Business owners
Limited visibility and scattered records
A repeatable workflow from source records to reports, kept current through the year rather than assembled in a panic at deadline.
Who it’s for
Built for every role in the finance function
Bookkeepers
Repetitive capture and review across many clients
Statement imports, reusable classification rules, multi-company access from one login, and exports — with each client’s books kept entirely separate.
Accountants and finance teams
Incomplete source records and slow report preparation
Structured ledger records, supporting reports and an audit trail, so work a junior captured is work a principal can stand behind.
Payroll administrators
Repeatable processing and reviewed statutory output
Attendance review, payroll periods, custom components, payslips, postings and settlements, with preparation reports for PAYE, UIF and SDL.
A practice can run many client companies from one login, with staff reaching only the clients they are assigned and each company’s books kept entirely separate.
Start with one bank statement.
Create an account, upload a statement, and see the classifications, the ledger and the reports it produces — before deciding whether FIN belongs in your business.