FAQ

Frequently Asked Questions

Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Chat to the Finerealty team.

How does billing work?

Plans are assigned per workspace, not per account. You can upgrade a single workspace while maintaining any number of workspaces.

Why is structure so important?

Because clarity over time is only possible when data is consistent. Structure is what turns information into insight.

Can other info be added to an invoice?

Currently, the only way to include additional information on invoices is by adding it to the workspace name.

How does the 7-day free trial work?

Sign up, connect your properties and bank accounts, and use all features for 7 days. No credit card is required. After the trial, choose a plan that fits your portfolio size or cancel anytime.

How does bank account connection work?

Finerealty connects supported bank accounts through licensed third-party connectivity providers. Coverage expands over time, and banking credentials are not stored by Finerealty.

Can I switch plans later?

Yes. Plans are designed to scale with your portfolio, so you can upgrade as your workspace grows and move to a different plan when your needs change.

Which currencies does Finerealty support?

Finerealty is built for international portfolios. For the latest currency coverage in your workflow and region, contact sales before rollout.

Is my financial data secure?

Finerealty states that data is hosted in the EU, protected in transit, and safeguarded with role-based access controls and operational security measures.

Can I export my data?

Yes. The product includes export workflows such as projection exports to CSV or Excel, plus calendar exports and external subscriptions via ICS.