Solution · Accountants

For the practice running fifty client ledgers.

Accountant seats are free and unlimited — one login across every client group you look after. Your clients code and approve their own invoices; you get a clean, reconciled ledger without the month-end chase.

Practice

One login. Every client.

Finio is built the way practices actually work — many clients, many Xero orgs, one person holding it together.

Free, unlimited seats

Every accountant on your team, across every client. Seats are never the reason you can't see something.

Switch clients instantly

Move between client groups without re-authenticating into a different Xero org each time.

Standardised coding

Build your practice's chart mapping once, then apply it to each new client on setup.

Client-side capture

Clients send invoices to their own entity inbox. The coding is done before it reaches you.

Query in context

Raise a question against a line, not in an email thread. The answer stays attached to the invoice.

Onboard in a day

New client live inside a day — chart mapping, approval rules and entity inboxes configured with you.

Month-end

Stop chasing clients for paperwork.

The work that eats your first week — missing invoices, unexplained balances, intercompany that doesn't agree — is done continuously instead of in a scramble.

  • Nothing goes missing. Every invoice arrives through a tracked channel, so the gap list is visible all month, not on day three.
  • Intercompany already agrees. Cross-charges post to both sides as they happen — no reconciling schedules at close.
  • Statements matched daily. Supplier statements reconcile line by line against the live ledger.
  • Audit trail on tap. Who coded it, who approved it, when — exportable when the questions come.
  • Add the heavy lifting. Prepayments, accruals, fixed assets and control account recs are available as add-ons if you'd rather hand them over.

Your clients

Better records, less back-and-forth.

For them

They stop keying invoices.

Capture and coding happen on the way in, so your client's team spends its time on exceptions.

For you

You stop correcting them.

Coding rules you set hold across every invoice, so fewer journals land on your desk.

For both

One version of the numbers.

Xero stays the source of truth. You and the client are looking at the same live ledger.

Book a demo

Bring your whole client list.

Thirty minutes. We'll set up one client group live and you can judge it from there.