Practice management software for accountants in Perth
Finye is practice and client management software for Perth accounting and bookkeeping firms. Manage client work, deadlines and billing in one place.
Perth practices juggle a broad client base, from sole traders and tradies across the metro area to small companies, family trusts and a steady volume of self-managed super funds. Finye gives accounting and bookkeeping firms in Perth and across Western Australia a single place to run client work, track lodgment deadlines and keep billing moving, without stitching together spreadsheets, email and separate tools.
Finye is practice and client management software built for Australian accounting and bookkeeping firms. It brings clients and contacts, work items, recurring jobs, the compliance calendar, time and WIP, invoicing and a client portal together so your team always knows what is due, who owns it and where it sits.
Running a modern Perth practice
Whether your office is in the CBD, West Perth or out in the suburbs toward Joondalup or Rockingham, the day-to-day pressure is the same: too many open jobs, scattered client requests and not enough visibility over what is actually progressing. Finye gives you one workspace for the whole firm.
Clients can be set up as a company, trust, partnership, sole trader or SMSF, each with their own contacts, so the structure matches the mix you genuinely see across WA. Every client request and job becomes a work item on a board you can view as a kanban or a list, with status workflows, priorities, assignees, comments, attachments, checklists and subtasks. Email-to-ticket turns inbound client emails into work items automatically, so nothing gets lost in a personal inbox.
For the recurring work that defines an accounting practice, such as quarterly BAS or annual returns, templated recurring jobs generate on schedule. Your team starts each period with the right jobs already created rather than rebuilding the list by hand.
Managing client work and communication
A Perth firm lives and dies by responsiveness. Finye includes a client portal where your clients log in to see their requests, upload documents, approve work and pay invoices, which cuts down on the back-and-forth emails and chasing for paperwork. Document and PBC requests keep onboarding and information gathering organised, and AML/KYC onboarding helps you meet your obligations from the first engagement.
Engagement letters can be generated and e-signed via Annature or DocuSign, with post-sign automation to move the relationship forward. Two-way Xero sync keeps your client and contact records aligned with the ledger your team already works in. There is also an org wall for team conversations, a knowledge base for internal procedures, and tenant branding so the portal and emails reflect your firm rather than a generic tool.
If you want to see how other firms structure boards, recurring jobs and onboarding, our guides walk through practical setups you can adapt.
Staying on top of ATO and WA deadlines
The compliance engine tracks Australian lodgment obligations and due dates, including BAS, IAS, income tax returns and ASIC reviews, with a firm-wide dashboard and a per-client view. Instead of mapping the ATO calendar against each client in a spreadsheet, you get a clear picture of what is coming up and what is overdue.
Western Australian practices also carry state-level admin alongside federal lodgments. WA payroll tax is administered by RevenueWA (the state revenue office), and it operates on different thresholds and rates to the eastern states, so clients who grow past the WA threshold need to be registered and lodging correctly. Finye does not calculate state taxes for you, but you can capture these recurring obligations as work items and recurring jobs so a client's RevenueWA payroll tax lodgment or annual reconciliation sits on the same board as their BAS and income tax work, with an owner and a due date.
Time, WIP and getting paid
Finye includes time tracking with staff rates, a WIP ledger and bill-from-WIP draft invoices, plus write-offs, so the work your team records flows through to billing rather than leaking. You can build invoices, take payment via Stripe or Square, send payment reminders and give clients a public pay page, which helps Perth firms shorten the gap between finishing a job and being paid for it.
Metered AI features are available where they save real time: AI ticket summaries, AI triage that suggests priority, assignee and category for incoming requests, AI reply and compose, AI draft to turn a one-line brief into a work item, and AI knowledge-base drafting. They run on a credit wallet so you only pay for what you use.
Getting started
Most Perth practices start by bringing their clients, recurring jobs and current compliance obligations into Finye, then move client communication onto the portal over the following weeks. You can create an account and set up your first boards and recurring jobs, and lean on our guides to mirror the way your firm already works. When you are ready to compare options, our pricing page lays out what is included.