Coordinated accounting services with your review.
Finney coordinates client onboarding, close, reconciliations, workpapers, and scheduled reporting using your firm's standards. Your professionals review the work, own client relationships, and sign off for each client.
Your responsible professional validates sources, assumptions, and exceptions, requests changes, and signs off. The examples below describe recorded work, not a guarantee for a new deployment. Recorded examples describe the workflow. Actual permissions, executor identity, approvals, sending controls, client-specific validation, elapsed time, and production behavior require configuration and verification. Your responsible professional reviews and approves the work.
Explore related workflowsWhat Finney delivers for you
Say the objective: "Onboard this new client to our standard setup and start the close." Finney runs your onboarding checklist: it stands up the client team, builds the folder structure, writes the setup, verifies it, and reports back. Then its team runs the recurring work, close, reconciliations, and reporting, each to your firm's standard. A reviewer modeled on your standards checks each client’s work against the agreed requirements. Your engagement lead validates the work before sign-off. You review and sign off per client, and give clients a self-service view for their own questions. Your firm's name and your firm's standard stay on every set of books.
The inventory records a five-phase onboarding checklist: create the client team, build the folder structure, write the setup, verify, and report. A separate template-based example records two client teams. Your firm checks each client's access, setup, workpapers, and reporting before approval. These records support reusable onboarding materials, not a capacity guarantee or verified client-isolation claim.
finney.finance use-case library: "Repeatable Client Onboarding Checklist", "One-Click Engagement Team".
Explore another role or specialty
Put Finney to work for your firm
Start with a 14-day Desktop trial, with no card required, or discuss a deployment for your team.