FINYR
Job management

Every compliance job, tracked to lodgement.

No portal checks, no copy-paste. Every obligation from ATO becomes a job on your board. FINYR matches it to the client and tracks it from start to lodged.

ATO obligations

BAS Q2 2025-26
Company Tax Return 2025-26
FBT Return 2026

Your jobs

Renee Castellano Design

BAS Q2 2025-26

To doDue 28 Feb 2026

Bayview Construction Pty Ltd

Company Tax Return 2025-26

To doDue 15 May 2026

Halvorsen Family Trust

FBT Return 2026

To doDue 21 May 2026
Before

You used to lose a Saturday to this.

Log in to ATO. Check one client. Check the next. Copy the due dates into a spreadsheet you hope is still right. Every quarter, forever.

Views

See it your way.

A board when you're triaging. A list when you're heads down. Same jobs, either way.

  • Board or list, switch any time.
  • Group by month or job type.
  • Sort on any column.
  • Save the columns you want as default.
List viewBoard view

Not started

BAS Q2 FY26

Ridgeline Constructions

In progress

IAS Nov FY26

Harbour Cafe Pty Ltd

Trust Return FY26

Wilson Family Trust

Completed

Company Tax Return FY26

Bluegum Traders Pty Ltd

Search

Find any job in a second.

Filter by client, status, type, priority or who's on it. Save the views you live in.

  • Filter by everything that matters.
  • Save a view, share it by link.
  • Bring custom fields in as columns.
finyr.app / filters
ClientStatus: Not startedType: BASPriorityAssignee

BAS Q2

Ridgeline Constructions

Not started

BAS Q2

Harbour Cafe Pty Ltd

Not started

BAS Q2

Southbank Motors Pty Ltd

Not started
Automation

When this happens, do that.

Build a rule once. When a status changes, a new job appears, you assign someone or a due date lands, FINYR does the next bit for you.

  • Trigger on a status change, a new job, an assignment or a due date.
  • Then change status, send an email, assign someone, or create a job.
  • Recurring BAS, IAS and FBT on the schedule you set.
  • FINYR logs every run, so you see exactly what fired.
When
Status changes toIn review
Then
Send the client an email
Assign to Priya
Checklists

A checklist on every job.

Each job type brings its own steps, ready to tick. Nothing lives only in your head.

  • Checklist templates per job type.
  • Progress at a glance.
  • Reorder steps to suit your flow.

Company Tax Return FY26

Completed
Reconcile accounts
Prepare draft
Client review
Lodge with ATO
Bulk

Handle a batch in one move.

Select a dozen jobs. Change status, reassign or set due dates in one go.

  • Bulk change status.
  • Bulk reassign.
  • Bulk set due dates.
  • Owner and manager controls.
finyr.app / bulk-actions
3 selected

BAS Q2 FY26

Ridgeline Constructions

BAS Q2 FY26

Harbour Cafe Pty Ltd

BAS Q2 FY26

Southbank Motors Pty Ltd

History

Nothing off the record.

We log every change and keep every note. When someone asks what happened, you just show them.

  • A full activity trail.
  • Notes with @mentions.
  • Client groups keep a family together.
  • We never delete anything.
finyr.app / activity
  1. Status changed to In progress

    Matt, 10:42am

  2. Note added: awaiting client documents

    Sam, yesterday

  3. Checklist item completed: Reconcile

    Matt, yesterday

  4. Job created from ATO obligation

    System, Mon

One board

All your jobs in one clear view.

What's due, what's on, what's done.

finyr.app / jobs
Not started2

Jordan Lee Sole Trading

IAS Jul 2026

Whitfield Unit Trust

BAS Jun 2026

In progress4

Ingrid Halvorsen

ITR 2025-26

Urgent

Pinnacle Rigging Solutions Pty Ltd

CTR 2025-26

Bianca Sorensen Landscaping

ITR 2025-26

Redgum Logistics Pty Ltd

CTR 2025-26

In review2

Renee Castellano Design

BAS Jun 2026

Urgent

Diane Okafor

ITR 2025-26

Completed2

Priya Anand

ITR 2024-25

Anand & Partners

PTR 2024-25

Switching?

Switching doesn't mean starting over.

Bring your clients, jobs and history across. You leave nothing behind.

Your history comes with you

Clients, jobs and notes all move across intact.

Secure by design

Mandatory MFA, encryption and a full audit trail on everything.

No lock-in

Month to month, and your data is always yours to take.

From the field
I used to lose a Saturday to ATO's portal every quarter. Now the jobs are just there.

Name Surname

Sole practitioner, Firm name (placeholder)

Room to grow

Take on more clients, not more hours.

See how much time FINYR gives back across your week. Book a quick demo.