Run the whole firm from one screen.
Every client, job, document, deadline and invoice in one connected workspace — built for Australian accounting, bookkeeping and tax firms.
See how a connected practice works.
From client onboarding to recurring jobs, documents and billing — see how Finye brings a whole practice together in one place. Two minutes.
Less administration. More time for the work that matters.
Accounting and bookkeeping teams lose hours to chasing documents, re-keying data between apps and tracking deadlines across spreadsheets and inboxes. Finye removes that friction, so your people spend their time on advice and client work — not admin.
- One source of truth. Clients, jobs, documents and billing live together — no switching between five disconnected tools.
- Nothing falls through. Every obligation and deadline is tracked, with reminders before anything is late.
- Less double entry. Two-way Xero sync and built-in ID & ABN lookup cut the re-keying.
Your whole practice, on one screen.
Clients, jobs, deadlines, documents and billing in a single command centre your whole team shares — live, and always up to date.
Four journeys. One platform.
From a first enquiry to a paid invoice — every stage of practice work lives in Finye.
From enquiry to engaged client
Capture leads, onboard with intake forms, verify identity and ABN, then send an engagement letter for e-signature — without leaving Finye.
See client onboarding
From recurring work to completed jobs
BAS, tax and bookkeeping jobs repeat on schedule, assigned to the right people and tracked through review and approval until they're done.
See recurring work
From documents to client collaboration
Request documents, keep everything against the client, and give clients a secure portal to upload, sign and message — no more email attachments.
See document managementFrom work completed to payment received
Turn work into quotes and invoices, take card payments through Stripe and Square, and chase what's outstanding — with Xero kept in sync.
See quotes & invoicing
Everything you need to run a modern accounting practice.
From client onboarding to compliance and billing — Finye brings your practice, people and processes together.
Practice management
Keep clients, work, deadlines and documents organised in one place.
Client onboarding
Streamline onboarding with intake forms, identity verification and automated workflows.
Identity verification
Verify clients instantly with ID and ABN lookup to stay compliant.
ABN lookup
Instantly lookup and validate ABN details from the official register.
Lead management
Capture and convert leads with a simple pipeline.
Engagements & proposals
Create professional engagement letters and proposals in minutes.
Quotes & invoicing
Create quotes, send invoices and get paid faster.
Recurring payments
Set up recurring billing and take payments automatically.
Payment gateways
Take secure online card payments through Stripe and Square.
Document management
Store, organise and share documents securely.
Approvals & reviews
Get approvals and reviews done faster with clear workflows.
E-signatures
Send documents for e-signature in seconds.
Calendar
See all your deadlines, meetings and tasks in one calendar.
Recurring tasks
Automate recurring work items and never miss a deadline.
To-do planner
Keep your team aligned with a simple, powerful to-do list.
Timesheet management
Track time, manage capacity and improve profitability.
Customer portal
Give clients a secure portal to upload documents, view invoices and more.
SMS & notifications
Keep clients and team in the loop with email and SMS notifications.
White-label branding
Use your own logo, colours and domain.
Roles & permissions
Control access with flexible roles and permissions.
All the tools.
One connected platform.
Integrates with the tools you already use
Connect your favourite accounting, payment and productivity tools.
Connect. Import. Run your practice.
Most firms are set up and working in Finye within a day — no long migration project.
Connect your tools
Link Xero and Microsoft 365 in a few clicks. Clients, contacts and mailboxes flow in automatically.
Import your clients & jobs
Bring across your client list and the recurring work you do for each one — or let Finye enrich them from the ABR.
Work from one dashboard
Deadlines, documents, time, billing and client messages — your whole practice in a single live view the team shares.
Your data never leaves Australia.
Finye is built in Australia, and your data is stored in Australian data centres in Sydney — encrypted in transit and at rest, isolated per workspace, and looked after by a team here.
Ideas for running a modern practice.
Onboarding new staff into a growing accounting practice
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Questions, answered.
Does Finye replace Xero? ▾
Where is my data stored? ▾
How long does setup take? ▾
Can I send client email and SMS from Finye? ▾
Do you offer white-label and a custom domain? ▾
Run your practice on Finye.
One connected platform for Australian accounting, bookkeeping and tax firms.
14-day free trial · no credit card · set up in a day