Frequently Asked Questions

Common Questions

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General

Who does Finvoke specialise in working with?

We specialise in agencies, consultancies, software development firms, marketing/creative agencies, and any service business built on billable hours and human capital. We primarily serve South African businesses, but also support offshore clients with processing and reporting.

Do you replace an in-house accounting team?

We can act as your full end-to-end internal finance department, delivering the senior-level expertise of a full in-house team. Alternatively, if you already have an internal bookkeeper for day-to-day capturing, we can handle everything else, including payroll, compliance, SARS/CIPC obligations, reporting, and CFO-level advisory.

What accounting tech stack do you use?

Our preferred tech stack includes Xero for accounting, SimplePay for payroll, and Hubdoc/Dext for invoice and receipt capturing. Support for Sage and QuickBooks are in development.

Retainers & Pricing

What package tiers do you offer for retainers?

We offer three main tiers:

Starter: Focuses on the operational backbone and compliance (dedicated account manager, bookkeeper, CIPC, tax compliance, and payroll).
Standard: Includes everything in Starter, plus management reporting, tax planning, and access to Clarity.
Premium: Functions as a full outsourced CFO with dedicated consultation hours, deep tax planning, and management reports.

Can I upgrade or change my package as my business grows?

Yes. Your package is flexible and never set in stone. Most clients start on core compliance and scale up to advisory and reporting as they expand.

Catch-up/Once-off Compliance

Does this ever lead to a retainer? If so, how does that transition work?

Usually, yes. Once everything is caught up, compliant, and on software, most clients convert to a monthly retainer. This is a smooth transition, because by then we already hold the full context and history of the business since inception.

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We can run it two ways: catch-up first, then convert; or run the retainer concurrently, keeping everything compliant from the day we meet you while we clear the backlog in the background so nothing urgent is held up. And retainer clients can always request once-off or ad-hoc work, scoped and invoiced separately.

Clarity for Agencies

How do I know the numbers match my own records?

Revenue is reconciled month by month against your accounting system's own P&L report, and you can see the result on the dashboard. For profit, the dashboard reads your accounting system's report directly rather than rebuilding it, because the transaction view leaves out things like payroll and accruals.

Are the dashboard numbers AI-generated?

No. Every chart and figure is a plain calculation running over your data. The same inputs always give the same result. The AI is not involved in computing or storing any numbers on the dashboard.

What do you pull in (data)?

Invoices, bills, payments, contacts, journals, credit notes, bank transactions, the chart of accounts, and the P&L and balance sheet reports. The raw copy is kept as it arrived, then cleaned in a separate layer, so the original is always there to check against.