For accountants

One Finn for your whole client book.

Ask what needs you this week and Finn answers across every client. Click into one and it narrows to just that company's books.

Start free trialSee how it works

See /for-accountants/pricing

accounts-os.com/practice
Practice FinnLive
What needs me this week?
F2 clients behind on reconciliation, 1 VAT return ready to review.
FFinn checked your whole book in one answer.
New

In short

Practice Finn is the practice-level tier of the AccountsOS AI accountant. When no client is selected, Finn talks to you about your whole portfolio: it aggregates what needs you across every client (deadlines due, clients behind on reconciliation, month-ends ready), lists your clients with a health line each, and can add or migrate a client without leaving the chat. Ask 'what needs me this week?' and it answers across the book. Say 'open Acme' and Finn switches focus to that client's books. It's included in the practice plan: see /for-accountants/pricing.

1
Chat for the whole book
Auto
Cross-client attention
0
Client logins to juggle

Everything it does

Practice-level conversation

  • Ask about the whole book: "what needs me this week?", "which clients have VAT due?", "who's behind on reconciliation?"
  • Finn aggregates the per-client attention engine across every client and ranks it
  • Each item names its client so you know exactly where to act
  • Lives on your Practice Dashboard: it's the first thing you see

Drill into a client

  • Say "open Acme" or click a client and Finn narrows to that company's books
  • Client-level Finn is account-aware: it treats you as a qualified peer, does the work, surfaces only what needs your judgement
  • "Back to practice" returns Finn to the portfolio view
  • The selected-client switch is automatic, no mode toggle to remember

Onboard clients from chat

  • "Add a client called Acme Ltd" creates the client you manage, no client account needed
  • "Migrate my Xero client" creates the company and opens the import so you can drop in the export
  • New clients require confirmation before anything is created
  • A brand-new practice with no clients is greeted by Finn and walked into its first client

Weekly practice digest

  • Once a week Finn reports up: what needs you across the whole book
  • Lands in your Practice Finn thread and by email
  • Stays silent on a genuinely quiet week
  • Loud items only, ranked, named by client

Capabilities at a glance

Practice-level chat that knows your whole client book

Cross-client attention, aggregated and ranked

One-tap drill-in to any client's books

Add a client from chat (you manage the books)

Migrate a client book from chat (creates the company, opens the import)

Account-aware client-level Finn (qualified-peer tone)

Conversational onboarding for new practices

Weekly cross-client digest (in-app + email)

How It Works

1

Land on your practice

Finn greets you on the Practice Dashboard and tells you what needs you across every client this week.

2

Ask across the book

"Which clients have VAT due this month?" Finn answers across the whole portfolio, naming each client.

3

Open a client

"Open Acme" and Finn switches focus to that client's books, where it runs the work and surfaces exceptions.

4

Onboard the next one

"Add a new client" or "migrate my Xero client": Finn sets it up from the chat, after you confirm.

By the numbers

Portfolio
Cross-client view
What needs you across every client, ranked
1-tap
Drill into a client
"Open Acme" switches Finn to that client's books
In chat
Add or migrate clients
Onboard a new client without leaving the conversation

Real-world Use Cases

Monday morning triage

Open the dashboard, ask Finn what needs you this week, and work the ranked cross-client list instead of opening every client file to check.

VAT quarter

"Which clients have VAT due this month?" Finn lists them; open each one in a tap to review and file.

Winning a new client

"Migrate my new Xero client, Beta Trading." Finn creates the company and opens the import for the export.

First day on AccountsOS

A new practice with zero clients is greeted by Finn and walked into adding or migrating its first client, conversationally.

Why founders pick this over the spreadsheet

Stop opening every client file to find out what needs you

One conversation for the whole practice, not one per client

Drill into a client and back without losing your place

Onboard clients without leaving the chat

A weekly read on the whole book, pushed to you

Frequently Asked Questions

What is Practice Finn?

It's the practice-level tier of the AccountsOS AI accountant. When no client is selected, Finn talks to you about your whole client book: what needs you across every client, your client list with a health line each, and adding or migrating clients from chat. Select a client and Finn narrows to that company's books.

How does Finn know what needs me across all my clients?

AccountsOS already runs an attention engine per company (deadlines, reconciliation, month-end, missing statements). Practice Finn runs that across every client in your book, tags each item with its client, and ranks them so the urgent things surface first.

How do I move from the practice view into one client?

Say "open Acme" (or click the client) and Finn switches focus to that client's books. "Back to practice" returns you to the portfolio view. The switch is automatic: there's no separate mode to toggle.

Can I add or migrate a client without leaving the chat?

Yes. "Add a client called Acme Ltd" creates a client you manage. "Migrate my Xero client" creates the company and opens the import so you can drop in the export. Both ask you to confirm before anything is created.

Does my client need an account?

No. For clients you manage, Finn creates the company under your practice and you run the books. The client doesn't need to log in or do anything. You can still invite clients who want their own access.

Is it included in the price?

Yes: Practice Finn is part of the practice plan. Practice pricing is per live client (£12 + VAT a month each, with automatic volume discounts as your book grows) plus £1.50 + VAT a month for dormant ledger files. There is no practice minimum, so you can start with a single pilot client. See /for-accountants/pricing for the calculator.

Explore more of AccountsOS

Practitioner Tools

Built so accounting practices can run client books too.

Ask Finn (AI Chat)

Talk to your books. Ask anything. Finn does the work.

Deadlines & Compliance

Never miss a filing again: even ones you didn't know about.

Bank Reconciliation

Your bank feed teaches itself. The same payee never gets manually categorised twice.

Ready to try Practice Finn?

Set up in minutes. Finn works in the background on your books, wherever you're based.

Get Started Free

Included in the practice plan: see /for-accountants/pricing.

Free for 14 days, no credit card, cancel anytime