Company workspace
One workspace. Priced around your company.
Finance, board, reporting and documents in one record, scoped and set up with our team.
From US$2,000 a month, billed annually
- Annual contract
- One year at a time, billed annually.
- Set up with our team
- We scope it with you and get you live.
- Priced on your scope
- A proposal built for your company.
What is in the workspace.
Take the areas you need. Your proposal is built around them.
Finance
Statements, budgets, forecasts, analysis and close.
Report Packs
Board, lender and management packs, built and sent.
Board & Governance
Meetings, resolutions, registers and board books.
Documents and Data Rooms
A document vault with e-sign, and shared rooms for diligence.
Cap Table
Shareholders, share classes, options and scenarios.
Fundraising
Rounds, investor lists, decks and term sheets.
AI Drafting and Document Review
Documents drafted from your inputs, and reviewed before they go out.
ESG & Impact
ESG disclosures and impact reporting.
Decision Evaluations
Compare incoming proposals, and see what a rule or rate change costs you.
Policies and Workflows
Policies, processes and approval workflows.
Team
Your people, their roles and what each can see.
Every workspace also has a dashboard, tasks, notes and updates, and a place to work with your advisors.
What shapes your quote.
Priced on your scope.
Your company
How large you are and how many entities you report on.
The areas you need
Finance, board, reporting, documents, equity or ESG. Take the ones you will use.
What you bring in
The systems you connect and the history you want carried over.
Setup and support
How much of the setup you want us to do with your team.
How we get you live.
A first call
You tell us how your finance office runs today and what you want to change.
Scope and proposal
We write up the scope with you and send a proposal that states the full cost.
Setup
We set up the workspace with your team and help you bring your data in.
Go live
We walk your team through the workspace and are on hand after launch.
Why finance teams choose FinPera.
Security you control
Data is encrypted in transit and at rest, and you decide who sees what, with view-only or edit access you can revoke.
One set of numbers
The board pack, the lender pack and the budget all read from the same recorded figures.
AI grounded in your records
FinPera AI helps draft updates, answer questions and review documents, working from the records you have given it.
Questions, answered.
Let us scope it with you.
Tell us about your company, and how your group is structured if you report on several entities. We will put a proposal together.