Every client's due work,in one clear view.
FINYR syncs your clients from Xero Practice Manager and matches their ATO obligations onto one board. No more checking XPM, ATO and a spreadsheet.
Two sources. One board.
Xero and ATO have never talked to each other, so you were the connection. FINYR takes that job: it matches every obligation to the client it belongs to and lands it on the board as a dated job.
Xero Practice Manager
Your clients
ATO
Their obligations
Company tax return
Bayview Construction Pty Ltd, due 28 Feb 2027
Every obligation ATO has for you, already here.
No portal checks, no spreadsheet. FINYR pulls each one in and drops it on the board, matched to the client it belongs to, dated before you open it.
Renee Castellano Design
BAS Jun 2026
Jordan Lee Sole Trading
IAS Jun 2026
Ingrid Halvorsen
ITR 2025-26
Bayview Construction Pty Ltd
CTR 2025-26
Pinnacle Rigging Solutions
CTR 2025-26
Anand & Partners
PTR 2025-26
Callum Reyes
ITR 2025-26
Bayview Family Trust
TRT 2025-26
Stop tracking lodgementsfrom memory.
You don't have to remember any of it. Which entity, which lodgement, which quarter. It just sits on the board now.
A family is one client, not five.
FINYR stays in two-way sync with Xero Practice Manager, then rolls a family's entities, jobs and notes into one record you can trust.
Bayview Group
3 entities
Jobs across the group
Bayview Group
4 entities
Contact
3 people
Documents
12 files
Ongoing jobs
6 open
Pinned notes
2 notes
The whole client, one page.
Contact, documents, ongoing jobs, every entity and your pinned notes, together in one record.
In sync with Xero, both ways.
Change a client in FINYR or in Xero Practice Manager, and both stay current.
Find any client in a second.
Search every client, entity and job from one bar.
Bayview Holdings Pty Ltd
Company
Bayview Construction
Company
Bayview Super Fund
SMSF
Sam & Jo Bayview
Individuals
Entity diagram.
Draw how a group's companies, trusts and SMSFs relate, all on one client.
Your mailbox, your drive, your name on it.
Sent from you.
Emails go out from your connected Gmail or Outlook, and replies come back to you, not a noreply address.
- Send from your own mailbox.
- Templates you approve before anything sends.
- Send birthday wishes from your own email.
Stored with you.
Every ATO notice and assessment files itself straight into your own Google Drive or Microsoft 365, against the right client. Nothing to download, nothing to file by hand.
- FINYR files ATO correspondence straight to your Drive.
- It links to the client and job, so you find it in a click.
- No lock-in, your files are always yours.
One change. The next step takes itself.
Build a rule once. When a job moves, FINYR sends the email and creates the follow-up job, so the busywork between steps just stops.
Halvorsen Pty Ltd
BAS Mar 2026
Let automation takethe repetitive work.
No compromises.
Your clients trust you with the most sensitive data they own. So FINYR protects it at every step, from how you sign in to where your files sit.
Two-factor sign in
A passcode and an authenticator, on every sign in.
We never store a full TFN
Masked references only, never the whole number.
Every action in the activity log
A full trail of who did what and when, there to see at a glance.
The spreadsheet is history.
Exporting each client's obligations from ATO and crossing them against a spreadsheet was the worst hour of every quarter. Now it is not yours to do.