What's new this quarter at Finye
A roundup of this quarter's releases: the client portal, smarter recurring checklists, leads and CRM, better Xero sync and more.
It's been a busy quarter at Finye. We've shipped a run of features that connect more of the work your practice does — from winning clients to serving them — into one place. Here's a roundup of what's new and where to find it.
For your clients
The headline release is the client portal: a branded space where clients view requests, upload information, approve work and e-sign documents, with everything landing straight on the connected job. We also extended workspace theming so your logo and colours carry through the portal and the rest of Finye.
- Client portal — requests, uploads, approvals and e-signatures in one branded place.
- Workspace theming — your brand applied across the workspace and portal.
For your team's work
Recurring jobs got smarter. Self-filling templates and checklists now spawn with each occurrence, so every compliance cycle starts ready to work. And the practice dashboard is faster and clearer, surfacing deadlines, at-risk work and workload at a glance.
- Smarter recurring checklists — templates that fill themselves in.
- Faster dashboard — a quicker, clearer view of your day.
- Custom fields and forms — capture exactly the information you need.
For growth and connections
We brought leads and CRM to Finye, complete with an embeddable web form and one-click convert-to-client. And our two-way Xero sync now spans both Accounting and Practice Manager, keeping clients, ABN and ACN aligned in both directions.
And on billing
You can now choose annual billing and get two months free, with the same flat pricing by team size.
How to get started: Log in and explore the new features from your dashboard, or check Settings for the portal, branding, integrations and billing options. New to Finye? Start a 14-day trial and try it all.