Number of Seats/Users: Finly offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Finly that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Finly. Finly reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Finly offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Finly. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Finly often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Hello! As a Spendbase discount specialist, I’m here to share some insights based on our internal data regarding Finly, the advisory platform tailored for Swiss financial and insurance consultants.

User-Friendly Interface

Our internal data shows that Spendbase clients appreciate Finly’s intuitive and cheerful interface, which simplifies financial management tasks. One client mentioned that the platform is easy to use compared to other financial ERPs they’ve used in the past.

Efficient Expense Management

Spendbase clients have found Finly’s expense management features to be highly effective. The platform’s automatic report generation and OCR tool for scanning receipts streamline the expense reporting process. This automation reduces manual data entry and minimizes errors, leading to more accurate financial records.

Comprehensive Financial Education

Finly also offers resources to enhance financial literacy. Clients have noted that the app provides all the information necessary to start a foundation in financial education, with content that’s easy to understand even for beginners.

Responsive Customer Support

Our internal data indicates that Finly’s customer support is both responsive and helpful. Clients have reported that the support team answers questions promptly and effectively, without relying on generic responses.

Areas for Improvement

While the feedback is largely positive, some clients have suggested areas for enhancement. For instance, a client mentioned that support took some time to respond, but they eventually received the help they needed. Another client expressed a desire for additional forecasting features to further aid in financial planning.

Conclusion

Overall, our internal data shows that Finly is a valuable tool for financial and insurance consultants, offering a user-friendly interface, efficient expense management, comprehensive educational resources, and responsive customer support. While there’s always room for improvement, the platform’s strengths make it a solid choice for professionals seeking to streamline their advisory processes.