Run your accounting practice from one connected platform.
Manage clients, recurring work, compliance deadlines, documents, communication and billing — without the disconnected spreadsheets and inboxes. Built for accountants, bookkeepers and tax agents, and synced with Xero.
- Two-way Xero sync
- Australian-hosted & encrypted
- Live in a day
Keep Xero or MYOB for the books. Finye runs everything around them.
Finye isn't accounting or ledger software. It's the platform your firm uses to manage the clients, work, deadlines, documents, communication and billing around your compliance and advisory services — with a two-way Xero sync so client data stays consistent.
Your whole practice, on one screen.
See problems before they happen.
Overdue work, approaching deadlines, team capacity and client requests — live across the whole firm, and drilled down per client.
Never rebuild the same job each period.
BAS, IAS and annual returns are raised on schedule with the right checklist, owner and due date attached — automatically.
Stop chasing documents across email.
PBC and document requests go to the client portal. Clients upload; every file stays on the job — never lost in an inbox.
Turn work into revenue.
Bill straight from WIP, send quotes and invoices, and get paid online — with automatic reminders chasing what’s owed.
Your whole practice, on screen.
Boards for the work, a helpdesk for client requests, and a portal your clients actually use — all in one place.
To do
In progress
Review
Client requests
New — “Can you check my invoice?”
Marlow Trust
Open — Missing bank statement
Ace Partners
Waiting — Client to reply
Vale Co
FY26 tax return
Awaiting your approval
Your practice runs on twelve places at once.
A spreadsheet for jobs. The inbox for documents. A wall calendar for lodgments. WhatsApp for the client. Time tracked on a notepad. Nothing talks — so things slip, and you find out late.
From “who’s doing what” to a system that just knows.
Finye threads every step together. A job created here updates the deadline there, pulls the document from the client, logs the time, and rolls it into the invoice — without anyone re-keying a thing.
The whole practice, on one screen.
Capacity, work in progress, money owed and every deadline due — live. The view a principal actually wants on a Monday morning.
Everything a practice does — and nothing it doesn’t.
Practice OS
Jobs, recurring work, checklists and capacity. Raise a quarter of BAS in one rule; assign by team; never start a job from a blank page again.
- Auto-recurring jobs & checklists
- Workload & capacity by team member
Compliance engine
Every lodgment obligation, generated and tracked to the ATO calendar. Finye knows what’s due, for whom, and warns you before it’s late.
- BAS, IAS, returns, TPAR & super
- Due-date rules & agent concessions
Client space
A branded portal for documents, requests, helpdesk and onboarding — with KYC and PBC built in. The chase-the-client problem, solved.
- Secure document & PBC requests
- KYC / AML onboarding & helpdesk
Time & money
Track time against jobs, watch WIP build, and convert it to an invoice in a click. Engagement letters e-signed; payments collected online.
- WIP ledger → invoice in one click
- E-sign engagements & collect payment as they sign
Signed and paid — in the same click.
Send an engagement letter — or any document — for signature and take payment in the same step. Collect a deposit as the client signs, or require payment before the signature completes. No separate invoice, no chasing.
- Deposit or pay-in-full at signing
- Optionally block signing until it’s paid
- Paid securely via Stripe or Square
- Stamped, audited PDF returned automatically
Everything your practice runs on — included.
From the first intake form to the signed engagement, the lodged return and the paid invoice — it’s all in Finye, and it all talks.
Branded online forms for tax return, company, trust & SMSF — each one creates the client and opens the job.
Send any PDF for in-browser signing or via Annature / DocuSign — and collect payment as they sign (or require it before the signature completes). Returned stamped and audited.
Route work for internal or client sign-off before it moves — every approval tracked on the job.
Every file for a client in one place — your uploads and their PBC responses — filtered by type and previewed in a secure lightbox.
Quote, invoice and get paid online. Bill straight from WIP with automatic reminders.
WIP, debtors, billings this year and lodgments due — live across the whole firm and drilled down per client.
Text clients from your own Guni or Twilio account — verifications, updates, invoices and reminders.
Capture prospects through an embeddable web form, work a pipeline, and convert a won lead in a click.
Spin up jobs from reusable templates with auto-filled titles and checklists — never start from blank.
BAS, IAS and annual returns raised on schedule, every period, with the right checklist attached.
An org-wide wall with @mentions keeps the whole practice in sync — no side channels.
Summarise jobs, draft replies and triage the queue on a prepaid credit wallet — or your own key.
An Australian lodgment-deadline engine plus AML/KYC onboarding — every obligation watched.
Xero Accounting & Practice Manager stay in sync both ways — clients, contacts, ABN & ACN.
A single record for a sole trader or company — with its people, entity type, portal logins and full history.
One client, one continuous thread.
- Client onboards
Lead converts, KYC runs, an engagement letter is e-signed — the client record is live.
- Work is created
Recurring rules raise this period’s BAS, IAS and returns automatically, assigned and dated.
- Deadlines tracked
The lodgment engine watches every obligation and nudges before anything slips.
- Docs collected
PBC requests go to the portal; the client uploads; nothing lives in an inbox.
- Time becomes revenue
WIP rolls up by client and converts to an invoice in a click — paid online.
Whether you’re one, or one hundred.
From a solo agent doing 200 returns to a multi-partner firm running advisory — Finye scales with how you actually work.
Fast, secure, and always on.
- Encrypted at rest & in transit
- Real-time Xero sync
- Sub-second navigation
- Deadline alerts that never miss
An assistant that reads the job, so you don’t have to.
Summarise a messy job, triage the queue, or draft the next task from a one-line brief. Prepaid credits, your own key, or off — you’re always in control.
- Summarise & triage in one click
- Prepaid credits — never billed by surprise
Quarter’s BAS is ready to review. GST recon balances; one supplier invoice is missing a tax code.
Your clients’ data, properly protected.
Accounting firms hold highly sensitive information. Finye is built to keep it safe — hosted in Australia.
Your practice and client data is hosted in Australia.
Data is encrypted end to end, in motion and in storage.
Add a second factor to every staff login.
Give each person access to exactly what they need — no more.
Every change is logged, so there’s always an audit trail.
Your data is backed up automatically, every day.
Move your practice without disrupting client work.
Get set up in days, not months — with guided setup and import help included.
- 1
Create your workspace
Sign up and your firm’s workspace is live in minutes.
- 2
Import clients & team
Bring clients and contacts in via Xero sync or CSV; add your people.
- 3
Configure recurring work
Set up BAS, IAS and annual jobs from templates once — they recur automatically.
- 4
Invite your clients
Roll out the client portal so documents and approvals come to you.
- 5
Start managing work
Everything’s in one place — and your inbox goes quiet.
Common questions from firms.
- No. Finye is practice-management software. You keep Xero or MYOB for the bookkeeping and financial reports; Finye manages the clients, work, deadlines, documents, communication and billing around them.
More questions? See all FAQs or book a demo.
Give your practice one calm system.
Move your jobs, deadlines, documents and billing into Finye — and feel the inbox go quiet. Free for 14 days, no card required.
Set-up help included · Cancel anytime · Built in Australia
Finye is practice management software for accountants, bookkeepers and tax agents. It brings client jobs, recurring compliance work, lodgment deadline tracking, document and PBC collection, KYC/AML onboarding, time and WIP, and invoicing into one connected workflow — synced two-way with Xero. Where a typical firm juggles a job spreadsheet, a deadline calendar, an email inbox and a separate billing tool, Finye replaces them with a single source of truth, so nothing falls through the cracks and every hour finds its way onto an invoice.