Every feature built for how UK practices actually work
FinzAI is designed around the realities of accounting practice: multiple clients, multiple team members, governance requirements and the need to be certain before anything reaches your client's books.
Know exactly what the AI extracted — and how sure it is
Confidence Scoring
Every document receives an overall confidence score (0–100%). Each line item carries its own confidence level so your team can prioritise review.
Per-Line Validation States
Each extracted line is marked verified, warning, error, accepted or rejected — with a plain-English reason. No guessing what the AI was uncertain about.
Line Items Always Included
Line-item extraction is included in your subscription. No credit metering, no pay-per-line. Extract as many documents as your practice needs.
A structured review process from extraction to sync
Visual Kanban Board
Five status columns: Extracted, Under Review, Approved, Ready to Sync, Rejected. Drag and drop or use status controls on each document.
Inline Editing
Correct any field or line item directly in the document detail view. Edits validated inline, captured in the audit trail immediately.
Bulk Actions
Approve or reject up to 50 documents in a single action. Efficient for high-volume periods.
A complete, immutable record of every decision
Immutable Audit Trail
Every field edit, approval, rejection and status change recorded — user name, timestamp, old and new value. The trail cannot be altered.
Role-Based Access Control
Four business roles: Partner, Manager, Staff and Client. Each role controls what can be seen, edited, approved and integrated.
GDPR Tools
Data export and deletion requests handled inside FinzAI. Request history tracked. Built for UK GDPR-subject practices.
Connected to the accounting software your practice relies on
QuickBooks Online
OAuth-connected with per-company account mapping. Push approved documents, view push history and sync status per document.
Xero
OAuth Xero integration with account mapping, push history, and built-in rate-limit handling.
Companies House & VT Export
Look up UK companies by registration number, view officers and filing history. Export Ready-to-Sync documents as a VT Transaction+ ZIP.
Built for practices managing multiple clients
Multi-Company Management
Each client has their own pipeline, integration connections and access controls. Switch between clients from a single interface.
Email Ingestion
Inbound email via SES or IMAP (including Microsoft 365 OAuth). Documents routed into the correct client pipeline automatically.
Admin Console
Platform admin: tenant management, user administration (including impersonation for support), and system health monitoring.
See it in your practice
Every feature, demonstrated on your documents
Book a demo and we'll show you the ones most relevant to your practice.
Frequently asked questions
Yes. Invoices, receipts and bank statements all flow through the same Kanban pipeline. Filter by document type, company, date range and status.
Assign each team member a role at invite: Partner, Manager, Staff or Client. Each role gates specific actions — only Partners and Managers can connect integrations or delete rejected documents, for example.
Yes. They are independent channels. Documents from both sources enter the same Kanban pipeline for review.
The audit trail is viewable per document inside FinzAI. Broader export options are on the roadmap. GDPR data subject access requests are handled by the full data export function.
Yes. FinzAI has a full multi-tenant architecture. Each practice operates in complete isolation. A platform admin console manages tenants, users and system health.