finally (finally.com) has a 2.7 out of 5 rating on OK.one, based on 70 user reviews collected here. It is listed under Money & Insurance and its reputation is poor. Opinions are polarized: 40% rate it 4 stars or higher while 51% give 1 star; The business has replied to 13% of negative reviews. Last updated 2026-08-10.
What people say
J
Jeff Hartson · 2 reviews · Experienced 2026-03-13 ·
★★★★★
Working with Bianka Manzanillo @…
Working with Bianka Manzanillo @ Finally was really gratifying. She helped me fix a problem that had come up and had Finally show its commitment to customers in a great way. Thank You Bianka and Finally!
Reply from finally2026-03-30
Hi Jeff,
Thank you so much for taking the time to share your experience. We are delighted to hear that working with Bianka was a gratifying experience for you.
At Finally, we are deeply committed to our customers, and we’re glad Bianka was able to demonstrate that dedication by resolving your issue effectively. We will be sure to share your kind words with her and the rest of the team.
We appreciate your partnership and look forward to continuing to support your business.
So far my experience with Finally Bookkeeping has been great. I love the communication channels and the punctuality of the deliverables and commitments.
My rep Karina is amazing! She is super concerned about making sure that I understand what's going on with my file at all times. Super patient and very easy to work with. Excellent experience!!!
Don’t do it. I signed up in March and they reconciled only the first two months. It’s now Jan and still nothing else reconciled for 2025. I even went ahead and reconciled my books myself, sent them to my rep and still received nothing months later. Not a single report. Constant back and forth avoiding actual work. I let the games linger way too long. Now that I have requested cancellation due to services not provided, they have attempted to charge my card literally every day for more money.
Finally, a company who cares about me and my needs.
Finally is very responsive to all of my needs and they provide friendly reminders to help me stay on top of our reporting to remain in front of our monthly reports. They are always profesional, even when I am not, lol.
Reply from finally2026-01-27
Hello Bear,
We truly appreciate the positive feedback! Our goal is to make your reporting process as seamless as possible, and we're glad to hear our team's responsiveness and proactive approach are making a difference. Thank you for being such a valued partner—we look forward to continuing to support your business!
Best regards,
The Finally Team
K
Kathy Payne · 1 review · Experienced 2026-01-13 ·
★★★★★
professionalism
The reason why I gave her five is because Angelica took so much time and patience with me and setting up my payroll system her patient made me feel like a pro. I’ve been waiting to complete this to move onto my next task and she made it effortless if there were 10 stars I would give her all 10 she taught me so much in such little time thank you, Angelica Calderon I’m ready to Book the next task
Reply from finally2026-01-27
Hi Kathy,
Thank you for sharing your experience. We know how important it is to get payroll right so you can focus on the rest of your business, and it’s wonderful to hear that Angelica provided the patience and expertise to get you there. We truly appreciate your partnership and look forward to supporting you on your upcoming tasks!
Best regards,
The Finally Team
Finally is devoted to providing great customer service. They are responsive and understanding and patient as I work with them to assist in several years of bookkeeping that I am behind on. I feel bad and I feel understood, not judged. We are still in the middle of the process. Thank you, Ian, especially!
Reply from finally2026-01-27
Hi Vicky,
We truly appreciate your kind words! We know that getting caught up on several years of bookkeeping can feel overwhelming, but we are honored to be the partner helping you navigate it. Ian and the rest of our team are fully devoted to your success, and we’re glad you feel supported every step of the way. We look forward to getting everything finalized with you!
Best regards,
The Finally Team
Communication is a nightmare. One would think that with AI, bookkeeping would be even simpler. Not here! I am categorizing my own transactions in my monthly “ask client” report even though I have the same transactions with the same people multiple times per month.
I had to go through two years of bank statements to show “the team” how a transfer from one account shows up two days later to another account at a different bank - multiple transfers! For this headache, I’d do my own books.
Reply from finally2026-01-27
Hi Alisson,
Thank you for sharing your feedback. We truly hear your frustration, and we understand that your time is best spent running your business. Our goal at Finally is to leverage our technology to make bookkeeping as efficient as possible.
We would welcome the chance to connect and discuss the logic behind your transaction categorization so we can better support your reporting moving forward. We value your partnership and take your candor seriously; it is essential in helping us better align our services with your specific business needs.
Best regards,
The Finally Team
Lelia provided excellent service, giving me time to ask all my questions and reassurance that her questions were answered. She was patient, thorough and kind .
Being able to meet with Leila was great, it was easy to schedule with the link and very helpful to explain details of my individual needs and ask questions and get answers in real time. She also assured me she would confirm some questions we discussed with other on the team which was reassuring. Leila was patient and took all the time necessary to ensure my questions were answered and we were on the same page :) . Thank you
Reply from finally2025-08-28
Hi Randi,
Thank you so much for sharing your experience! We’re thrilled to hear that meeting with Leila was smooth and helpful. It’s wonderful to know she took the time to walk through your individual needs, answer your questions, and provide the reassurance you were looking for. We’ll be sure to share your kind words with her and the team. We’re grateful for the trust you’ve placed in us and look forward to continuing to support you.
Best regards,
The Finally Team
L
Lee · 2 reviews · Experienced 2025-08-26 ·
★★★★★
CPA = Calm, Patient, Awesome
Nelson is the tax wizard I never knew I needed. Not only does he speak fluent IRS (a language I barely understand), but he also has the patience of a saint. I rescheduled our meetings more times than I hit snooze on my alarm—and every time, Nelson was cool as a cucumber. He’s sharp, detail-oriented, and somehow makes business taxes feel less like a root canal and more like a mildly inconvenient paperwork party. If you want someone who knows his stuff and won’t judge your chaotic calendar, Nelson’s your guy.
Reply from finally2025-08-28
Hi Lee,
This review absolutely made our day! We’re thrilled to hear how much Nelson’s patience, expertise, and sense of humor have helped make the tax process easier (and even enjoyable). We’re lucky to have him on our team, and even more grateful to have clients like you who appreciate his dedication. Thank you for trusting us with your business!
Best regards,
The Finally Team
H
Hank Hayes · 1 review · Experienced 2025-08-26 ·
★★★★★
Karina at Finally Bookkeeping and the…
Karina at Finally Bookkeeping and the rest of the team are making what, over the years, has been emotionally taxing and physically draining, a fun process.
I highly recommend Finally for their bookkeeping and tax services.
If you're lucky enough to get Karina Perez, you'll be in great hands; however, everyone that I've dealt with at finally has been a total pro.
Reply from finally2025-08-28
Hi Hank,
Thank you so much for taking the time to share this feedback. We’re thrilled to hear that Karina and the rest of the Finally team have made the bookkeeping and tax process a positive experience for you. Your recommendation means a lot to us, and we’ll be sure to pass along your kind words to Karina and the team.
We’re grateful to have the opportunity to support you and look forward to continuing to make things easier for you in the future!
Best,
The Finally Team
