Before the dashboard — the books

Still on spreadsheets? Get proper books first.

Finnovator runs on accounting data, not spreadsheets. If your numbers still live in Excel — or your books are behind — we get you onto Xero or QuickBooks with a clean chart of accounts, then the dashboard and your CFO follow. Do it yourself, or have a partner do it for you.

Book a setup call See the two routes
One-off, quoted upfront Kept out of your monthly price Accredited bookkeeping partners
Spreadsheet today
Hand-keyed, unreconciled
Proper books
Xero / QuickBooks, clean chart
Live dashboard
Runway, burn, board packs
Two ways onto proper books

Do it yourself, or have a partner do it for you.

Both routes end the same way — clean books on a supported platform, connected to Finnovator. The difference is who does the work.

DIY Self-serve

Migrate it yourself

You set up Xero or QuickBooks and bring your history across. We give you a guided checklist and a clean Finnovator chart of accounts to map to. Best if your spreadsheet is tidy and recent.

Step-by-step migration checklist
Auto-mapped chart of accounts
Flows straight into the Basic plan
Freewith Basic · £50/mo
Start setup myself →
Most chosen
DFY Done for you

A partner sets it up

An accredited bookkeeping partner — introduced and overseen by Terramont CFO — builds your books from scratch, migrates your history and reconciles it. Best if you're behind, or starting from nothing.

Books built & migrated for you
History reconciled and signed off
Rolls into an Essential engagement
One-offquoted upfront, after the call
Book a setup call →
What "clean" means

Your accounts, mapped to one clear model.

However your books are labelled, Finnovator maps every account to one standard chart — so runway, burn and margins mean the same thing across every company. Our mapper proposes a category and a confidence for each line, in plain English, and flags anything it isn't sure about for a person to confirm.

Every line carries a reason, not a black box
Uncertain accounts go to human review
Same model for every company on Finnovator
Auto-mapper · live example
{{ autoCount }} auto-mapped · {{ reviewCount }} to review
{{ r.name }}
{{ r.reason }}
{{ r.category }}
{{ r.badge }} {{ r.conf }}
Real output from the Finnovator chart-of-accounts mapper, run on a sample spreadsheet. Confidence and reasons shown exactly as the engine produces them.
Honest pricing

A one-off, quoted before you commit.

Done-for-you setup is priced on the state and size of your records — how far behind you are, how many transactions, how many accounts. We look first, then quote in writing. It's a one-off, separate from any monthly plan, so it never inflates your ongoing price.

The work is carried out by an accredited bookkeeping partner. Terramont CFO makes the introduction and oversees the result, so what lands in Finnovator is something a CFO is happy to stand behind.

How a setup quote is built
How far behindMonths to catch up
Transaction volumeLines to reconcile
Chart complexityAccounts to map
PlatformXero / QuickBooks

Quoted as a single fixed fee after the call. No hourly billing, no surprises.

Let's get you onto proper books.

Tell us where your numbers live today. We'll tell you the shortest route to a live dashboard — and whether that's something you can do yourself or worth handing over.

Book a setup call Start setup myself
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