and we're glad to hear our team's responsiveness and proactive approach are making a difference. Thank you for being such a valued partner—we look forward to continuing to support your business!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Victoria answered all my questions and…

Victoria answered all my questions and completed the items she agreed to do after the meeting.

16 January 2026
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Reply from finally

Hello Alden,

We appreciate your review! Delivering on our promises and providing clear answers is what we strive for with every client. It’s great to know that Victoria was able to provide the thorough support you needed. We look forward to our next check-in!

Best regards,
The Finally Team

Rated 5 out of 5 stars

professionalism

The reason why I gave her five is because Angelica took so much time and patience with me and setting up my payroll system her patient made me feel like a pro. I’ve been waiting to complete this to move onto my next task and she made it effortless if there were 10 stars I would give her all 10 she taught me so much in such little time thank you, Angelica Calderon I’m ready to Book the next task

13 January 2026
Unprompted review
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Reply from finally

Hi Kathy,

Thank you for sharing your experience. We know how important it is to get payroll right so you can focus on the rest of your business, and it’s wonderful to hear that Angelica provided the patience and expertise to get you there. We truly appreciate your partnership and look forward to supporting you on your upcoming tasks!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Finally does the bookkeeping work on…

Finally does the bookkeeping work on time and responds quickly to requests.

20 September 2025
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Reply from finally

Hi Raymond,

"Thank you for the feedback! We know that in the world of business, timing is everything. Our team is dedicated to ensuring your bookkeeping is not only accurate but delivered exactly when you need it. We appreciate the opportunity to support your business.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Finally is devoted to providing great service!

Finally is devoted to providing great customer service. They are responsive and understanding and patient as I work with them to assist in several years of bookkeeping that I am behind on. I feel bad and I feel understood, not judged. We are still in the middle of the process. Thank you, Ian, especially!

27 August 2025
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Reply from finally

Hi Vicky,

We truly appreciate your kind words! We know that getting caught up on several years of bookkeeping can feel overwhelming, but we are honored to be the partner helping you navigate it. Ian and the rest of our team are fully devoted to your success, and we’re glad you feel supported every step of the way. We look forward to getting everything finalized with you!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Keeping me on track

Did great work keeping my records in shape. Thank you for all your hard work. You always kept me on track, even when I lost track of time.

17 December 2025
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Reply from finally

Hi Cae,

We truly appreciate your feedback. Our goal is to provide peace of mind so that even when your schedule gets overwhelming, you know your finances are being handled with care. We're proud to support your hard work and look forward to keeping the partnership going together!

Best regards,
The Finally Team

Rated 1 out of 5 stars

Worst decision I could have made.

Communication is a nightmare. One would think that with AI, bookkeeping would be even simpler. Not here! I am categorizing my own transactions in my monthly “ask client” report even though I have the same transactions with the same people multiple times per month.

I had to go through two years of bank statements to show “the team” how a transfer from one account shows up two days later to another account at a different bank - multiple transfers! For this headache, I’d do my own books.

6 January 2026
Unprompted review
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Reply from finally

Hi Alisson,

Thank you for sharing your feedback. We truly hear your frustration, and we understand that your time is best spent running your business. Our goal at Finally is to leverage our technology to make bookkeeping as efficient as possible.

We would welcome the chance to connect and discuss the logic behind your transaction categorization so we can better support your reporting moving forward. We value your partnership and take your candor seriously; it is essential in helping us better align our services with your specific business needs.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Working with Jose Perez has been an…

Working with Jose Perez has been an absolute game-changer. From the very beginning, Jose demonstrated an unmatched level of patience, friendliness, and professionalism that immediately put me at ease. He doesn’t just provide customer service—he delivers top-tier support that goes above and beyond expectations.

What sets Jose apart is his ability to follow up consistently and keep you accountable in a way that feels supportive rather than stressful. He has a gift for balancing encouragement with responsibility, ensuring that you stay on track while feeling cared for every step of the way.

Jose’s attention to detail is remarkable. He notices the little things that others might overlook, and he makes sure that every aspect of the process is handled with precision. His dedication shows that he truly cares about the people he works with, not just the tasks at hand.

Thanks to Jose, I’ve experienced not only success but also peace of mind. His commitment and expertise have allowed me to feel confident, supported, and ultimately carefree. With Jose on your case, you don’t just get results—you get a partner who genuinely invests in your journey.

Jose + Finally = Success and a Carefree Me!

10 December 2025
Unprompted review
finally logo

Reply from finally

Hello Kristy,

We're absolutely thrilled to hear about your outstanding experience with Jose. Your kind words truly capture what we strive for at Finally—going beyond just customer service to create genuine partnerships with our clients. Jose exemplifies the dedication and care that define our team. We're so proud that his attention to detail, consistent follow-up, and supportive approach made such a positive impact on your journey. Knowing that you felt both confident and carefree throughout the process means the world to us.

Success stories like yours remind us why we do what we do. Thank you for taking the time to share your experience and for trusting Finally to support you.

Best regards,
The Finally Team

Rated 1 out of 5 stars

Complete Waste of time and money with Zero benefit

The made promises they did not keep. After over a half dozen meetings and attempts, they never were able to even do my bookkeeping correctly. They actually wasted a lot of time and I was not even able to use their services to do my taxes. They mixed all my personal accounts with my business accounts and after promising multiple times they would undo that they never did. I had to do all my taxes without using any of the work they did they were so bad. The only way they could come close to making this right would be to refund my money, but that would still not cover all of my wasted time. They called me and asked me why I was leaving and were sympathetic but offered no compensation.

23 November 2025
Unprompted review
finally logo

Reply from finally

Hello Dan,

Thank you for taking the time to share your feedback. We are truly sorry to hear that your experience did not meet your expectations, this is never the outcome we want for any client. Our team worked diligently throughout our meetings to address the bookkeeping challenges that arose and remained committed to incorporating your feedback in order to support your business as effectively as possible.

As you know, bookkeeping is a collaborative process that relies on consistent communication to ensure accuracy. We have consistently made ourselves available to meet via Zoom to address any bookkeeping concerns you have brought to our attention, and we applied a credit to your account in good faith to help alleviate the inconveniences you experienced. While we regret that the work provided ultimately did not meet your needs for tax filing, we sincerely appreciate the opportunity to assist you. We are committed to reviewing this situation internally to ensure that we continue to improve.

We would welcome the opportunity to clarify any remaining concerns or assist with any of your reporting further. Your satisfaction is important to us, and we are committed to doing better. Thank you again for your honest feedback.

Best regards,
The Finally Team

Rated 1 out of 5 stars

This company took many months to bring…

This company took many months to bring my books up to date. very poor communication throughout the process and ultimately once it was all done it was incorrect, and I had to redo it myself with another bookkeeper . I do not recommend using them unless you want a huge headache of things being wrong and double paying for results.

17 August 2025
Unprompted review
finally logo

Reply from finally

Hello James,

We are truly sorry to hear about your experience. Please accept our apologies, this is certainly not the high level of service we aim to provide our valued clients.

We understand this situation has caused you significant frustration and we are committed to making things right.

To quickly locate your account and start the investigation and resolution process immediately, I've just sent a request to you via Trustpilot for additional details to assist me with locating your account. Once you provide those details, we can properly address the concerns you raised.

Thank you again for bringing this to our attention. We look forward to resolving this for you right away.

Best regards,
The Finally Team

Rated 1 out of 5 stars

RUN! Terrible communication and service. I had to file extensions on two years…

I had to file extensions on two years of tax returns. So they were very LATE! Terrible communication if you can find someone who speaks English and's working on your books. They slip in an automatic renewal like 4 months early, and they are greedy. I was charged close to $400 to get out of the contract with them. Very unprofessional. Honestly, I spent more time doing two years of taxes than over twenty years combined. And when I tried to set an appointment to finalize changes for the first half of 2025, they said my account was closed, so they didn't even deliver the finalized reports, despite charging me. And they aren't cheap. This company has cost me so much time and anguish; my advice: RUN!

14 November 2025
Unprompted review
finally logo

Reply from finally

Hello Lisa,

Thank you for providing your feedback. We sincerely regret that your recent experience did not meet your expectations, and we want to assure you that our leadership team is currently investigating the issues you have raised.

Upon reviewing your account, I can confirm that our team is actively working with you to ensure that you receive all of the bookkeeping services for which you have paid. We appreciate your patience as we work collaboratively to gather the necessary data, finalize your bookkeeping, and continue to provide you with support.

Best regards,
The Finally Team

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