Finetica

The Next Era of Accounting Automation

Simple, automated, and the accountant stays in control

Finetica is a clear, simple tool for workpapers, built for Australian accounting practices. It builds them from Xero, the ATO and the client's documents: the integrations do the repetitive part, and every figure can be changed by hand where the answer is not straightforward.

Book a walkthrough See the applications

Fully integrated with Xero and the ATO · Hosted in Australia

  • Xero connected
  • ATO connected
  • Australian data hosting
  • Multi-factor authentication
  • Full audit trail

Applications

The Finetica applications

Seven applications for the accounting practice. Compliance — Entities is available now; the others are coming soon.

  • Application 02

    Compliance — Individuals

    Tax return workpapers and individual-specific reconciliations.

  • Application 03

    Practice Management

    Practice control across client obligations, ATO status and debt.

  • Application 04

    AI Review Tool

    Independent file review with completeness and risk findings, and a release gate.

  • Application 05

    CRM Suite

    Client information and document collection, job workflow and timesheets.

  • Application 06

    The Buddy Family

    Client bookkeeping, categorised P&L and BAS.

  • Application 07

    Tax Planner

    Pre-30 June advisory: project each family group's tax position and record plans while there is still time to act.

Why practices move to Finetica

Less preparation. More review.

Compliance work is repetitive by design. Finetica does the repetitive part so your team spends its time on judgement, not assembly.

Workpapers that build themselves

Balances, schedules and reconciling items are assembled from the ledger the moment a job opens — so the file starts complete instead of blank.

Checks that never get skipped

Every module applies the same tests every time and flags what does not reconcile, so nothing depends on which staff member picked up the job.

Exceptions, not spreadsheets

Variances, unmatched items and out-of-threshold movements surface at the top of the paper. Reviewers read the exceptions, not the whole schedule.

A file that stands up to review

Notes, queries, source documents and a full change history stay attached to the workpaper, ready for review, sign-off and any later question.

How it works

Three steps, one file

Connect the client

Link the ledger and the practice's ATO channel once. Entities, chart of accounts and balances flow through — no exports, no re-keying.

Generate the file

Choose the year and Finetica builds the workpapers the entity actually needs, populated and cross-referenced, with source documents read and matched.

Review and sign off

Work the exceptions, raise queries to the client, add your conclusions, and sign off with the evidence trail already in place.

Connected sources Live
  • Xero — ledger, contacts, assetsConnected
  • ATO — activity statement accountConnected
  • Uploaded statements & documentsRead

Integrations

Fully integrated with Xero and the ATO

Finetica connects directly to Xero and, through your practice's existing ATO authorisation, to the ATO. Ledger data and ATO account information arrive in the workpaper automatically — nothing is exported, re-keyed or reconciled by hand.

  • Your authority, your data. Finetica works within the authorisations your practice already holds for each client.
  • Always reconciled to source. Every figure in a workpaper traces back to the ledger, the ATO account or an attached document.
  • Documents read for you. Statements and invoices you upload are read and matched into the schedule they belong to.

Built for practice

Secure by default, controlled by you

Finetica holds client financial information, so the platform is built to the standard that requires: multi-factor authentication, role-based access for every staff member, encrypted connections, and an activity log of who did what and when.

  • Hosted in Australia. Customer data is stored on Australian infrastructure.
  • Roles that match your firm. Partner, manager, staff, view-only and external guest access.
  • Auditable. Workpaper history, notes and sign-offs are retained with the file.

MFA

Authenticator app, SMS or email.

Roles

Access scoped per user and client.

Trace

Every figure back to its source.

History

Full change and sign-off record.

See it on one of your own files

Bring a client you know well. We will walk you through how Finetica builds the file, where the exceptions surface, and what your review looks like afterwards.

Book a walkthrough Email us