Question 1

What is iFinanx?

Accepted Answer

iFinanx is modern cloud accounting software that helps businesses manage invoicing, expenses, banking, customers, vendors, and financial reporting from one simple, affordable platform.

Question 2

Who is iFinanx for?

Accepted Answer

iFinanx is built for small businesses, growing businesses, entrepreneurs, accountants, bookkeepers, and accounting firms managing multiple clients.

Question 3

Is iFinanx cloud based?

Accepted Answer

Yes — iFinanx runs entirely in the cloud, so you can access your books from any device with an internet connection, anywhere.

Question 4

Is there a free trial?

Accepted Answer

Yes, every plan includes a full free trial with no credit card required to start.

Question 5

How long is the free trial?

Accepted Answer

The free trial runs for 30 days on every plan.

Question 6

What is included in the trial?

Accepted Answer

The trial gives you full access to your chosen plan's features, so you can genuinely evaluate iFinanx before committing.

Question 7

What accounting features are available?

Accepted Answer

iFinanx includes a full Chart of Accounts, journal entries, double-entry accounting, invoicing, bills, banking, multi-currency support, and a complete financial reporting suite.

Question 8

Does iFinanx support invoicing?

Accepted Answer

Yes — create, send, and track professional invoices with automatic payment status updates.

Question 9

Does iFinanx support bills?

Accepted Answer

Yes — record vendor bills, track due dates, and manage accounts payable.

Question 10

Does iFinanx support bank imports?

Accepted Answer

Yes — import bank transactions directly instead of entering them manually, then categorize them with a clear review queue.

Question 11

Does iFinanx support reconciliation?

Accepted Answer

Yes — reconcile your accounts against your actual bank statement, with bank rules to automate recurring categorization.

Question 12

Does iFinanx support multiple currencies?

Accepted Answer

Yes — invoice, bill, and report in the currencies your business actually uses.

Question 13

Does iFinanx support financial reporting?

Accepted Answer

Yes — Profit & Loss, Balance Sheet, Trial Balance, Cash Flow, General Ledger, AR Aging, and AP Aging are all included.

Question 14

What is iDocx?

Accepted Answer

iDocx is our upcoming paperless document capture and accounting automation product, designed to capture receipts and bills and send the extracted information directly into iFinanx.

Question 15

How does paperless accounting work?

Accepted Answer

You take a picture of a receipt, bill, or document. iDocx captures and extracts the relevant information and sends it directly into your iFinanx books — no manual data entry required.

Question 16

Is iDocx included?

Accepted Answer

iDocx is a separate add-on available once it launches. See the Pricing page for add-on details.

Question 17

What does iDocx cost?

Accepted Answer

iDocx pricing details are available on the Pricing page once the product launches.

Question 18

How can I contact support?

Accepted Answer

Visit our Contact page to reach our team for sales, support, or general questions.

Question 19

Can I book a demo?

Accepted Answer

Yes — use the "Book a Free Demo" button on any page to reach our Contact page and request a demo.

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