For bookkeepers and accountants
Every client in one practice portal.
FinBaze does the first pass on every client: posting bills, matching bank payments and preparing the VAT return. Your team reviews the exceptions and files from one list.
Practice overview · 42 clients
Harbour Coffee Ltd
VAT readyNorth Studio
3 to reviewPatel Electrical
VAT readyThe Corner Bakery
Receipt missingEvans Haulage Ltd
VAT ready
North Studio
Client opened
How your quarter runs
From loose receipts to filed VAT returns
One way of working for every client. FinBaze does the groundwork; your team keeps control.
Practice inbox · 128 documents
- Harbour Coffee LtdReceipt missing
- North StudioReceipt missing
- Patel ElectricalReceipt missing
- The Corner BakeryReceipt missing
Your clients
Your clients don't have to learn bookkeeping
They get one invitation in your branding. After that, sending you paperwork is a photo, a forwarded email or a reply to your request.
- Branded onboarding: company details, bank feed and HMRC authorisation in one link
- Bills forwarded to an address on your own domain
- Receipts snapped in the iOS and Android app
- 1Branded onboarding: company details, bank feed and HMRC authorisation in one link
- 2Bills forwarded to an address on your own domain
- 3Receipts snapped in the iOS and Android app
Control and quality
The AI prepares. Your practice signs off.
Nothing goes to HMRC until someone on your team presses submit. And you can always see who did what, person or AI.
Review mode
New suppliers and uncertain postings wait for a person. Only suppliers you trust post on their own.
Explanations
Every suggestion shows why: earlier postings, the learned rule and how confident FinBaze is.
Roles
Partner, senior, junior, payroll specialist and client manager. Everyone sees and does only what their role allows.
Audit log
Every change the AI makes is logged with its time and source, so your working papers and quality reviews always stand up.
Audit log · all clients · today
- FinBaze AI · Posting suggested · Harbour Coffee Ltd · 09:12
- M. Hughes (senior) · Approved · Harbour Coffee Ltd · 09:31
- FinBaze AI · Payment matched · Evans Haulage Ltd · 09:40
- S. Khan (junior) · Account changed · North Studio · 10:05
What it costs
A fixed fee per client, and you set your own price
Every client gets the full FinBaze product, AI included. Weigh that against one hour of a team member's time per client per month. Bill your clients from FinBaze by package, by the hour or per transaction, and your margin sits next to the books you manage. Prices exclude VAT.
See full practice pricingGetting started
Move at your own pace, one quarter at a time
You don't need a migration weekend. Start with a handful of clients and bring the rest across when their quarter closes.
Schedule a meeting
See the practice portal with clients like yours and decide whether it fits.
30 min
Set up your practice
Add your team and roles, your branding and email domain, and link your HMRC agent services account once.
Day 1
Invite your first clients
Each client gets a branded link to add their details, connect their bank and accept your HMRC authorisation request.
Week 1
Bring the rest across
Move each remaining client when their VAT period closes, so nobody's quarter is split.
At quarter end
Questions practices ask us
Something else? Get in touchSee your own practice in FinBaze
In 30 minutes the founder walks you through the practice portal with clients like yours, and we work out together what it costs per client.