The books, and the firm around them.

Add one client in thirty seconds, or connect Xero and bring the book.

Invite the team, allocate the clients, audit who can open what. No per-seat fee.

Full, Ledger or Archived per client. Pay for what each file needs.

One inbox for your practice and every client, routed by Finn, triaged by your team.

One task list across your whole client book, not fifteen separate ones.

Your practice's own prospecting board, built in.

Engagement letters and terms of business, drafted and signed here.

AML evidence, signed letters and IDs, filed and tracked automatically.

Every accepted client becomes an engagement, fee, cost and margin, automatically.

Identity checks recorded, risk assessed by Finn and confirmed by you, monitored on one register.

Groups, tags, custom fields and one timeline per client, on the desk you already use.

One link: proposal, engagement letter, signature, then they're in your book.

Every job across the book, by stage, Finn moving what it can.

Finn chases what's outstanding, on a schedule, until it's answered or it's on your desk.

Invite a client from their row and they land on a home that carries your name.

See who is over and who has room, six months out, with Finn's suggested moves to apply in one click.

Work outstanding, on-time rate, fees under management and what changed this week, on one page.

The fee you typed becomes a real recurring invoice, raised and sent for you.

Type what your team costs once, and margin, profit and effective rate become real per client.

The checklist for every job type, editable per practice, Finn running what it can.

Meeting notes routed into the client's memory, actions and follow-up drafted for you.