Features
Everything included.
Nothing hidden.
One subscription. Every tool from day one.
No invoice that surprises you at the end of the month.
Clients
Know everything about every client. Instantly.
No more digging through spreadsheets or switching between Xero and 3 other tabs just to answer a basic question about a client.
Before FINYR
Scattered client data across Xero, email, and spreadsheets. Tab switching just to answer a simple question.
After FINYR
Every client, every entity, every note. Organised, searchable, and always up to date.
- ✓
Client management
Every client in 1 place, organised, searchable, and always up to date.
- ✓
Client profiles
Store structure, services, contacts, and notes against every client. Everything you need before every call.
- ✓
Client groups
Group related entities together and manage them as 1. Perfect for family groups and complex structures.
1 view
Every client. Every entity. Every note.
No more tab switching to answer a basic question.
Always current
Synced automatically so your client list is never out of date.
Xero XPM integration included on all plans.
“Your clients are the heart of your practice. FINYR makes sure nothing slips through the cracks.”
Jobs
See every job.
Miss nothing.
When you're running a practice alone, there's no 1 to catch what falls through the cracks. FINYR is that safety net. Every job, filtered, sorted, and prioritised in 1 place.
Before FINYR
Not knowing a job was stuck until the client chased you. Rebuilding the same checklist from scratch every time.
After FINYR
1 view. Every job. Exactly where it stands. Templates ready to go. No surprises.
- ✓
Job management
See every job across your practice. Filtered, sorted, and prioritised.
- ✓
14 ready-made job templates
Built for Australian accounting practices. No setup required. Just start.
- ✓
Checklists
Step-by-step tasks on every job so nothing gets missed, no matter who's working on it.
- ✓
Job dependencies
Link jobs so nothing starts before it's supposed to. The right sequence, every time.
- ✓
Activity timeline
Every comment, status change, and system event in 1 chronological view.
- ✓
Urgent priority
Flag critical jobs so they never get buried under everything else.
14
Ready-made job templates built for Australian practices
Start using them on day 1. No configuration required.
Zero
Jobs that fall through the cracks
Every job visible. Every deadline tracked.
“You finally have a practice that runs like a system, not a memory test.”
Automation Engine
Build the rule once.
It runs forever.
Every reminder you send manually. Every follow-up email. Every job status you update by hand. Set up a rule once and let your practice run itself.
Before FINYR
Sending the same chaser email for the 3rd time this week. Updating statuses by hand. Missing a follow-up because the list got too long.
After FINYR
Rules fire. Emails go out. Jobs update. Clients get what they need. You didn't touch any of it.
- ✓
5,800+ rule combinations
Trigger, condition, up to 2 chained actions. Built for how Australian practices actually work.
- ✓
5 trigger types
Status changes, job creation, assignment, stuck jobs, and scheduled intervals: BAS, EOFY, monthly, quarterly, or annual.
- ✓
8 condition filters
Narrow rules by job type, status, assignee, due date, client structure, services, bookkeeping platform, or payroll setup.
- ✓
7 action types
Notify your team, change status, assign someone, create a job, bulk-create across all clients, or send a client email.
- ✓
Full run history
See every rule that fired, when it ran, and what it did. Complete transparency over your automation activity.
5,800+
Possible automation rule combinations
Trigger. Condition. Action. Your practice, automated.
Set once
Rules run without you touching them again
No maintenance. No babysitting. Just results.
“Most practices spend 40% of their week on work that FINYR can automate. That's 2 days back every week.”
“Your competitors are still doing this manually. You don't have to be.”
Tools & Wizards
30+ specialist tools.
Zero extra cost.
Other platforms charge separately for specialist compliance tools. FINYR includes 30+ built-in calculators and advisory tools from day 1. No upgrade required. No surprise invoice.
Before FINYR
Jumping between spreadsheets, standalone calculators, and Excel templates for every advisory task. Hours gone before you've started.
After FINYR
Every tool in 1 place. Open it, enter the numbers, done. Your competitors are still opening 5 tabs.
- ✓
30+ accounting and advisory tools
CGT, Division 7A, retirement planning, loan calculations, and more. All inside FINYR. All included.
- ✓
5 categories
Compliance and Journals. Tax and Year-End. Individuals and Returns. Advisory and Planning. Client Group and Structures.
- ✓
Strategy Wizards
Guided multi-step tools that walk you through complex scenarios — combining multiple calculators into a single workflow. Start with the Director Profit Extraction Wizard.
- ✓
Finnie AI
Ask any question on ATO rulings, thresholds, or deadlines. Get a clear, cited answer in seconds. No more digging through ato.gov.au.
- ✓
Quick-access favourites
Star up to 10 tools for instant 1-click access from anywhere in the app.
30+
Built-in specialist tools
All included from day 1. Nothing to buy separately.
8
Strategy Wizards included
Complex advisory. Simplified into guided steps.
“I used to dread year-end advisory. Now I open the wizard, follow the steps, and I'm done before lunch.”
Early FINYR user, Tax agent, Brisbane
Integrations
Plays well with the tools you already use.
FINYR doesn't ask you to abandon your tech stack. It plugs straight in to the tools Australian accountants already rely on.
Xero & Xero Practice Manager (XPM)
Sync your clients and practice data directly from Xero. Your client list, already there from minute 1.
Add-onGmail & Google Drive
Send emails and store documents without leaving FINYR. Full Google Workspace support built in.
IncludedOutlook & OneDrive
Full Microsoft 365 support for email and document management. Works exactly the way you'd expect.
IncludedSlack & Microsoft Teams
Job updates and notifications straight to your team's channels. Stay in the loop without logging in.
IncludedSettings
Built around how you actually work.
Every setting in FINYR exists to match your practice. Not to force you into a generic workflow.
Custom job statuses
Define the stages that match how your practice actually works. Not a generic template someone else designed.
Email templates
Write once, reuse forever. Dynamic variables pull from job and client data so every email feels personal without any extra effort.
Notification preferences
Choose exactly which events send you an alert and which ones don't. Your inbox stays clean. Your attention stays focused.
Ready to Start
Everything your practice needs.
Nothing you don't.
Other platforms charge per add-on or per seat.
FINYR gives you everything for 1 flat price — built specifically for Australian sole operators and small practices.