For accountants and bookkeepers
Partner with Finio.
Multi-company clients are the least profitable work in most Xero practices — the AP and month-end load does not scale. Partnering with Finio takes that load off every group client you look after, and the practice gets the tools free.
Partner benefits
What the practice gets.
A free Finio dashboard
The practice's own view across every client on Finio — every seat included, never charged. Invite your colleagues, add a client, connect their Xero, and switch features on per client from the same screen.
Run their people, or don't
A client can be set up fully managed, where your firm holds their users, or left to run its own team with you across the top. The choice is per client and it can change.
Faster reconciliations
Supplier statements matched line by line against each client's live ledger, before anyone sits down to them.
Faster bookkeeping
Invoices arrive coded line by line, so your team clears exceptions instead of keying documents.
One view of the book
Which clients are behind on capture, which have unreconciled statements, which will be a problem in the last week of the month — visible before it happens.
Nothing to configure per client
Connect a client's Xero and it runs. No supplier mapping and no rules session, so the rollout pace is yours, not a setup project's.
Queries settled on the day
Site staff photograph delivery notes as they land, so gaps are chased in-month — not discovered at close.
Worth saying early
It depends how you bill.
This works if you bill fixed fee or retainer
The hours it saves become your margin. You bill the client exactly as you do today and the difference sits inside your number rather than on their invoice.
It does not if you bill by the hour
We would be cutting your revenue, and no terms we could offer would make that up. We would rather say so now than three months into a rollout.
How it starts
One client, then as many as you like.
Partner terms are straightforward, and we share them on the first call — priced around your book rather than published as one number that fits nobody.
- 01A conversationTwenty minutes on how you bill your multi-company clients and what their site structure looks like. We walk you through the partner terms on that call — and if it is not a fit we will tell you there.
- 02One client, livePick your messiest group. Read access to their ledger is all we need to get it running.
- 03Roll out at your paceClient by client, in whatever order suits you. Because there is nothing to configure, the pace is set by you rather than by us.
Practice access opens in order. Put your firm in it.
We are taking practices on a few at a time, so the first client is set up properly rather than queued behind a hundred others. Leave an address and we will come to you with terms and a date.