Built for CPAs & bookkeepers
Spend your time advising, not re-keying.
FinXteam AI handles cleanup, categorization, reconciliation, and workpaper prep so you can focus on review and advisory. It prepares review-ready outputs; you approve the books and filings and lead the conversations that actually move your clients' businesses forward.
CPA Portal access is free when your client is on Growth or Scale.
Your clients · 12 active
Bloom Studio
Books current
Rivera Contracting
2 proposals pending
GreenLeaf Catering
Q2 sales tax due Aug 15
Apex Labs
Year-end ready
The life of a transaction
From your inbox to booked — in four moves.
What used to be a re-keying job is now a review job. Here's the whole journey, start to finish.
You forward a receipt
Snap it, email it, or drop it in. No data entry.
The brain reads it
OCR + Claude extract vendor, amount, and intent — then decide who acts.
Routed to specialists
Six operational agents act in parallel — books, recon, tax, statements, accruals, close.
Booked — awaiting approval
Every write lands in your approval queue with a full, auditable trail.
The CPA Portal
Everything you need to review— nothing you don't.
The CPA Portal is a dedicated view into your client's books. Read-only by default, with the tools to propose adjustments and pull tax packages when you need to.
Read-only client access
Your clients invite you to the portal. You see their full ledger, statements, and tax packages — no logins to manage, no files to email.
Review threads
Comment on any transaction, proposal, or statement. Tag your client; they reply in the portal. No more "what was this charge?" email chains.
One-click tax package
M-1 worksheet, depreciation schedules, 1099s, fixed-asset register, audit pack — bundled and exportable from any client at year-end.
Member activity dashboard
For multi-client firms: a single view showing which clients need attention, which proposals are pending, which deadlines are coming.
Full audit trail
7-year retention of every change to every entry — who, when, why. Reviewable on demand for any audit or due diligence.
Real-time books
No "we'll have it by Friday." The books are continuously closed. When you log in, the statements are current as of the last transaction.
Time reallocation
What changes when FinXteam AI is in the loop
The mechanical work moves off your desk. The judgment work stays.
Most firms we work with see 40–60% of their hours shift from compliance to advisory within the first quarter.
For accounting firms
Bring your whole book of business.
Firm plans include white-glove migration for every client, a dedicated customer engineer, training for your staff, and volume pricing on client subscriptions. Talk to us about your roster — we'll quote it together.
FAQ
CPA-specific questions
Is the CPA Portal free?+
Yes. Your client pays for their FinXteam AI subscription; CPA Portal access is included on Growth and Scale plans at no additional charge to the client or to you.
How do I get added to a client's books?+
The client invites you from their FinXteam AI settings. You confirm via email, set up SSO (or password + 2FA), and you're in. Average setup is under five minutes.
Can I propose adjustments?+
Yes — same proposal queue your clients see. You draft an adjustment with reasoning; they approve. Or set an auto-approve policy for specific adjustment types you handle.
What if my client has multiple entities?+
FinXteam AI supports multi-entity consolidation natively, with intercompany elimination and FX translation. You see consolidated statements + per-entity drill-downs in one portal view.
Can I see all my clients in one place?+
Yes. The Member Activity dashboard rolls up every client you have portal access to. Filter by deadline, by pending approvals, or by clients with risk findings.
Your time is worth more than data entry.
Set up your firm account, add a pilot client, and see what advisory-first practice feels like.