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 1 out of 5 stars

READ before commiting

I am writing this to genuinely help others reconsider. I have never had so much stress with a book keeper. I have a simple business and have had many phone calls with Finally where I am lead to believe they have all they need to complete books and then find out days later they need something else. I am working on exiting this company and would pay far far more to just have a company who is organized and committed to reporting ontime.

September 4, 2025
Unprompted review
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Reply from finally

Hello Ryan,

Thank you for taking the time to share your experience. We’re truly sorry to hear that your time with us did not meet your expectations, and we understand how frustrating it must have been to experience delays and repeated requests.

Our goal is always to provide clear, timely, and reliable support. We’re actively reviewing the communication and workflow issues you experienced to ensure we can improve both our internal processes and how we support clients.

Best regards,
The Finally Support Team

Rated 5 out of 5 stars

super helpful

super helpful, took his time to walk me through setting everything up!!

September 4, 2025
Unprompted review
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Reply from finally

Hello Alexandria,

Thank you for the fantastic review! We're so glad to hear that a member of our team was able to provide you with such a helpful experience and take the time to walk you through everything. We believe that a smooth setup process is key, and it's great to know we're succeeding. We appreciate you taking the time to share your feedback!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Great company we used for years for our…

Great company we used for years for our bookkeeping. Honest and helpful in getting our financials cleaned up when we were smaller.

September 4, 2025
Unprompted review
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Reply from finally

Hello Avery,

Thank you so much for your kind words and for being a loyal customer for so many years! It's fantastic to hear that we've been able to support your business, especially in those crucial early stages. We're proud to have been a part of your growth and appreciate you trusting us with your bookkeeping needs.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Bianka has been very a blessings.

Bianka has been very, very supportive and patient with me as I have been delayed in getting things completed as a result of my Accountant not finishing an old tax return. Not to mention my delays because of events and my schedule.
I appreciate her and the services she provides in a professional manner.

September 4, 2025
Unprompted review
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Reply from finally

Hello Robert,

Thank you so much for your kind words! We're thrilled to hear that Bianka provided you with such a positive experience. We understand that these processes can sometimes have unexpected delays, and we're happy to hear that you recognize Bianka for being patient, supportive, and professional. We will be sure to pass your wonderful feedback along to her and the rest of our team.

It was a pleasure serving you, and we appreciate you taking the time to share your feedback.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Great experience

Accommodating, responsive and very knowledgeable with bookkeeping.

September 3, 2025
Unprompted review
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Reply from finally

Hello Richmond,

Thank you so much for your kind words! We're thrilled to hear that you found our team to be accommodating, responsive, and knowledgeable. We pride ourselves on providing excellent bookkeeping services and are so glad we could meet your expectations. Your feedback means a lot to us.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Good Onboarding Experience

September 2, 2025
Unprompted review
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Reply from finally

Hello Anne - Marie,

Thank you for your feedback! We're so glad to hear that you had a good experience with our onboarding process. We work hard to make sure it's as smooth and helpful as possible, and it’s wonderful to know we're succeeding.
We appreciate you taking the time to share your positive experience.

Best regards,
The Finally Team

Rated 1 out of 5 stars

Is this a real business?

Is this a real business?

We attempted to use Finally for our bookkeeping and taxes, and it was an absolute nightmare. Sheer incompetence across the board on all levels. Any other startup operating this way would've shut down within months, but they have other revenue sources to fall back on. If bookkeeping were their only focus, they'd be out of business.

We had multiple calls with the Edwin, the CEO, who was incredibly nice, and he repeatedly expressed how embarrassing this situation was for them. Our contact, Emill, was also very friendly, and I believe he did his best. But in the end, there seems to be some deep operational issues within the teams working on the books, and they basically took our $400/mo and couldn't get our very simple books in order over a period of seven months.

August 27, 2025
Unprompted review
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Reply from finally

Hi Sam,

I was able to research your account based on the information that you provided.
I am very sorry to hear about your frustrating experience. It is clear that we fell far short of the standards we aim to provide, and I sincerely apologize for the issues you faced with your bookkeeping and the significant delay in getting your books in order. This is not the level of service we want to be known for, and I understand your disappointment and frustration.

We take your feedback very seriously. The operational issues you've described are a major concern, and we will be looking into the details of your case to understand where our processes broke down. We appreciate you acknowledging the efforts of Edwin and Emill, and we are using your experience as a critical learning opportunity to improve our internal systems and training.

Thank you for bringing this to our attention. Your detailed feedback is invaluable as we work to prevent this from happening in the future.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Samuel and Chris at finally were very…

Samuel and Chris at finally were very helpful and direct. Reconciling my taxes felt super intimidating and they both made the process feel quick and easy.

August 29, 2025
Unprompted review
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Reply from finally

Hi Alexis,

Thank you for your review! We're so glad to hear that Samuel and Chris were able to make the tax reconciliation process feel quick and easy for you. We'll be sure to pass along your kind words. We appreciate your business!

Sincerely,
The Finally Team

Rated 5 out of 5 stars

Really easy to work with!

Really easy to work with!

August 27, 2025
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Reply from finally

Hello Camille,

Thank you for your feedback! We're happy to hear that your experience with us was a positive one. We appreciate your business!

Sincerely,
The Finally Team

Rated 5 out of 5 stars

Julio was attentive and knowledgeable

Julio was attentive and knowledgeable. An asset to Finally.

August 26, 2025
Unprompted review
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Reply from finally

Hello Gene,

Thank you for your kind words! We're so glad to hear that Julio provided you with excellent service. We'll be sure to pass your praise along to him and we appreciate you trusting us with your business.

Sincerely,
The Finally Team

Rated 5 out of 5 stars

Fast and accurate

Caught my books up in a timely manner.

August 23, 2025
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Reply from finally

Hi Thalbert,

Thank you for the review! We're glad we could help get your books caught up so quickly. We appreciate you choosing us for your bookkeeping needs.

Sincerely,
The Finally Team

Rated 5 out of 5 stars

Working with Jose has been amazing

Working with Jose has been amazing. I left another team and felt immediately at home here. You NEED to manage your bookkeeping with this team. Best I've had so far!

August 28, 2025
Unprompted review
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Reply from finally

Hello Jake,

Thank you for your fantastic review! We're so glad to hear that Jose has been a great partner and that you feel at home with our team. We appreciate you recommending us and look forward to continuing to provide you with the best bookkeeping experience.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Professional courteous effective

August 27, 2025
Unprompted review
finally logo

Reply from finally

Hi Matt,

Thank you for your kind words. We’re pleased to know that you found our service professional, courteous, and effective. Providing dependable support is always our goal, and we look forward to continuing to assist you.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Great team

Great team, thorough

August 27, 2025
Unprompted review
finally logo

Reply from finally

Hi Charlene,

Thank you for your feedback! We’re glad to hear you found our team thorough and helpful. We appreciate your support!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Great support

Great support, good teams, lots of follow-up, accessible to schedule. Excellent communication.

August 27, 2025
finally logo

Reply from finally

Hi Amy,

Thank you for sharing your feedback! We’re thrilled to hear that our team’s support, accessibility, and communication have made a positive impact for you. We appreciate your kind words and look forward to continuing to support your bookkeeping needs.

Best regards,
The Finally Team

Rated 5 out of 5 stars

Samuel from Finally was great!

Samuel was great! a true professional, and I look forward to working with you. Finally!

August 27, 2025
Unprompted review
finally logo

Reply from finally

Hello,

Thank you for your kind words! We’re thrilled to hear that Samuel provided such a professional and positive experience. We look forward to continuing to support you and your business with Finally!

Best regards,
The Finally Team

Rated 5 out of 5 stars

Lelia provided excellent service, giving me time to ask all my questions and reassurance that her questions were answered. She was patient, thorough and kind .

Being able to meet with Leila was great, it was easy to schedule with the link and very helpful to explain details of my individual needs and ask questions and get answers in real time. She also assured me she would confirm some questions we discussed with other on the team which was reassuring. Leila was patient and took all the time necessary to ensure my questions were answered and we were on the same page :) . Thank you

August 26, 2025
Unprompted review
finally logo

Reply from finally

Hi Randi,

Thank you so much for sharing your experience! We’re thrilled to hear that meeting with Leila was smooth and helpful. It’s wonderful to know she took the time to walk through your individual needs, answer your questions, and provide the reassurance you were looking for. We’ll be sure to share your kind words with her and the team. We’re grateful for the trust you’ve placed in us and look forward to continuing to support you.

Best regards,
The Finally Team

Rated 5 out of 5 stars

They know their stuff

August 26, 2025
Unprompted review
finally logo

Reply from finally

Hi LB,

Thank you for the great feedback! We’re glad to hear you feel confident in our expertise—it means a lot to us. We look forward to continuing to put our knowledge to work for you.

Best regards,
The Finally Team

Rated 5 out of 5 stars

He was very patient and able to answer…

He was very patient and able to answer all my questions and concerns. He was always ready to address my needs

August 26, 2025
Unprompted review
finally logo

Reply from finally

Hi Sonja,

Thank you so much for your kind words! We’re so glad to hear that our team was able to answer your questions, address your concerns, and provide the support you needed. Patience and clear communication are values we truly prioritize, and it’s wonderful to know that came through in your experience. We appreciate your trust and look forward to continuing to support you!

Best regards,
The Finally Team

Rated 5 out of 5 stars

CPA = Calm, Patient, Awesome

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 I hit snooze on my alarm—and every time, Nelson was cool as a cucumber. He’s sharp, detail-oriented, and somehow makes business taxes feel less like a root canal and more like a mildly inconvenient paperwork party. If you want someone who knows his stuff and won’t judge your chaotic calendar, Nelson’s your guy.

August 26, 2025
Unprompted review
finally logo

Reply from finally

Hi Lee,

This review absolutely made our day! We’re thrilled to hear how much Nelson’s patience, expertise, and sense of humor have helped make the tax process easier (and even enjoyable). We’re lucky to have him on our team, and even more grateful to have clients like you who appreciate his dedication. Thank you for trusting us with your business!

Best regards,
The Finally Team

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