Your clients are yours. Full stop.
This is the most important page in the portal. We built Fintera's ownership model so you never have to wonder what happens to your client relationships.
24-hour onboarding, powered by AI
When you bring a client to Fintera, onboarding is completed within 24 hours. Our AI-powered ingestion pipeline connects to your client's accounting stack, categorizes historical transactions, and produces the first close-ready reconciliation, typically within 96 hours. No waiting. No manual data entry.
The ownership matrix
Clients you brought → yours permanently
Every client you sourced before or during your partnership with Fintera belongs to you — permanently. If you leave, they leave with you. No restrictions, no fees, no waiting period.
Fintera-sourced clients → Fintera's on exit
Clients generated through Fintera's pipeline remain with Fintera if you depart. They were created by Fintera's infrastructure and lead generation — not your network.
Data → portable in 48 hours
All financial data, close history, client records, and reporting deliverables are exportable in standard formats (CSV, PDF) within 48 hours of your request. Nothing is locked to Fintera's platform.
Non-compete → none
There is no non-compete clause. After departure, you may serve any client you originally sourced — independently, using any tools or platform you choose.
"We want the best CFOs to choose Fintera because the model is better — not because leaving is hard."
— Fintera Leadership
For full partnership terms, see the Exit Terms module.