Who it's for
For anyone who needs a business's numbers and would rather not hold the keys to its books.
Lenders, advisors, buyers and accountants all run into the same choice: chase exported spreadsheets, or get added as a user in someone else's QuickBooks. FinShare is the third option.
Commercial lending
Banks and credit unions
Your credit file needs financials that came from the books, not a spreadsheet someone tidied up. FinShare pulls them from QuickBooks Online after the borrower approves, and the bank never holds a QuickBooks login.
SBA, non-bank and private credit
SBA and private lenders
Small business borrowers keep their books in QuickBooks Online and their patience in short supply. FinShare gets you the financials from the source in one request, and keeps you out of their books.
Sell-side advisors and business brokers
M&A advisors and brokers
A seller who has just signed an engagement letter is nervous. Asking them to add you as a QuickBooks user makes it worse. FinShare asks for a list of reports instead, and they approve in a few minutes.
Private equity, independent sponsors and search funds
Buyers and search funds
Before an LOI, no seller will give you a QuickBooks login. After it, a login is more access than you want: everything you can see is something you can be asked about. FinShare gives you the reports and nothing else.
QoE and financial due diligence providers
Quality of earnings teams
The first week of a QoE is often spent getting usable data: re-requesting periods, footing exports and waiting for access. FinShare delivers the full data set from QuickBooks Online, checked, without anyone on your team becoming a user in the client's books.
Fractional CFOs, outsourced accounting and advisors
Fractional CFOs and accountants
If you report on a client's numbers but don't keep their books, a QuickBooks login is more access than the job needs. FinShare sends a standing request for the reports you use each month.
Send your first request today.
Sending a request is free; you pay only when the owner says yes. Nothing to install, and the owner needs only QuickBooks Online.