One platform for the whole practice
From the first client request to the final lodgement — every part of the job lives in Finye.
Boards, lists & dashboards
See every job across the practice on Kanban boards, sortable lists and live dashboards. Filter by client, owner, status or priority — and drill straight into the work.
- Kanban & list views
- Custom workflows per project
- Practice-wide dashboard
To do
In progress
Review
Recurring work, handled
Quarterly BAS, annual returns, monthly bookkeeping — set the cadence once. Finye raises the job on schedule, every time, with the right checklist attached.
- Daily → yearly cadences
- Quarterly & 6-monthly presets
- Auto-generated checklists
Recurring jobs
Conversations that don’t get lost
Turn client emails and requests into tickets attached to the right client. Reply from Finye, keep the whole thread in context, and never lose a request in a shared inbox again.
- Email-to-ticket
- Per-client history
- Microsoft 365, Slack & Teams
Client requests
New — “Can you check my invoice?”
Marlow Trust
Open — Missing bank statement
Ace Partners
Waiting — Client to reply
Vale Co
Jobs that build themselves
Create a job from a template and the title auto-fills from the task type, client and year — “BAS · Greenleaf Advisory · 2026”. Pick the client; the contact list narrows to match.
- Auto-filled titles
- Reusable checklists
- Per-client & per-contact
Template · BAS
Title fills itself
BAS · Greenleaf Advisory · 2026
Two-way Xero sync
Connect Xero Accounting and Practice Manager. Clients and contacts stay in sync both ways, ABN and ACN included, with a searchable directory you can link to any job.
- Accounting + Practice Manager
- ABN / ACN import
- Two-way sync
Finye
Marlow Trust
Xero
Marlow Trust
A portal your clients actually use
Give clients a branded space to see their jobs, upload documents and reply to requests. Send work for sign-off and capture an e-signature on approvals — no separate tool, no chasing PDFs by email.
- Branded client portal
- Approvals & e-signatures
- Secure document sharing
FY26 tax return
Awaiting your approval
Leads, CRM & services catalogue
Capture prospects through an embeddable web form on your own site, track them down a pipeline, and convert a won lead into a client in a click. Publish the services you offer and attach them to jobs.
- Embeddable lead form
- Pipeline & CRM
- Services catalogue
Time tracking, SLAs & reminders
Log time against any job to see where the practice’s hours really go, and let SLA targets, due dates and automatic reminders keep every lodgement on time — overdue work is surfaced before it bites.
- Per-job time logs
- SLA targets
- Due-date reminders
Recurring jobs
Keep the whole team in sync
An org-wide wall with @mentions for practice chatter, personal to-do lists, and custom fields & forms to capture exactly the data your practice needs on clients and jobs.
- Team wall & @mentions
- Personal to-dos
- Custom fields & forms
Team wall
@mentions notify the whole team
Your data, properly protected
Per-workspace isolation, role-based access, SSO on higher plans and a full audit trail. Built so your client information never leaks across the wall.
- Workspace isolation
- Roles & permissions
- Audit trail
Roles & permissions
Every change kept in the audit trail.
And everything else in the box
One platform, not ten subscriptions — it's all included.
Client intake forms
Branded online forms — tax return, company, trust & SMSF — that create the client and open the job automatically.
Document e-signature
Send any PDF for in-browser signing, or via Annature / DocuSign. Signed documents return stamped and audited.
Document approvals
Route work for internal or client sign-off before it moves forward — every approval tracked on the ticket.
Invoices, quotes & billing
Quote, invoice and get paid online (Stripe / Square). Bill straight from WIP, with automatic reminders.
SMS & WhatsApp
Text clients from your own Guni or Twilio account — verification codes, ticket updates, invoices and reminders.
AI assistant
Summarise tickets, draft replies and knowledge-base articles, and triage the queue — on a prepaid credit wallet.
Compliance & AML/KYC
An Australian lodgment-deadline engine plus AML/KYC onboarding — every obligation watched, every check recorded.