CO-FOUNDER
PORTRAIT COMING SOON
Co-founder 01
Finaccru
Name and introduction coming soon.
Close more Roth conversion cases by making the math impossible to ignore.
Close
more
Roth
conversion
cases
by
making
the
math
impossible
to
ignore.
Finaccru is the strategy and closing system built for advisors who want to uncover opportunities faster, explain them clearly, and convert more clients.
See it in action
$1,041,000
With Finaccru Strategy
$421KAdditional after-tax wealth
$155KSaved in Taxes
5 YRSFaster to Goal
$620,000Without Finaccru Strategy
Finaccru makes business invoicing simple with one subscription to create, send and manage e-invoices, so your team spends less time on paperwork and more time growing your business.
PRODUCT WALKTHROUGH
Your first e-invoice, step by step.
A simple guide to creating an invoice for your business with Finaccru.
- Add your details
Start with your business and customer information.
- Build your invoice
Add products or services, quantities and applicable taxes.
- Review and send
Check the details before sharing your e-invoice.
Accounting Overview
E-Invoice Management
Financial Reports
Invoice Records
THE PEOPLE BEHIND FINACCRU
Two founders. One vision.
Making everyday invoicing simpler for your business.
CO-FOUNDER
PORTRAIT COMING SOON
Co-founder 02
Finaccru
Name and introduction coming soon.
Benefits
From first conversation to closed case.
Clients get instant answers to Roth strategy questions. You stay in control.
Roth conversions move money from a taxable IRA into a tax-free Roth. That means future growth and future withdrawals can avoid income tax — especially valuable if future tax rates rise or if heirs would otherwise inherit taxable IRA dollars.
MeetFinaccru
finaccruINVOICE
Your
e-invoicing
workspace.
Create e-invoices, manage customer records, and keep your accounting organized in one place.
The Transformation
Finaccru shifts
client conversations.
Join advisors who are closing
more business with Finaccru.
more business with Finaccru.
Complex 
Manual
Hope
Your Competitive Advantage
Know What Your Clients Are Thinking — Before
You Walk Into the Meeting
Walk in prepared. Walk in confident. Walk in with the advantage.
Imagine never being blindsided again. Never wondering what your client is really concerned about. Never wasting time on objections you could have anticipated.
Before you even sit down, you already control the conversation. Know their priorities. Know their concerns. Know exactly how to close them.
ROI Calculator
Confidently show clients the long-term impact of their decisions.
Calculate your actual payback and discover how fast this tool becomes your highest-ROI investment.
Time Savings
4 hrs
Time Saved per Month
$600
Value Saved per Month
$7,200
Annual Value Saved
Potential Revenue
$6,000 per $100,000 of case size (based on 6% payout)
1
Clients per month
$6,000
Monthly Revenue
1,102%
Monthly ROI vs $499/mo
Your subscription may be lower through your IMO or FMO. Check with your organization for pricing details.
BUILT FOR YOUR BUSINESS
Less paperwork.
More time for business.
Bring your invoicing into one workspace. Subscribe to Finaccru to create, send and manage e-invoices with a simpler day-to-day workflow.
Features
Everything you need
in one place.
Everything you need to uncover opportunities,
build smarter Roth strategies, and close more
business with confidence.
build smarter Roth strategies, and close more
business with confidence.
Strategy Engine
- Multi-year Roth conversion builder
- Tax bracket optimization
- Gross vs net conversion modeling
- Real-time strategy adjustment
- Conversion timing optimization
Projections & Analytics
- Year-by-year projections
- After-tax wealth tracking
- Tax liability forecasting
- IRMAA impact modeling
- RMD pressure analysis
Scenario Comparison
- Side-by-side strategy comparisons
- Net after-tax wealth increase
- Tax efficiency scoring
- Do nothing vs optimized views
- Visual outcome tracking
Angie AI (Always On)
- Real-time strategy guidance
- Instant answers to complex questions
- Client-friendly explanations
- Objection handling support
- Available inside client portal 24/7
Client Experience
- Interactive client presentations
- Dynamic educational visuals
- Personalized client portal
- One-click strategy reports
- Easy-to-understand recommendations
Economic Value
This Isn't an Expense —
It's a Growth Tool
Finaccru is designed to increase production, not just improve process. One additional closed case can more than cover the subscription.
01.
Close more Roth conversions
Quickly uncover hidden tax exposer
02.
Build in Minutes
Complex strategies built instantly with AI optimization
03.
Show the Math
Cinematic presentations that make the case undeniable
04.
Close More Cases
Proven ROI: one case often covers the annual cost
05.
Always On
Angie answers client questions 24/7 in the portal
06.
Improve client understanding
Quickly uncover hidden tax exposer