Pricing & packages

Start with a clear outcome and define the scope before any commitment.

Packages organise common starting points. Actual scope, responsibilities, timing and fees are confirmed through a written proposal and engagement.

How pricing works

Every engagement is priced to its exact scope.

Amount, currency and terms are confirmed with you before any engagement begins. Request a package below to get your exact price.

Four ways to begin

Professional packages, not a retail checkout.

Choose a useful starting structure. Financy will confirm the actual responsibilities, volume, timing, risks and connected requirements before issuing an engagement.

PKG-04 · Senior decision support

Advisory Partner

A recurring senior-finance relationship connecting forecasts, cash, performance and the management actions needed to move the business forward.

Commercial modelProposal only

Engagement rhythmMonthly or quarterly engagement

Included starting scope

✓Management meeting and decision agenda
✓Cash, forecast and performance review
✓Action register with owners and due dates
✓Connected finance, automation and risk priorities

Best for

Owners and leadership teams that need regular CFO-level support without a full-time hire.

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PKG-01 · Establish and organise

Business Launch

A coordinated starting package for a new or changing business, bringing formation, finance setup and the first compliance map together.

Commercial modelFrom price

Engagement rhythmOne-time project

Included starting scope

✓Formation and registration coordination
✓Opening finance and accounting-system structure
✓Initial tax, VAT, payroll and NSSF requirements map
✓Document checklist, responsibilities and next-action plan

Best for

Founders establishing a company or formalising an early-stage operation.

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PKG-02 · Run finance with discipline

Finance Control

Recurring accounting, reporting and compliance coordination designed to create reliable records, a controlled close and clearer management information.

Commercial modelFrom price

Engagement rhythmMonthly engagement

Included starting scope

✓Monthly bookkeeping and reconciliations
✓Management reporting and review rhythm
✓Compliance calendar and evidence organisation
✓Open-item, issue and responsibility tracking

Best for

Operating SMEs that need dependable monthly finance operations.

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PKG-03 · AI, OCR and automation

Intelligent Operations

New direction

A controlled automation journey from opportunity assessment to one practical pilot, with human review, exceptions and ownership designed from the start.

Commercial modelProposal only

Engagement rhythmAssessment and phased project

Included starting scope

✓Business and automation opportunity assessment
✓One priority workflow and OCR/AI pilot design
✓Human-review, exception and approval controls
✓Implementation roadmap, acceptance criteria and support options

Best for

Teams handling repetitive documents, approvals, reconciliations or reporting.

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How pricing will appear

Three controlled price modes.

The portal decides which mode is visible for every package or add-on. An amount cannot appear publicly until it is approved with its scope and effective date.

Fixed price

For a clearly defined, repeatable scope with stated assumptions, limits and exclusions.

Confirmed with you before engagement

From price

For work with a stable starting scope where volume, complexity or number of entities changes the final fee.

Confirmed with you before engagement

Proposal only

For advisory, AI, OCR, transformation or complex matters that require discovery before a responsible price can be confirmed.

Confirmed with you before engagement

Optional scope

Add only what the engagement needs.

Add-ons remain separately identified so clients can distinguish the core responsibility from volume, specialist or support extensions.

ADD-04From price

Additional entity or location

Separate records, reconciliations, close steps or reporting structure.

Unit: Entity or operating unit

ADD-05Proposal only

Forecast & performance pack

Cash forecast, performance analysis, scenarios and management commentary.

Unit: Monthly or quarterly pack

ADD-06Proposal only

Historical clean-up or migration

Controlled clean-up, opening balances, migration and evidence gaps before recurring work begins.

Unit: Defined project

ADD-03Proposal only

OCR processing capacity

Additional controlled extraction volume, exception review and agreed retention.

Unit: Document-volume band

ADD-02From price

Payroll, people & NSSF

Employee lifecycle, payroll processing and connected NSSF responsibilities.

Unit: Employee band

ADD-08Proposal only

Priority support window

An agreed response and escalation structure for time-sensitive work.

Unit: Agreed support period

ADD-07From price

Team training

Role-based training on finance processes, controls, accounting systems, data or automation.

Unit: Programme or workshop

ADD-01From price

VAT & tax compliance support

Preparation, review, evidence and filing support according to the approved engagement.

Unit: Return or recurring cycle

Always shown separately

Professional fees are not government fees.

Government, authority, notary, legal, translation, courier, software, payment-provider and other third-party charges are identified separately. They are not silently included in a Financy fee.

Controlled acceptance

A click does not create an engagement.

Financy must confirm scope, capacity, conflicts, KYC requirements, responsibilities, terms and the approved price before work begins. Live payment remains off unless separately approved.

Pricing last reviewed 09 August 2026Final price confirmed with you before any engagement begins

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