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Finye
Practice management for Australian accounting firms

Run your accounting practice from one connected platform.

Manage clients, recurring work, compliance deadlines, documents, communication and billing — without the spreadsheets, emails and busywork.

No credit card required Set up in minutes Made for Australian firms
Everything you need

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.

Clients
Active 128Onboarding 12Inactive 4
Bright Future Tech Pty Ltd
Coastal Plumbing Pty Ltd
Greenleaf Advisory Pty Ltd

Client onboarding

Streamline onboarding with intake forms, identity verification and automated workflows.

Client onboarding
Send intake form
Verify identity (ID & ABN)
Collect documents
Prepare engagement

Identity verification

Verify clients instantly with ID and ABN lookup to stay compliant.

Verify client identity
Individual Business
ABN · 51 824 753 556
Verify
Bright Future Tech Pty Ltd Active

ABN lookup

Instantly lookup and validate ABN details from the official register.

ABN lookup
Search by ABN or business name
Search
Coastal Plumbing Pty Ltd Active
ABN 13 243 678 901 · Australian Company

Lead management

Capture and convert leads with a simple pipeline.

Leads pipeline
NewWalker Super Fund
ContactedNolan & Co
ProposalVale & Co

Engagements & proposals

Create professional engagement letters and proposals in minutes.

Engagement letterDraft
Client Bright Future Tech
Service BAS & IAS
Fee $1,900
Send for signature

Quotes & invoicing

Create quotes, send invoices and get paid faster.

Invoice INV-2026-0007Unpaid
Bright Future Tech Pty Ltd
$1,980.00 Due 30 Oct
ViewSend reminder

Recurring payments

Set up recurring billing and take payments automatically.

Recurring payment
Frequency Monthly
Amount $220.00
Next payment 1 Nov 2026

Payment gateways

Take secure online card payments through Stripe and Square.

Online payments
Secure & PCI compliant
Automatic payment matching
One-off & recurring

Document management

Store, organise and share documents securely.

Client documents
Tax returns 12
Financial statements 8
Correspondence 24

Approvals & reviews

Get approvals and reviews done faster with clear workflows.

Review & approval
Prepare BAS Completed
Partner review In review
Client approval Pending

E-signatures

Send documents for e-signature in seconds.

Send for signature
Engagement letter Sent
Tax agent authority Signed
Service agreement Signed

Calendar

See all your deadlines, meetings and tasks in one calendar.

October 2026
1234567891011121314
BAS · Q2 — 5 OctTax return — 28 Oct

Recurring tasks

Automate recurring work items and never miss a deadline.

Monthly bookkeeping
Create work item
Assign to team
Send client reminder
Mark complete

To-do planner

Keep your team aligned with a simple, powerful to-do list.

My tasks Due soon
Review BAS – Coastal Plumbing Today
Prepare engagement – Vale & Co Tomorrow
Send documents – Greenleaf Fri

Timesheet management

Track time, manage capacity and improve profitability.

This week · 28h 30m
Mon
Tue
Wed
Thu
Fri

Customer portal

Give clients a secure portal to upload documents, view invoices and more.

Client portal
Upload documents
View invoices
Sign documents
Message your accountant

SMS & notifications

Keep clients and team in the loop with email and SMS notifications.

Notifications
Email notifications
SMS notifications
Deadline reminders
Client updates

White-label branding

Use your own logo, colours and domain.

portal.yourfirm.com.au
Your brand throughout

Roles & permissions

Control access with flexible roles and permissions.

Team members
Partner Full access
Manager Limited access
Staff Custom access

All the tools.
One connected platform.

Save time
Improve client experience
Stay compliant
Grow your practice
Start free

Integrates with the tools you already use

Connect your favourite accounting, payment and productivity tools.

XeroStripeSquareMicrosoft 365Google DriveLodgeiT
How it works

Connect. Import. Run your practice.

Most firms are set up and working in Finye within a day — no long migration project.

1

Connect your tools

Link Xero and Microsoft 365 in a few clicks. Clients, contacts and mailboxes flow in automatically.

2

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.

3

Work from one dashboard

Deadlines, documents, time, billing and client messages — your whole practice in a single live view the team shares.

Compliance remindersClient portalE-signaturesDocument requestsTime → WIP → billingEmail & SMSAI job triageABN lookupData in AustraliaCompliance remindersClient portalE-signaturesDocument requestsTime → WIP → billingEmail & SMSAI job triageABN lookupData in Australia
Built & hosted in Australia

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.

Built in Australia Data centres & storage in Sydney Encrypted & isolated per workspace Managed & supported locally
FAQ

Questions, answered.

Does Finye replace Xero? ▾
No. Finye sits on top of Xero as a practice-management layer — clients, work, deadlines, documents and billing — with two-way sync so you never enter data twice.
Where is my data stored? ▾
All data is hosted in Australia and encrypted in transit and at rest. You can enable MFA and SSO, and every workspace is isolated from every other.
How long does setup take? ▾
Most firms are live in a day. Connect Xero and Microsoft 365, import your clients and recurring work, and you're running — no long migration project.
Can I send client email and SMS from Finye? ▾
Yes. Connect your mailbox so inbound email becomes tracked tickets, and send email or SMS from inside Finye against the right client, with reminders until work is done.
Do you offer white-label and a custom domain? ▾
Yes — on the custom plan you can run Finye on your own domain with your branding (the "Powered by Finye" line removed) across the portal, sign-in and emails.

Ready to run your practice smarter?

Join accounting firms across Australia using Finye to save time, stay compliant and grow.