The client care assistant that triages your inbox
You can't clone yourself. But you can give every client the attention they deserve.
But right now, your inbox gets in the way.
Your team spends hours every day on routine client communication:
Important work, but repetitive.
And during busy season, it becomes impossible to stay on top of.
That's when replies slow down.
That's when things slip.
It doesn't have to be this way.
Fineo learns every client.
Fineo helps your accounting team stay on top of communication, without adding another tool to manage.
Inbox triage built for accounting workflows
Fineo reads incoming emails and organises them instantly:
No more sorting through everything yourself.
Urgent: VAT return deadline tomorrow, missing receipts
Re: Year-end accounts, can we push the meeting?
New client onboarding docs attached
Corporation tax: still waiting on bank statements
Sarah Collins
10:32 AM
Urgent: VAT return deadline tomorrow, missing receipts
Hi, I realised I haven't sent over the fuel receipts for Q4. Can you still include them if I send them today? I also wasn't sure if you needed the mileage log separately.
Hi Sarah,
Thanks for flagging this. No worries, if you can send over the fuel receipts by end of day tomorrow, we'll still have time to include them in the Q4 return.
The mileage log can be sent separately, that's fine.
Best regards,
James, Murphy & Partners
Replies drafted in your tone
Fineo prepares ready-to-send responses based on how your firm normally communicates.
Less time on the work that doesn't.
Proactive client signals
Fineo highlights when something needs attention:
Your team sees it first.
2
Deadlines approaching
1
Unanswered
3
Docs outstanding
Sarah Collins: VAT return due in 2 days, missing receipts still outstanding.
Kevin Doyle asked about corporation tax bank statements. No reply sent.
Rachel Murphy: engagement letter sent 5 days ago, not yet returned.
See what your mornings could look like.
15 minutes. No commitment. We'll show you your inbox, triaged.
Fineo learns every client so no one falls through the cracks — even during busy season.
Every conversation adds to your firm's shared memory.
Instead of searching old emails or asking colleagues, your team knows:
Sarah Collins
Collins & Co · VAT Returns, Payroll
Full conversation history, always at hand.
Open items surfaced, nothing buried.
Patterns learned across every interaction.
Your firm stops relying on who remembers the client.
Fineo remembers.
Getting started is the easy part
No onboarding calls. No migrations. Just connect and go.
Connect your inbox
Gmail, Outlook, or both. One click. No migrations, no new tools.
Fineo learns your firm
It reads your emails, learns your tone, and starts building client memory.
Start your day ahead
Triaged inbox. Draft replies waiting. Nothing slipping through.
If your firm runs on client emails, we built this for you.
Fineo works best for firms that:
Handle tax, accounts, and payroll for 100+ clients
Share inboxes across the team
Lose track of things during busy season
Want faster, consistent client responses
No migrations.
No workflow rebuild.
No per-seat fees. One price, your whole team included.
Just connect your inbox and Fineo works alongside your team from day one.
Your client data is safe with us
Accounting firms trust us with sensitive data. We take that seriously.
Encrypted by default
All data is encrypted in transit and at rest. Your client communications never leave a secure environment.
No training on your data
Your emails and client information are never used to train AI models. Your data stays yours.
Secure inbox connection
Fineo connects to Gmail and Outlook through OAuth. We never access your email password, only the permissions you grant. Disconnect anytime and access is revoked instantly.
GDPR compliant
All servers and AI processing are located in the EU. Your client data never leaves the EU. Ever.
Give every client the
attention they deserve.
Start with one inbox and see the difference in the first week.