FINYR
Client management

One family. Five entities. One record.

Your Xero clients stay in sync. FINYR brings the whole family group onto one record: every entity, every note, every document, together.

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Wilson Family Group

4 entities

Individual
Company
Trust
SMSF
The bit that goes wrong

The client rings. You have four seconds.

Which entity is the BAS for. Where the trust deed went. What you promised them in March. Right now that lives in Xero, in your inbox, in a Drive folder, and in your head.

Groups

The whole family, in one view.

Trust, company, SMSF and the people behind them, plus every job across the group. Open one, see them all.

  • Group families and related entities.
  • Every job across the group, in one place.
  • Jump between related clients in a click.
finyr.app / groups

Bayview Group

3 entities

Bayview Construction Pty Ltd

Company

Bayview Family Trust

Trust

Bayview Super Fund

SMSF
Entities

Structured the way your clients are.

Companies, trusts, SMSFs, partnerships and individuals, each with the details that matter.

  • Company, trust, SMSF, partnership, individual and more.
  • ABN and ATO active-client status.
  • Set the BAS cadence per client.
  • We keep the TFN masked, never in full.
finyr.app / client

Anand & Partners

StructurePartnership
ATO clientActive
ABN41 824 753 556
BAS: Quarterly
Xero sync

In sync with Xero Practice Manager.

Edit in Xero Practice Manager or in FINYR. The other side keeps up, so nothing drifts out of date.

  • Two-way sync for the fields you edit.
  • Link or relink a client to Xero any time.
  • A clear alert if Xero disconnects.
Client recordSynced

Xero Practice Manager

FINYR

Name
Wilson Family Trust
Email
accounts@wilsonfamily.com.au
Phone
(07) 5555 0142
ABN
51 824 753 556
Name
Wilson Family Trust
Email
accounts@wilsonfamily.com.au
Phone
(07) 5555 0142
ABN
51 824 753 556
Search

Find any client in a second.

Jump straight to a client from anywhere. Or filter the list and save the view.

  • Jump-to search across clients and groups.
  • Filter and sort the client list.
  • Save the views you use most.
finyr.app / clients

Anand & Partners

ANANDP01

Partnership

Bayview Family Trust

BAYFAM01

Trust

Callum Reyes

CALREY01

Individual
History

Every conversation, still there in a year.

Notes, documents and every change, sitting on the client where you'll look for them.

  • A full activity timeline per client.
  • Notes you can search a year later.
  • Documents linked from your own Drive.
  • Archive and restore. We never destroy anything.
finyr.app / activity

  1. Note added: TFN confirmed with client

    Matt, today

  2. Document linked: Trust deed.pdf

    Sam, yesterday

  3. Entity details updated

    Matt, Mon

  4. Client added to Wilson Family Group

    System, 12 Jun

Import

Bring your whole list across in minutes.

A guided import that maps your columns and flags the errors before anything lands.

  • CSV import with a template.
  • Map your columns, your way.
  • See and fix any error rows first.
finyr.app / import
UploadMap columnsReview

Mapped columns

Column AClient name
Column BEmail
Column CABN
Getting started

Already on Xero? You're halfway there.

Connect Xero Practice Manager and your clients, contacts and groups come across on their own. Not on Xero? Import by CSV instead.

Sync from Xero in a click

Your existing client data comes across automatically.

Secure by design

Mandatory MFA, encryption and a full audit trail.

No lock-in

Month to month, and your data is always yours.

From the field
“My client list finally matches Xero without me touching it.”

Name Surname

Sole practitioner, Firm name (placeholder)

Room to grow

Take on more clients, not more admin.

See how FINYR keeps every client in order. Book a quick demo.

Book a demo