Request access to your finance team.
We're onboarding businesses in waves so every account gets a real migration — books mapped, accounts connected, agents tuned. Tell us a little about your business; a founder reviews each request and emails you back, usually within 48 hours.
FinXteam prepares review-ready outputs — it does not replace a licensed CPA. You or your invited CPA approve all final books, filings, and decisions.
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You request access ~ 5 minutes
Fill the form on the right. Nothing is charged.
- 2
We review usually within 48 hours
A founder reads every application. We may email back with a quick clarifying question.
- 3
Workspace invite + finish onboarding ~ 10 minutes
You'll get an emailed invite to your workspace. Complete the short onboarding flow — confirm your business profile, accept terms, and verify your work email.
- 4
We help you set up your account 30-min call
A success specialist walks you through connecting your bank, importing your chart of accounts, hooking up Stripe / Shopify / Square, and meeting your eight agents. Your workspace is ready once setup is complete.
Why invite-only?Because every business's books are different — and we'd rather do five migrations a week well than five hundred a week badly. As we ramp, the queue will get shorter.
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