For accounting firms and partners
Run every client’s books from one console, with a revenue share on each client you bring
Built for the firms that choose their clients’ software.
One firm can be thirty to eight hundred client logos. Fintra is the platform you standardise on, and the terms and the evidence make it pay.
One console, every client
Each client is its own governed entity with its own ledger and access, and your firm works across all of them from one login. Standardized charts of accounts, close checklists, and reports mean junior staff ramp faster and partners review more clients per day.
The step before the ERP
Fintra is the SMB and early-stage tier that precedes NetSuite or Workday. We take a client from spreadsheets to governed books and hand off cleanly when they outgrow us, so we grow your book without competing with your ERP-implementation practice.
Evidence feeds your attestation revenue
Every governed action produces hash-chained, control-mapped evidence. Fintra Trust hands your team an audit-ready readiness trail, so the firm issues the SOC 2 or attestation: Fintra feeds that practice, it never tries to replace it.
Referral and revenue share
Earn a referral and revenue share on the clients you bring, with free partner seats for your staff across every client you manage. You choose the client stack; we make picking Fintra pay.
Every client in one login, set up the same way.
The console runs today: per-client governed books, standardized close and reporting, a practice roll-up of what needs attention across the roster, and a per-client evidence trail your team works from one place.
- Per-client books, one login
- Each client is its own entity with its own ledger, chart of accounts, and role-based access, and the firm works across the whole roster from one console. Onboard a new client and it inherits your standard setup on day one, not after a month of configuration.
- Standardized close & reporting
- The same close checklist, statements, and report pack apply to every client, so a reviewer reads the fortieth client the same way as the first. Consistency is built in, not enforced by a checklist and hope, and AI drafts categorizations and reconciliations for your team to approve.
- Evidence trail per client
- Every governed action on every client is hash-chained and mapped to the controls it satisfies, so review, year-end, and a client’s audit each start from a recomputable evidence trail rather than a reconstruction. Your firm proves its work as a by-product of doing it.
- Roll-ups across entities and clients
- Consolidate a client’s entities into one P&L and balance sheet, with intercompany eliminations from rules, minority interest, and currency translation. Across your practice, the firm command center rolls up what needs attention on every client, such as open and late requests, closes, and engagements.
A referral and revenue share on every client you bring.
Your firm earns a share of the subscription revenue on the clients you bring to Fintra, at the rate set in your partner agreement, and your staff use Fintra at no cost across the clients you manage.
- Referral & revenue share
- Bring a client onto Fintra and earn an ongoing share of their subscription: a real revenue line on work your firm already does. Free partner seats for your staff across every client account you manage, so the program adds margin without adding cost.
- You own the client, always
- Your clients remain yours. Fintra never markets to them directly or routes them to another firm, and if you leave the program their data is exportable at any time. We are the platform your firm runs clients on, not a competitor for them.
Trust produces the evidence your SOC 2 and attestation work needs.
Because Fintra owns the books and the approval record for every payment, it can govern the actions that touch them and record the evidence. Your firm issues the attestation; Fintra makes the engagement faster and cleaner and never replaces your audit work.
- Control evidence, generated as work happens
- Because Fintra holds the books and the approvals in front of payments, it can govern the actions that touch them, and record each one as hash-chained, control-mapped evidence. Your team gets a live evidence room instead of chasing screenshots across a client’s tools.
- Controls mapped to SOC 2, as evidence
- Fintra Trust maps controls to SOC 2 and the other frameworks listed on its frameworks page, as evidence relevant to each, with documentation on request. That is evidence relevant to SOC 2, not a SOC 2 report or a certification, and it hands your assessors a clean, recomputable trail.
- The firm issues the attestation
- A formal SOC 2 or attestation is issued by your firm or an independent auditor, never by Fintra. We generate the evidence that makes the engagement faster and cleaner, so the platform feeds your attestation and advisory revenue rather than competing with it.
- A complement to your audit practice
- Fintra decides and proves on every action wired into its governance, and the functions Agent Fence covers, such as recording a bill payment or changing a vendor’s bank details, will not run without its authorization. It is the evidence engine beneath your professional judgment, not a replacement for the review, testing, and sign-off your firm is paid for.
Fintra is the step before NetSuite or Workday, and hands clients to your ERP practice when they outgrow it.
Fintra is the SMB and early-stage tier that precedes NetSuite or Workday. We take a client from spreadsheets to governed books and hand off cleanly when they outgrow us, so we grow your book without competing with your ERP-implementation practice.
Spreadsheets & QuickBooks
An early-stage or SMB client on spreadsheets, QuickBooks, or Xero. Your firm migrates them onto Fintra with chart-of-accounts mapping and a parallel-run period, and they get governed books, FP&A, and evidence from day one. Their payroll provider keeps running payroll: Fintra Payroll is coming soon.
Fintra: the governed SMB tier
The client scales on Fintra: real double-entry books, ASC 606 revenue, FP&A, equity and stock comp, compliance evidence, and AI doing the routine work with your team approving anything that moves money. This is where Fintra is strongest today.
Hand-off to the ERP
When a client truly outgrows the SMB tier and needs NetSuite or Workday, Fintra is a clean feeder: the books and evidence are portable, and your firm keeps the relationship and leads the ERP work. We do not fight your enterprise-implementation practice; we grow the pipeline into it.
Questions firms ask
Does Fintra compete with our audit or attestation work?
No. Fintra generates auditable control evidence; your firm issues the SOC 2, review, or attestation. The platform makes those engagements faster and cleaner by handing your assessors a recomputable evidence trail, so it feeds your attestation and advisory revenue rather than competing with it. See the Trust Center
What if a client outgrows Fintra and needs NetSuite or Workday?
That is the design. Fintra is the SMB and early-stage tier that precedes the ERP. When a client outgrows it, their books and evidence are fully portable, and your firm keeps the relationship and leads the ERP implementation. We are a feeder into that work, not a competitor for it.
What does the multi-client console include?
Per-client books under one login, standardized close and reporting, a per-client evidence trail, consolidation of a client’s entities with intercompany eliminations, and a firm command center that rolls up what needs attention across every client.
How do the partner economics work?
A referral and revenue share on the clients you bring, with free partner seats for your staff across every client you manage. Current rates are confirmed in your partner agreement. Compare with the partner program
How is client financial data secured?
Client data is encrypted in transit and at rest, access is role-based, each API request is logged with who made it and when, and Agent Fence decides on bill payments, vendor bank changes and role changes before they happen. Our controls are mapped to SOC 2 as evidence relevant to it, with documentation on request; we have no SOC 2 report or certification. Read the Trust Center
What to know, plainly
The multi-client console (per-client governed books, one login, standardized close and reporting, a practice roll-up and a per-client evidence trail) runs today, and a client with a group of companies is consolidated with intercompany balances eliminated by rule. The partner program is a referral and revenue share. Trust maps its controls to SOC 2 as evidence relevant to it, with documentation on request and no SOC 2 report or certification. A formal attestation is issued by your firm or an independent auditor, never by Fintra. We are a complement to your audit practice and a feeder into your ERP work, not a replacement for either. In demos, no real money moves.
Bring your client roster onto one console.
Tell us about your firm (outsourced accounting, fractional CFO, or CAS) and we will show you the multi-client console, the partner economics, and the evidence trail on your own clients. We review every application personally.
Prefer to talk first? Contact the team