Built for UK & Irish accounting firms
The client care assistant for accounting & bookkeeping firms
Fineo triages your inbox, drafts replies in your firm's tone, and remembers every client. All in one place, built into the inbox you already use.
- EU servers
- No AI training on your data
- Disconnect anytime
Triage. Automatically sorts every client email into VAT, payroll, tax, and year-end.
Drafts. Draft replies that sound like your firm wrote them, ready to send.
Insights. See key client care data so that client care shifts from the back-foot to the forefront.
Client Memory. Remembers every client's full history, so no one has to start from scratch.
10,000+ emails processed every week, by firms like these.
Go from “Has anyone replied to this?” to “Already sent.”
Ever feel like a full-time “chartered email responder”? Rather than a chartered accountant? We’ve felt that pain personally.
Your inbox today
- Spending hours sorting and assigning emails manually.
- Writing the exact same response for ten different clients.
- Status updates pile up, 12 clients waiting to hear back
- Client history is trapped in individual team members' inboxes.
With Fineo
- Every email is sorted by VAT, payroll, tax, and year-end automatically
- Replies drafted and ready before you open the inbox
- Your team spends time on the work that actually needs a person
- Every client's history is remembered, so no one starts from scratch
Less admin. More client care.
Fineo turns hours of inbox admin into minutes, freeing your team for billable, client-facing work.
0 hr
saved daily on average per team member
0x
faster average response time to clients
0
emails are triaged every week across Fineo users
0+
hours saved per week, per practice manager
0x
faster response times for routine client queries
0%
visibility into client communication across your team
I used to spend the first hour of every day just working through the inbox. Now Fineo's already sorted it and drafted half the replies. I'm reviewing, not writing.
During the year-end busy season, Fineo flagged which clients contacted us most frequently. This helped us navigate billing and renewal conversations for the next year. That's the whole reason we adopted it.
Fineo drafts are technical and well-worded. It's like having a technical assistant who speaks in plain English and understands client communication
How Fineo works
Four things happen automatically, from the moment a client email lands to the moment it's handled.
Triage
Fineo sorts client emails by workflow and urgency: VAT returns, payroll, self-assessment, onboarding, and more.
- SMSarah Mitchell09:18VAT return Q2 — missing invoicesFineo: VAT ReturnsCan you still include them if I send them today?
- TOTom O'BrienYesterdayPayroll cut-off this Friday?Fineo: PayrollCan you confirm the deadline for this month's changes?
- PSPriya ShahTueYear-end accounts approvalFineo: Year-End AccountsThe draft accounts are ready — can you confirm you're happy to file?
Your team stops sorting the inbox and starts working from it. Nothing sits unread.
Drafts
Fineo writes a ready-to-send reply for client emails, matching how your firm actually communicates.
Q4 fuel receipts
Fineo: VAT ReturnsHi, I realised I haven't sent over the fuel receipts for Q4. Can you still include them if I send them today? I also wasn't sure if you needed the mileage log separately.
Hi Sarah,
Thanks for flagging this. No worries, if you can send over the fuel receipts by end of day tomorrow, we'll still have time to include them in the Q4 return.
The mileage log can be sent separately, that's fine.
Best regards,
James, Murphy & Partners
Review, tweak, send. Less time writing, more time on the work that actually needs a person.
Insights
Fineo surfaces key client care insights - your average response times, whether you're waiting on clients, and visibility of which clients email you the most.
Email volume
1,123
Response time
1.5h
Waiting on client
4
Frequent people
- AJAlex JordanClient15178
- SMSarah MitchellClient12146
- PSPriya ShahClient11137
- MTMarcus TateInternal784
Your team can see bottlenecks and understand client demand in real time. Client care shifts from the back-foot to the forefront.
Client Memory
Coming soon…Every conversation adds to a client's shared history automatically: past questions, open items, and patterns your team has seen before.
What was asked before
“Can we delay filing until the mileage log comes in?”
“Do I need to register for MTD this quarter?”
What still needs chasing
Fuel receipts for Q4
Awaiting · 3 days
Mileage log
Overdue · 7 days
What usually struggle with
Client sentiment
Anyone on your team can pick up a client's email already knowing the full story. No one has to ask, “Have we dealt with this before?”
Getting started is the easy part
No onboarding calls. No migrations. Just connect and go.
Connect your inbox
One-click connection with Gmail or Outlook. No migrations, no new tools.
Fineo learns your voice
It reads your emails, learns your tone, and starts building client memory.
Start getting time back
Get up to an hour a day back by reviewing and tweaking what Fineo drafts.
Free 7-day trial, Cancel anytime
Your client data is safe with us
Accounting firms trust us with sensitive data. We take that seriously.
Encrypted by default
All data is encrypted in transit and at rest. Your client communications never leave a secure environment.
No training on your data
Your emails and client information are never used to train AI models. Your data stays yours.
Secure inbox connection
Fineo connects to Gmail and Outlook through OAuth. We never access your email password, only the permissions you grant. Disconnect anytime and access is revoked instantly.
GDPR compliant
All servers and AI processing are located in the EU. Your client data never leaves the EU. Ever.
FAQ
Client emails never stop coming in.Most days, your team is already behind before lunch.
Every hour spent chasing documents or answering the same question twice is an hour not spent on the work only your team can do.
Fineo triages the inbox, drafts replies, and remembers every client, so your team starts each day ahead, not behind.
Ready to give your team their mornings back?
No migrations. Cancel anytime.