FAQ

Straight answers for finance buyers.

Grouped by what finance directors, controllers and accountants actually ask us. Missing something? Ask on the demo call.

Product

Product questions.

Do we have to leave Xero?+

Never. Xero remains your source of truth. Finio reads and writes to your live ledger.

Does Finio work with QuickBooks or Sage?+

Not yet. Finio is Xero-native by design — trying to abstract across ledgers is where competitors lose depth.

Can we use it for a single entity?+

Technically yes, but Xero + Dext + Stripe is genuinely fine below three entities. Finio is worth it when intercompany starts hurting.

Does it replace our approvals tool?+

Yes. Multi-tier, multi-entity approvals are native. Most groups turn off ApprovalMax on day one.

Pricing

Pricing questions.

Why per entity and not per invoice?+

Per-invoice punishes growth and makes budgeting impossible. Per entity is what your FD already tracks.

What's the group discount?+

Rate drops at 3+, again at 20+. Automatic — no negotiation.

Annual or monthly?+

Monthly rolling by default. Annual gets you two months free.

Setup fees?+

None. Onboarding is included and typically takes under a week.

Security

Security questions.

Where is the data hosted?+

AWS eu-west-2 (London) primary, Dublin secondary. Never leaves the UK/EU.

GDPR / DPA?+

Fully compliant. DPA sent on request, no back-and-forth.

SOC 2?+

Type II in progress with Vanta. Type I attest available now.

Sub-processors?+

Full list published — AWS, Vanta, Stripe. No US-based data hosting.

Support & onboarding

Support & onboarding questions.

How long does onboarding take?+

Median five business days, from Xero connection to first live cross-charge.

What if we're mid-migration from Lightyear?+

We do the migration. Historical data, supplier list, approval rules — imported and reconciled.

Support hours?+

Business hours on Group; 4h SLA on Estate; 1h + on-call on Enterprise.

Do you support accountants?+

Yes — accountant seats are free and unlimited. One login across every client group.

Book a demo

Still wondering?

Book a 30-min demo — we'll answer everything, live.