finally Reviews 279

One-Star Review

I am writing to express my deep dissatisfaction with the accounting services offered by Finally.com. Contrary to the service’s advertised capabilities, Finally.com was unable to log in to my online accounts. As a result, I was required to personally log in each month, download the relevant statements, and then upload those same documents to the Finally platform.

The only work product provided was a basic Excel spreadsheet in which the company simply copied and pasted numerical data from the statements. This output proved entirely worthless for preparing my tax return.

In addition, when I lost my job, Finally.com assessed a termination penalty of nearly $800 because I had used their services for only 18 months. Most troubling, the company continued to charge my credit card for two months after I had explicitly instructed them to stop all work and billing.

Buyer beware. I strongly recommend that prospective clients consider alternative providers.

I filled out one form just to get some information and immediately the calls and emails started. And they have not stopped since.

At first, it felt normal. A few emails, a couple of calls. I figured I was busy and would follow up after traveling. Then they sent messages saying things like “this will be our last time contacting you,” which I appreciated. I thought, great, I can circle back when I’m ready.

That was over a month ago. The communication never stopped.

I’ve had to block them on email, report them as spam, and block multiple phone numbers. Somehow they even got access to another number of mine, which I also had to block. As a Mac user, blocking doesn’t always fully stop calls, so I’m still getting them.

At this point, I just pick up and hang up.

This is by far the most persistent and frustrating company I’ve ever interacted with. What started as a simple inquiry turned into nonstop spam. I would strongly caution anyone before sharing their information.

The process was super easy I was approved in 2 days and I got rid of done for you taxes so you're getting two for one you're getting line of credit and you're getting an AI bookkeeper you can't beat it
Tyrone Salazar

I’m not sure even where to begin to say this company is the biggest bookkeeping scam out there would be an understatement. Please please please if you own a small business do not use these people. It is a fraudulent company. I’m working on everything I can do to get this word out to the world and any small business owner in the United States. In 12 years of business, I have never had such a bad experience with any company I have ever worked.. the worst customer service the worst people to communicate with nobody knows what they’re doing and who’s doing what

This company made great offers to evaluate numbers and catch up my books, but in the end I ended up doing a large portion of pulling statements, reports, and categorizing on my own. Now that we have come to a cancellation agreement, they are dragging their feet giving me my year end statement from last year, so that I can file my taxes. Every phone call is met with an answering machine. This reeks of scam. I was finally able to get a call back after leaving three voicemails and talking to a real person in the billing department who was able to relay my message to my account person or a manager. It shouldn’t have been this difficult to get my reports. There have also been errors which I have replied about and have always categorized the ask client sheets promptly.

Well, we started out great
The only people who contact me now are billing
My “ accountant( tax person) can’t get my information to finish my taxes
Not sure what happened
I’d stay away
No support
No communication
I’m truly disappointed and stuck because I paid for a service I’m not receiving

UPDATE (Most Recent):

I have now regained ownership of my account—but only after escalating the issue myself by identifying and contacting the CEO directly.

While I appreciate that this specific issue was ultimately resolved, it should not require that level of escalation for a customer to regain access to their own account. This raises serious concerns about internal processes, support responsiveness, and overall accountability.

Since my original review, additional discrepancies have also come to light through my new accountant, including incorrectly marked invoices and duplicate payment entries. These issues have contributed to tax delays and have cost my business thousands of dollars in additional accounting work to correct prior errors.

Equally concerning is the continued lack of meaningful engagement from the assigned representative. Responses have remained largely templated and fail to address the substance of the issues raised, which has made resolution unnecessarily difficult.

While one issue has now been resolved, the broader concerns around accuracy, communication, and accountability remain unresolved. I am continuing to pursue a fair resolution.

UPDATE: It's been 3 weeks since my original request and I'm still waiting for you to give me ownership of my account.

ORIGINAL: I had an extremely disappointing experience with Finally Bookkeeping Services and would strongly caution others before working with them.

They failed to deliver my tax documents on time for the S-Corp deadline, which resulted in penalties and fees from the IRS. On top of that, they made unauthorized changes in my QuickBooks account - specifically marking invoices as paid after explicitly telling me they would not touch this. This error directly caused me to miss out on nearly $20,000 in revenue, which is unrecoverable.

When I raised these concerns, they were not taken seriously. My issues were brushed off rather than prioritized, which only added to the frustration. The lack of accountability and attention to detail is unacceptable, especially for a company handling sensitive financial data.

Overall, this experience has been costly, stressful, and completely avoidable. I consider their practices highly unprofessional and unethical, and I am currently exploring legal action due to the financial damages incurred.

I would not recommend their services.

The people care

Excellent service

I found the team at Finally attentive, adaptive and pleasant to work with especially my account manager. My business was quickly evolving and growing and the team helped me navigate the technicalities of my bookkeeping. They responded to my questions, helped me with problems and made themselves available to make my life infinitely easier. Would always recommend these guys

Working with Bianka Manzanillo @ Finally was really gratifying. She helped me fix a problem that had come up and had Finally show its commitment to customers in a great way. Thank You Bianka and Finally!

With me, they have dropped the ball so many times. It took them over two months to get me my December profit and loss statement. I have had issues with the web app almost the whole time since they have been onboarding me since last September. I can never talk to anyone unless I threaten to drop them or complain a lot. I am just over them

Easy to use, great customer service and the automatic payment helps so you dont forget.

I have been with Finally for 1 year and they do not get back with you. I have waited at the present time to get someone to call me back now for 2 days. They lie about services and would highly recommend you get a local bookkeeper and not some crooks that will call you back if they didn't receive payment, but that is it. Thoroughly fed up and wasted my companies money on them and I am done.

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

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.

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!

Great! Walked me through all the details and always answers my questions. Easy to reach!

Jose is great! Communication skills are amazing! Very helpful and always available. I couldn't ask for a better bookkeeping service!