The AI co-workerfor Modern, Client-FocusedAccounting Firms
We're transforming how accountants deliver client service — more profitably, more scalably, and fit for the future (goodbye, dinosaurs 🦕).
The intelligent AI co-worker thatbanishes the back office drag
Freeing up your time to do high-value client work, take on more clients, or simply get home earlier. Fineo seamlessly integrates into your current workflow.
Turn Queries into Clarity
From inbox overwhelm to task-ready precision
Your client queries are instantly transformed into clear, actionable tasks — so you never miss a deadline or detail again.
Reclaim Your Time
No more chasing clients
Clients are automatically nudged for documents, which are filed and organised without you lifting a finger. Focus on advisory, not admin.
Build a Savvy Firm
Consistency at scale
Capture your firm's best answers and workflows in one place to ensure fast, consistent responses — even if your team grows, leaves or is on annual leave.
Stop Working IN Your Practice, Start Working ON It
While other firms drown in client emails and manual tasks, you'll be nailing value-add customer service, growing your firm and retaining happy clients
Instant Client Intelligence
Every client query becomes a trackable, prioritised task with full context and history
Smart Inbox Management
AI automatically categorises, summarises, and prioritises your emails by urgency and client value
Proactive Client Care
Automated follow-ups, file requests, and status updates keep clients happy without your intervention
Ready to transform your practice?
Join forward-thinking accounting firms who've already discovered the power of intelligent client automation.
We're solving your deepest dailypain points
The daily struggles every accounting practice knows too well
You're not alone. We've spoken with hundreds of accountants.
That's why we built Fineo — to banish back-office back-and-forth and unlock scalable growth.