Your brand, everywhere: workspace theming
Apply your logo and colours across Finye so your team and clients experience the product as an extension of your firm.
Finye should feel like part of your practice, not a tool bolted on the side. With workspace theming, you can apply your firm's logo and colours across Finye so everyone — your team and your clients — experiences it as your own.
Make the workspace yours
Theming sets the look of your whole Finye workspace, so the product carries your identity wherever people interact with it.
- Your logo — displayed across the workspace your team works in.
- Your colours — accents that match your brand palette.
- Your firm name — present throughout, reinforcing who clients are dealing with.
Where your clients see it most
Theming carries through to the client portal, which is where branding matters most. When clients log in to view requests, upload documents, approve work or sign off, they see your firm — building trust and making the portal feel like a natural extension of working with you, rather than a third-party login.
Consistent across every touchpoint
From the dashboard your team starts the day on, to the portal your clients use, to the forms you send out, your brand stays consistent. That consistency signals professionalism and makes every interaction feel considered and on-brand.
Set it once
Theming is quick to configure and applies everywhere automatically — no need to style each part of the product separately. Update your branding as your firm evolves and the change rolls through the workspace and portal at once.
How to get started: Open Settings → Branding, upload your logo, set your colours and confirm your firm name. Then open the client portal to see your brand applied exactly as your clients will.