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Start free, or see it on your own numbers
Fourteen days on the Growth plan with everything switched on, or a thirty-minute demo run against a workspace shaped like yours. Either way, the next message you get comes from a person.
What happens next
A person reads your note
A solutions engineer, not a routing rule, reads what you sent and works out who is best placed to answer it.
You hear back within one business day
Either your workspace link and a short setup guide, or two or three demo times that fit around your calendar.
We set it up together
Connections, chart of accounts and approval policies configured on a shared call. Most teams are running inside an hour.
- Bank connections are read-only. Finex can see balances and transactions, and can never move money without an approval you configured.
- Data is encrypted in transit and at rest under SOC 2 Type II controls, and deleted in full within 30 days of a written request.
- No sales sequence. If the answer is that Finex is not the right fit for you yet, we will say so on the first call.