For accounting practices
One platform. Three modules. Built as practices need them.
Finn prepares. Your team reviews and signs. The books and Practice management are live. Growth already covers prospects, proposals, and onboarding into the books, with more of that stack coming.
The books
LiveFinn runs the client ledgers continuously. Your team clears exceptions and signs. Scope a file as Practice or Ledger.
Practice management
LiveDesk, jobs, team, capacity, economics, AML, portal. Run the firm beside the books, or keep the PM tools you already have.
Growth
Partial live · more comingProspects, proposals, and onboarding into the books. Win the work, then land it cleanly.
AccountsOS for practices
The books · Practice management · Growth
One platform. Add the modules your firm actually needs.
The books
Finn runs the client ledgers continuously. Your team clears exceptions and signs. Scope a file as Practice or Ledger.
Practice management
Desk, jobs, team, capacity, economics, AML, portal. Run the firm beside the books, or keep the PM tools you already have.
Growth
Prospects, proposals, and onboarding into the books. Win the work, then land it cleanly.
Ledger here means the dormant / low-activity pricing scope, not a module name. The books module is never marketed as Ledger.
Live now
What is shipped and working
The books
- Client ledgers and month-end close
- VAT returns and annual accounts prepared
- Receipt capture and categorisation
- Reconciliation with Finn
- Document intelligence and linking
Practice management
- Practice desk with exceptions queue
- Team and client allocation
- Scope and fee per client
- Economics and margin tracking
- Batch prep (VAT, accounts, CS diffs)
Growth
- Prospects: stages Lead → Qualified → Proposal → Won → Lost
- Proposals and engagement letters
- Onboarding pack
Growth is not sold as a finished third module yet. What is live: prospects stages (Lead → Qualified → Proposal → Won → Lost), proposals and engagement letters, and the onboarding pack.
Coming
On the build list
Dates move with demand. We ship what practices actually need, not what a roadmap said in January.
- Chasing on autopilot
- Meetings
- Finn rules
- Review packs
- Tax layer
Growth: from prospect to books
Six steps from first contact to working client file. Finn helps at each stage, but the human stays in the loop.
Prospect
01Lead lands via the website, a referral, or you add them by name.
Qualify
02Finn asks the discovery questions. You see the answers and the fit.
Outreach drafts
03Finn drafts the follow-up. You edit and send. The human stays in the loop.
Proposal
04Scope, fee, and engagement letter prepared for your review.
Onboard
05New client pack: what you need from them, and what they get from you.
Into the books
06Client moves to the practice desk, with their first period ready to work.
Into your practice
A platform that keeps growing with the firm
The books and Practice management are live. Growth is coming into focus. We ship what practices need, in the order they need it.