Financeable charges for the third-party services you run on a deal - credit reports, bank statements, ID verification, asset and company searches.
Important - Until a payment method is in place, none of those services run.
Add a credit card
Select your name, top right → Billing.
Select the Credit Card tab.
Enter the card details.
Select Save.
The services unlock as soon as the card saves.
Who can do this: billing sits outside the permission categories. Whoever holds the card for the organisation adds it, and it bills the whole organisation.
Pay by invoice instead
Invoicing is available to enterprise customers only - larger brokerages and aggregators rather than single-operator businesses. Contact Financeable to arrange it - Get help and support.
What you're charged for
Select the Price List tab. It shows every service, what one run costs, how many times you've run it this cycle, and what that service has cost you.
Your transactions
The Transactions tab shows your billing cycle. Select Export to download your service charges as a spreadsheet - useful for reconciling against a deal or passing to your bookkeeper.
If it goes wrong
Problem | What to do |
The card was declined | Check the number, expiry and CVC, then save again. If it still fails, try another card - Financeable can't see why your bank declined it |
The services are still locked after saving | Refresh the page. If they're still locked, contact Support |
You need to change the card | Open Billing → Credit Card and enter the new details. The new card replaces the old one |