Set Up in Minutes, Not Weeks
Self-serve, no sales process. Here's exactly how it works.
Sign up as a practice
Create your account and tick "I manage accounts for other businesses". Or switch on Practice Mode later in Settings.
- No sales call required, you can start straight away
- Practice Dashboard switched on from day one
- Invite your team with role-based access when you're ready
Add your client companies
Add each client as a company and upload their bank statements, receipts and invoices. Finn starts categorising immediately.
- Your clients never need to log in
- Import history from Xero, QuickBooks or FreeAgent by CSV
- Finn maps the data to the ledger and flags anything off
Manage from one dashboard
The Practice Dashboard shows every client's deadline health and reconciliation status. Switch into any company for the full books.
- Every deadline across every client in one sorted list
- Ask Finn across your whole portfolio
- Review the exceptions, not every transaction
Bring the rest across
Most practices move clients in batches over a few weeks. There's no rush, and no commitment to do it all at once.
- Monthly rolling, cancel any time
- Email and in-app chat support whenever you need it
- Help centre and short walkthrough videos
We Succeed When Your Practice Succeeds
Ongoing support is included at no extra cost. You're never left on your own.
Email support
Real answers from the team, not a ticket queue
In-app chat
Ask Finn or the team without leaving your dashboard
Help centre
Guides for setup, migration and the common jobs
Walkthrough videos
Short videos for you and any new staff
Common Questions
What if it's not right for us?
Pricing is monthly rolling with no contract, so you can cancel any time. Try it with a client or two before moving your whole book across.
Can we migrate historical data?
Yes. We can import transaction history from Xero, QuickBooks, FreeAgent, and most other accounting software via CSV export.
How long does it take to add a client?
A few minutes. Add the company, upload their statements and receipts, and Finn starts categorising straight away. Bring historical data across by CSV from Xero, QuickBooks or FreeAgent.
Do my clients need to do anything?
No. Your clients never need to log in. You manage everything from your dashboard. If you need us, reach the team by email or in-app chat.
Can we add staff members?
Yes. Invite team members with role-based access, admin for senior accountants or viewer for junior staff, so each person only sees the clients they need.
Ready to Move the First Clients?
Pick a small pilot group and we’ll show how Finn sets up the client books before you move the wider practice.