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About Finpace
What is Finpace?
Finpace is an AI-powered automation platform for financial advisory teams. Its virtual assistant, Emma, reads documents like 1040s, custodian statements, and meeting notes, then extracts data to auto-fill forms and sync CRM records. It eliminates manual data entry, reducing errors and turnaround times.
Who is it for?
Finpace is built for RIAs, BDs, and financial advisory teams who handle client paperwork daily. It streamlines account openings, profile building, form prep, and document review. It is not ideal for companies outside financial services or those needing heavy customization without enterprise support.
Key capabilities
Emma reads PDFs and scans, pulls fields like names and account numbers in seconds, auto-populates forms, and syncs with Wealthbox and Redtail (Salesforce coming soon). It tracks credits per user, includes rollover, and offers overage options—so you pay for what you use.
Key features
- Document reading — Upload 1040s, statements, or scans; Emma extracts every field in seconds.
- Form auto-fill — Populate custodian and firm forms automatically, reducing NIGO rejections.
- CRM sync — Push client data to Wealthbox or Redtail; Salesforce coming soon.
- Credit system — 50 credits/user/month, pooled, with 2-month rollover on Pro.
- Custom branding — Apply your firm’s branding to forms for a professional client experience.
- Bulk PDF mapping — Map fields across multiple documents efficiently.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
Finpace Pricing
Finpace pricing: from $79/user/mo (annual).
Pro — $79/user/mo (billed annually)
50 credits per user/month, firm-pooled, 2-month rollover. Includes unlimited webforms and PDF templates, full Emma access, CRM sync (Wealthbox & Redtail), priority processing, custom branding, bulk PDF mapping, and email support.
Enterprise — Custom pricing
For RIAs, BDs, and large firms (20+ users). Volume pricing, negotiated credits, custom terms, dedicated success manager, custom integrations, SOC 2 Type II documentation, SLA, and white-glove migration.
Start free with $50 in credits — no credit card required. Credit packs available from $0.225/credit (never expire).
Frequently asked questions
What does Finpace cost?
Finpace Pro is $79 per user per month when billed annually ($948/user/year). There is also an Enterprise plan with custom pricing.
Is there a free trial or free plan?
Yes, Finpace offers a free trial with $50 in credits—no credit card required. You can use those credits to test Emma’s capabilities.
Who is Finpace best for?
Finpace is best for financial advisory teams, RIAs, and broker-dealers that deal with high volumes of client paperwork. It is not designed for non-financial industries.
What are top Finpace alternatives?
Alternatives include PreciseFP and FormsLogic; however, Finpace differentiates by reading documents (like 1040s) and auto-filling forms, which others may not.
What is Emma in Finpace?
Emma is Finpace’s AI document reader and form-filler. She extracts data from PDFs, images, and scans to fill forms and sync CRM records.
Does Finpace integrate with my CRM?
Finpace syncs with Wealthbox and Redtail. Salesforce integration is coming soon. Enterprise clients can request custom integrations.
