Need a hand with FinoPilo?
FinoPilo is built and run by one person, so support is direct — no ticket queue, just an email that gets read. Pick the tool your question is about below, or check the FAQ first.
Invoices, payments, or follow-ups
Questions about invoicing, purchase invoices, payments, or the comm log.
Email about FlowReports, budgets, or forecasts
Questions about transactions, dashboards, budgets, or exporting a report.
Email about ReportQuestions or feature requests
Task Plan is still in development — get in touch with questions or what you'd want from it.
Email about Task PlanFrequently asked
Before you write in, this might already answer it.
What is FinoPilo?
A small suite of tools for firms managing client books: Flow for tracking receivables and payables, Report for turning that data into client-ready reports, and Task Plan (coming soon) for the work behind the numbers.
Do I need Flow to use Report?
Yes — Report runs on the same firm and login system as Flow, and pulls its numbers from your Flow data. You'll need a Flow account and firm set up first.
Can I use FinoPilo for more than one client?
Yes. Flow and Report are both built around firms — each client's books are kept separate, and you can belong to more than one firm at a time.
Is one firm's data visible to another?
No. Each firm's data is scoped to that firm — a team member only sees the firms they're actually part of.
How do I get set up?
Reach out through the Flow contact link above and we'll get you set up.
When is Task Plan launching?
There's no firm date yet — it's in active development inside Flow. Email us if you'd like to be told when it's ready.
I found a bug, or have a feature request.
Email us with what happened (or what you'd like to see) and which tool it's about — that's the fastest way to get it looked at.
Still stuck? Write to hello@finopilo.com and we'll get back to you.