FAQ

FinplanNow is an instant planning platform designed to streamline accounting processes and forecasting. It offers live dashboards, automated reports, and customizable workflows to keep your team aligned and productive.

Sign up on FinplanNow.com with your business email, follow our guided setup wizard to connect your ledgers, and customize templates. You’ll have a working plan in minutes, backed by clear instructions throughout.

Your information is protected using industry-standard encryption and regular security audits. We enforce strict access controls so only authorized team members can view sensitive planning details.

Yes. FinplanNow allows you to tailor layouts, select relevant fields, and adjust visual styles. Create multiple report variants for different teams and save them as reusable templates.

We offer email support, live chat, and scheduled training sessions. Our Toronto-based team is committed to fast, practical answers that help you make informed decisions.

FinplanNow connects with leading cloud services and accounting packages. You can sync data bi-directionally and automate routine updates to keep your planning and records in harmony.

Absolutely. Our responsive web interface adapts to tablets and smartphones, allowing you to review forecasts and reports on the go without sacrificing clarity or detail.

We offer a 14-day trial that includes access to all premium features. No credit card is required to explore the full capabilities and see how instant planning works for your team.

Once your trial ends, choose a subscription plan that fits your usage and team size. You can upgrade, downgrade, or cancel at any time without unexpected fees.

Our development cycle delivers enhancements roughly every month, covering new planning modules, interface improvements, and additional customization options based on user feedback.

FinplanNow is headquartered in Toronto, Canada, at 100 Queen Street West, Toronto, ON M5H 2N1. We serve businesses across Canada with localized support and insights.