Make it read your trial balance before you pay for anything

Somebody has told you before that their product connects to your ERP. It did not, or it did once and then stopped, or it worked on a demo tenant that was not yours. That experience is the reason this page exists, and we are not going to argue you out of it.

What the test is

A read-only connection from FINAHQ to one of your systems, made by your IT team with credentials they issue, pulling one thing: a trial balance for a period you choose.

That is all. It is not an onboarding, it is not a pilot with a statement of work, and it does not need your data to leave your building if you do not want it to — the same self-hosting options on the trust page apply here.

Veranda, a BSE-listed group, was persuaded the same way — by its own numbers rather than a demonstration:

What you need to have ready

• One entity, and one period you already have signed or reviewed numbers for.
• Someone from IT who can issue read-only credentials for that system.
• The signed trial balance for that period, so you can check the result against something you already believe.

That last one is the part people skip, and it is the part that makes the test worth running. Veranda had tried other products and not been satisfied; what changed their mind was their own previous year’s financials coming back out of the system, in front of people who already knew what they should say. A number that appears on a screen proves nothing. A number that matches the one you already signed is the whole answer.

What it costs your team

Separately from the fee: one session, one person from IT for the part where the credential is issued, and one read-only account scoped to a single entity — the same account your team would create for any reporting tool, and one they can revoke the moment the session ends. No connector software is installed on your estate either: every system on the connection list is reached by an API call or a scheduled export, and none of them uses an agent running inside your network.

What happens to the extracted trial balance afterwards, and how long it is held, is not stated on this site yet. Ask before you run it, and get the answer in writing — a vendor who cannot answer that in a sentence is telling you something.

What you get back

Either FINAHQ reads your trial balance and it agrees with yours, or it does not. If it does not, you will see where it disagrees rather than a message saying something went wrong.

If it does agree, the next question is how much of your chart maps cleanly to a Schedule III presentation — and you will have a real answer for your own ledgers instead of an average from somebody else’s.

At SNR, whose finance teams sit in fourteen locations, the suggested mapping matched in nine cases out of ten:

What it costs

It is a paid proof of concept, not a free trial, and this page said otherwise until 24 September 2026. Correcting it here rather than quietly, because a page that promises free and then invoices is worse than one that was straight with you.

What you are buying is the thing you have most reason to doubt, proved on your own data before the rest of it: the connection to your systems, your trial balance read out of them, and your own chart of accounts mapped. The commercial shape is agreed in writing before anything starts — what moves the price — and the scope is one project or one entity rather than an onboarding.

We do it this way because the alternative is asking you to take on faith the one thing you have most reason not to. If the connection is the risk, the connection should be the first thing proved, not the last.

Then what

If it works and the mapping looks sane, we talk about the rest: what your close actually costs you today, and what the numbers look like for a group your shape. If it does not, you have lost a session and learned something true about your own systems.

If you would rather see the commercial shape before you spend a session on this — what moves the price, what the fee excludes, when you pay and which entity you would be signing with — it is on what it costs and what moves it.

Ask for a connectivity test and say which ERP and which entity.