Frequently asked questions

Accounting firms, bookkeepers and tax agents who want one place to run jobs, deadlines and client conversations — instead of juggling spreadsheets, reminders and shared inboxes.

Most practices are up and running in an afternoon. Connect Xero, template your recurring work, and you are tracking jobs the same day.

Yes — we help migrate your clients, jobs and history as part of onboarding, so you start with everything already in place.

No. Every workspace begins with a 14-day free trial — no card required. You only add payment details when you choose a plan.

Yes. Invite staff from your workspace settings, assign roles, and everyone works from the same boards, clients and deadlines.

Flat pricing by team size — not per user. There are three tiers covering small, growing and established practices (up to roughly 3, 8 and 15 staff), and every plan includes the entire product. See the pricing page for the current tiers and prices.

Either. Choose monthly for flexibility or annual to get two months free. You can switch billing interval or change plan at any time from your billing page.

Often, yes. When we are running an intro offer you can enter the promo code at checkout and the discount applies to your whole first year — then billing continues at the normal plan price. Check the pricing page or the banner on our site for the current offer.

We email you before it lapses. If you have not chosen a plan, the workspace is paused at the billing screen until you subscribe — your data is kept safe and waiting.

No setup fees and no lock-in. Plans are month-to-month (or annual if you prefer), and you can cancel anytime.

Everything — boards and recurring jobs, ATO/ASIC compliance-deadline tracking, the client portal with e-signatures and online payments, leads & CRM, time tracking and WIP billing, invoicing, two-way Xero sync, connected email and built-in AI. Larger tiers add priority support and guided onboarding — never extra features.

Yes. Finye connects to Xero Blue (Accounting) with two-way sync of clients and contacts, including ABN and ACN.

Yes. Connect Microsoft 365 so inbound client email becomes tracked work items against the right client, and reply without leaving Finye.

Yes. Push updates to Slack, Microsoft Teams or Google Chat so your team sees work move without living in the app.

Yes. Each workspace can issue API keys for the public REST API, so you can connect Finye to your own tools and automations.

Yes. Each workspace has a branded client portal where clients see their jobs, share documents and reply to requests.

Yes. Send work for sign-off and capture an e-signature on approvals — no separate signing tool and no chasing PDFs by email.

Yes. Send an engagement letter or any document for e-signing and take payment in the same step — collect a deposit as the client signs, or require payment before the signature completes. Paid securely via Stripe or Square, with a stamped, audited PDF returned automatically.

Yes. Client emails and portal requests become work items attached to the right client, so nothing gets lost in a shared inbox.

A client is the entity you act for (an individual or an organisation); contacts are the people under that client. You can hold many contacts under one client.

Yes. Finye's compliance engine tracks BAS, IAS, income tax returns and ASIC reviews for every client, rolls due dates forward automatically, and shows a practice-wide dashboard of what is upcoming, due and overdue.

Yes. Upcoming and overdue obligations surface on your dashboard and as reminders, and due jobs are raised on your board automatically — so nothing slips through the cracks.

Yes. Template your BAS, IAS, payroll and annual work once and Finye generates the jobs on schedule — quarterly, monthly or annually — with the right checklist each time.

Yes. Built-in AI summarises long work items, triages incoming requests, and drafts replies and one-line responses — so your team spends less time reading and typing, and more time on the work that matters.

AI runs on a metered credit wallet — you only pay for what you use and can top up as needed. Prefer to bring your own provider key? You can, and then you are billed by your provider instead of drawing down credits.

Each workspace is fully isolated with role-based access and an audit trail. Higher plans add SSO via Google or Microsoft. Your client data stays your client data.

Yes. Role-based access lets you decide which staff can see and edit clients, jobs and settings across the practice.

Yes. Sign in with Google or Microsoft on supported plans, so access follows your existing identity provider.

Data is stored securely with encrypted document storage, and every workspace is isolated from every other at the data layer.

Yes. Capture prospects through an embeddable lead form on your website, track them through a CRM pipeline, and convert a won lead into a client in a click.

Yes. Build a services catalogue describing what your practice offers and attach those services to jobs and quotes.

Yes. Drop the embeddable form on your site; submissions land directly in your Finye workspace as leads.