FinOS pulls data from Xero, QuickBooks, Sage, Stripe, and Revolut into one intelligence layer — then runs collections, compliance, and advisory autonomously.
One view across all your clients, platforms, and currencies. No more switching between Xero orgs or QuickBooks files — search and analyse everything from a single pane.
AI that chases overdue invoices, reconciles transactions, and preps compliance filings. These aren't dashboards — they're agents that execute work autonomously.
Surface upsell opportunities, flag under-utilised allowances, and draft advisory recommendations automatically. Turn your data into billable advice.
Pre-configured AI agents that run on a schedule — analysing data and executing tasks before you open your laptop.
Credit Control
Drafts chase emails. Escalates to partners. Tracks every follow-up. Recovers cash while you sleep.
Transaction Processing
Reconciles across platforms every 4 hours. Flags anomalies and matches bank feeds before you start work.
Advisory & Growth
Scans each client for tax savings, growth angles, and advisory opportunities you'd miss manually.
Practice Intelligence
Your morning briefing. Client health scores, KPIs, tasks, and insights — delivered before your first coffee.
Semantic search across every client, every platform — one query.
Automated debt chasing with escalation workflows and partner alerts.
Deadline monitoring with proactive agent prep and filing status.
ML-powered anomaly detection, cash-flow forecasting, trend analysis.
Xero, QuickBooks, Sage, FreeAgent, Stripe — one unified layer.
Natural language queries with source citations and deep links.
Join practices that have replaced spreadsheets and manual chasing with autonomous AI agents.