Start of day
The morning message that names the three things to do first. Three things to do first.
Everyone on the team gets their own briefing, scoped to their allocated clients: what Finn handled while you were away, what's blocked, what's due, and the three items to open first. Delivered by email, WhatsApp, or straight into the practice's Finn thread, whichever they'd rather have.
Scoped to each person's own book, not the whole practice.
Morning briefing on AccountsOS: One morning message per person: what's handled, blocked, and due.
AccountsOS · Pick where it lands
How it works
How it works
Finn works continuously
Reconciliation, drafts, register checks, all run before anyone's at a desk. The briefing reports what actually happened, never invented activity.
One message, three things
Overdue first, then blocked, then due soon. The rest is there if wanted, but the top three are named plainly.
Scoped to the person
A staff member sees only their allocated clients. An owner or admin sees the whole book. Nobody reads a briefing full of clients that aren't theirs.
Wherever they'd rather have it
Email, WhatsApp, or posted straight into the practice's own Finn thread. Set once per person, changed any time.
- What Finn handled while you were away, named, never a vague 'all sorted'
- What's blocked and needs a decision, ranked ahead of what's merely due
- What's due soon across jobs, deadlines and open tasks
- The batch prep digest folds in when a run finished since the last briefing
- Delivery channel and time are per person: email, WhatsApp, or the practice dock
FAQ
The questions accountants ask first
Does the briefing use an AI model to write it?
Will a staff member see other people's clients?
Can I choose when it arrives?
What if nothing needs me that day?
Can I turn it off?
Put Morning briefing to work
30-day free trial, then priced per live client. No minimum.
See every feature on the features page.