Service templates

A checklist for VAT, accounts, CT, SA and payroll. Edit it per practice, Finn runs what it can.

Every job type ships with a checklist that already knows which lines are Finn's to check and which are yours to keep. Edit a line, remove one, or add one in plain English, Finn matches it to a real check where it can, otherwise it is a step your team ticks off.

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Nothing to set up on day one. Edit only what you want to change.

Service templates on AccountsOS: The checklist for every job type, editable per practice, Finn running what it can.

The service templates settings page showing a checklist for VAT returns with Finn and Team owner chips and an add line input

How it works

Every job type has a default checklist

VAT returns, annual accounts, Corporation Tax, Self Assessment, payroll and bookkeeping months each ship with a stage list and a checklist, no setup needed to start.

Finn lines run themselves

A checklist line marked Finn is backed by a real check, bank reconciled, opening balances present, the statement agrees, and shows its live pass or fail state on the job.

Add a line in plain English

Type what you want checked and Finn classifies it: matched to a known check it becomes a Finn line, otherwise it is a step your team keeps by hand.

Reset to the default any time

An edited template is your practice's own, the platform default is never lost, revert a type back to it in one action.

One template per job type, seeded from the same stage list the job board uses
A Finn line's detector shows its real pass or fail state on the job, not a static tick
A new checklist line is classified Finn or human the moment you add it, no manual tagging
Every review stage ends on a sign-off line, tied to that period's review pack
Practice-only edits, never shared or leaked to another firm's book

FAQ

The questions accountants ask first

Do I have to configure anything before my first job runs?

No. Every job type has a default checklist and stage list from day one, editing is entirely optional.

How does Finn decide whether a line I add is its job or mine?

A small, fixed matching table checks your wording against a short list of known checks, reconciliation, opening balances, the register agreeing with Companies House, and a few others. A clear match becomes a Finn line, anything else stays a human line, nothing is guessed at.

Can Finn file or sign anything from a checklist line?

No. A Finn line means Finn checks it, filing and signing off stay separate steps a person always does, the same rule the job board and review packs follow.

What happens to jobs already running when I edit a template?

They keep the checklist they were created with. Only a job generated after your edit picks up the new template, so a handover mid-period never changes under someone's feet.

Can different practices see or edit each other's templates?

No, a template edit is scoped to your own practice. Every other firm keeps running the platform default until they edit their own.

Put Service templates to work

30-day free trial, then priced per live client. No minimum.

Add Finn to your practice

See every feature on the features page.