# Finaxis Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Finaxis Software - reviews, pricing plans, popular comparisons to other Treasury products and more.

Source: https://www.capterra.com/p/10040828/Finaxis

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# 

 Finaxis Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 4, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Finaxis

## What is Finaxis?

Finaxis automates accounts receivable workflow by offering smart reminders, multichannel follow-ups (email, SMS, voice), predictive payment scoring, and real-time cash visibility. It plugs directly into QuickBooks, Xero, Acomba, Sage 300, and NetSuite. CSV import for any other system. Designed for the Canadian market with bilingual French/English workflows and data hosted in Canada, supporting compliance with Quebec's Law 25 and PIPEDA. Used by finance teams at professional services firms, SaaS companies, consulting, and staffing businesses It acts as a virtual AR employee, an AI Copilot that learns how each of your customers actually pays.

## What is Finaxis used for?

[Treasury](https://www.capterra.com/treasury-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$525

Usage Based, Per Month

Free trial  
available

Includes Free Version

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Do you work for Finaxis?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://finaxis.ai/&name=Finaxis)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Finaxis

0.0

VS.

[4.9 (58)](https://www.capterra.com/p/10035709/Mercury/#reviews)

Starting Price

$525

Usage Based, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

5.0 (161)

Value For Money

0.0 (0)

Value For Money

4.8 (148)

Customer Service

0.0 (0)

Customer Service

4.4 (153)

## Finaxis alternatives

[4.5 (25)](https://www.capterra.com/p/187225/Trovata/reviews/)

Starting price

$24000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

Highest Rated

[5.0 (1)](https://www.capterra.com/p/10014132/Panax/#reviews)

Starting price

$15000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[5.0 (1)](https://www.capterra.com/p/172368/ZenTreasury/#reviews)

Starting price

$15360.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Agicap](https://www.capterra.com/p/196637/Agicap/)

[4.3 (161)](https://www.capterra.com/p/196637/Agicap/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/196637/Agicap/)

## FAQs about Finaxis

Overview

### What company size and specific industries is Finaxis built for?

Finaxis is designed for finance teams at B2B service businesses, especially professional services, SaaS, consulting, staffing, and accounting firms. It suits organizations that want to automate accounts receivable collections with AI, making it relevant for small to mid-sized companies and larger firms in these sectors.

Features and Usability

### What are the key features of Finaxis?

Finaxis offers AI Copilot for guided financial operations, plus cash flow management and cash management for monitoring liquidity. It also includes data capture and transfer, reporting and analytics, and risk analysis, risk assessment, and risk management features for tracking financial exposure and supporting decision-making.

Pricing

### How much does it cost and what fees or limitations are included?

Finaxis starts at $525 per month for the Iris — AR Agent plan, which includes AI reminders, AR dashboards, and up to 150 client accounts. Billie — Credit Manager costs $975 per month for 5 users, and Nova — Financial Controller costs $2,200 per month for 15 users. A free trial is available.

Integrations

### Which third-party tools and platforms does Finaxis integrate with?

Finaxis integrates with 4 third-party tools: HubSpot CRM, NetSuite, QuickBooks Online, and Xero. These integrations cover CRM and accounting platforms, giving Finaxis connections to customer data, financial records, and bookkeeping workflows.

Getting Started and Support

### What training and onboarding options does Finaxis offer?

Finaxis provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars offer scheduled group learning, documentation provides written reference material, and videos allow self-paced review of product features and setup steps.

Getting Started and Support

### What customer support options does Finaxis offer?

Finaxis provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback on support is available in the catalog data, so user experience details such as response speed or helpfulness cannot be confirmed.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Cash Flow Management

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Cash Management

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Risk Analysis

Analyze potential risks across the organization

Finaxis 8 features

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Import, collect, and capture data from multiple sources

View and track pertinent metrics to find patterns and gain insights from data

Analyze potential risks across the organization

Initiate collection and analysis of known risks

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

## Pricing

Free Trial

Iris — AR Agent

$525.00

Usage Based,Per Month

It includes:

-   AR dashboard with real-time KPIs
-   AI-powered reminders (email)
-   Aging tracking (1-30, 31-60, 61-90, 91+ days)
-   Collection forecast
-   Automated reminders for accounts receivable (AR)
-   Predictive payment scoring
-   Client profiles (360° view)
-   Monthly AI action allocation
-   Automated reminders for accounts receivable (AR)
-   QuickBooks integration
-   Xero integration
-   Acomba integration
-   CSV import/export

Billie — Credit Manager

$975.00

Usage Based,Per Month

It includes:

-   Everything included in Iris +
-   AI-powered credit risk scoring
-   Predictive analytics
-   Risk-level segmentation (high/medium/low)
-   Team collaboration tools
-   SMS follow-ups
-   Advanced credit scoring
-   Customizable reminder templates
-   Custom AR views
-   Team collaboration
-   CRM sync
-   Supports up to 500 clients
-   Higher AI action allocation

Nova — Financial Controller

$2,200

Usage Based,Per Month

It includes:

-   Everything included in Billie +
-   Voice follow-ups
-   Advanced Agent AI Orchestration
-   Custom configurations
-   Granular permission sets
-   Mandatory 2FA
-   ERP integrations
-   Team performance tracking
-   Dedicated onboarding
-   Priority support with SLA
-   Custom modules / adaptation
-   Largest AI action allocation + custom overage terms
-   Supports 2,500+ clients

## Integrations

[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

NetSuite](https://www.capterra.com/p/135757/NetSuite/)

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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