Alison B.
Worst decision I could have made.
Communication is a nightmare. One would think that with AI, bookkeeping would be even simpler. Not here! I am categorizing my own transactions in my monthly “ask client” report even though I have the same transactions with the same people multiple times per month. I had to go through two years of bank statements to show “the team” how a transfer from one account shows up two days later to another account at a different bank - multiple transfers! For this headache, I’d do my own books.
Response from finallyJan 27, 2026
Hi Alisson, Thank you for sharing your feedback. We truly hear your frustration, and we understand that your time is best spent running your business. Our goal at Finally is to leverage our technology to make bookkeeping as efficient as possible. We would welcome the chance to connect and discuss the logic behind your transaction categorization so we can better support your reporting moving forward. We value your partnership and take your candor seriously; it is essential in helping us better align our services with your specific business needs. Best regards, The Finally Team




