Everything your practice needs.
Nothing it doesn't.

35 compliance tools, AI-powered automation, and full practice management — purpose-built for Australian accounting firms.

Your practice at a glance.

Practice Management

A personalised dashboard that shows you exactly what matters — your tasks, your pipeline, your team's workload. Pin the widgets you need, hide the ones you don't.

  • Personalised dashboard with pinnable widgets
  • Job pipeline forecast and team workload views
  • Global search with recent history
  • Quick notes with @mentions for fast collaboration
Dashboard overview

Every job. Every stage. Every detail.

Jobs & Workflow

Track jobs from intake to lodgement with customisable templates, workflow stages, and checklists. Bulk operations let you update dozens of jobs in seconds.

  • Customisable job templates and workflow stages
  • Checklists, comments, and full activity audit trail
  • Bulk status updates, team assignment, and client emails
  • Job dependencies and parent/child grouping
Job pipeline view

Know your clients inside and out.

Client Management

Comprehensive client records with contacts, business structure tracking, ATO status, BAS lodgement criteria, and more. Group related entities together for a complete picture.

  • Unlimited active clients on all plans
  • Business structure and ASIC management tracking
  • ATO active client status and BAS lodgement criteria
  • Client groups for family and entity groupings
Client management interface
AI-Powered

Intelligence that actually helps.

AI Assistant

FINYR's AI doesn't replace your judgement — it accelerates it. Smart field suggestions, auto-populated compliance forms, and AI-generated outputs save hours of manual data entry every week.

  • Smart field selection based on client context
  • Auto-populate compliance tool forms from client data
  • AI-generated outputs and recommendations
  • Toggle AI on or off — your choice, your price
AI assistant in action

35 tools. Every calculation your firm needs.

Compliance Tools

From income tax and CGT to Division 7A, superannuation, and FBT — every compliance tool an Australian accounting firm needs, built in and ready to use.

  • Income Tax, CGT, and Salary vs Dividend calculators
  • Division 7A loan tracking with schedules and journals
  • Superannuation Optimiser and Year-End Tax Planner
  • FBT, Payroll Tax, Fuel Tax Credits, and more
Compliance tools library

Set the rules. Let the system work.

Automation

Build automation rules that trigger on status changes, dates, schedules, and more. Auto-assign team members, create recurring jobs, send templated emails — all without lifting a finger.

  • Trigger on status change, job creation, or scheduled dates
  • Auto-assign team members and create recurring jobs
  • Auto-send emails from templates with merge fields
  • Full execution history and audit trail
Automation rules builder

Secure by design. Compliant by default.

Team & Security

Role-based access control, passwordless login, session security with inactivity timeouts, and comprehensive audit logging — built to meet ATO compliance expectations from day one.

  • Owner, manager, and member roles with fine-grained permissions
  • Passwordless login with magic links
  • Session security with inactivity timeout
  • Audit log cloud storage for compliance
Team management settings

See it in action.

Start your 14-day free trial and explore every feature. No credit card required.

Start free trialSee pricing