Spend Less Time on Accounting. More Time Serving Clients.
Finivah brings client books, automated reconciliation, reporting, and AI-assisted workflows into one organized workspace — reducing repetitive work so you can manage more clients, review books faster, and focus your time where your expertise matters most.
WORK FASTER
Reduce Repetitive Accounting Work
Bring client transactions, accounts, invoices, bills, and payments together with AI-assisted categorization and automated reconciliation — reducing repetitive bookkeeping tasks.
RECONCILE
Review With Confidence
Review bank and credit-card activity, identify differences and keep client records aligned before reporting and period-end work.
STAY READY
Keep Client Records Tax-Ready
Maintain organized transactions, reconciliations and financial records throughout the year to reduce cleanup and make tax preparation easier.
From Client Transactions to Reliable Financial Statements
Good client reporting starts with organized accounting records. Finivah connects day-to-day bookkeeping, accounts and reconciliations so your practice can move efficiently from transaction activity to reliable client financial statements.
Manage client transactions and activity
Reconcile bank & credit-card accounts
Manage invoices, bills & payments
Maintain organized client ledgers
ONE WORKSPACE
MULTI-CLIENT Practice Management
READY REPORTING
TAX-READY
Financial Records
BUILT FOR
Accounting Professionals
Built for the Way Accounting Professionals Work
Managing multiple clients shouldn’t mean managing disconnected workflows. Finivah brings client books, reconciliation, accounting, and reporting together so you can keep work organized across your practice.
Expand Your Practice with CFO & Growth. Turn the financial data you already manage into higher-value budgeting, forecasting, cash planning, performance analysis and decision-support services.
CLIENT BOOKS
Organized by Company
RECONCILIATION
Review & Control
GENERAL LEDGER
Organized Accounts
FINANCIAL REPORTS
Ready to Share
TAX-READY RECORDS
Less Year-End Cleanup
CFO & GROWTH
Expand Your Practice
More Clients. Better Visibility. One Accounting Workspace.
Manage client books, reconciliations, reporting and financial workflows from one place. Finivah helps accounting professionals stay organized across their client portfolio while creating room to serve more clients and offer higher-value advisory services.
CLIENT MANAGEMENT Multiple Companies
Keep each client’s books, records and reporting organized separately within one professional workspace.
REVIEW & CONTROL
Cleaner Client Books
Review transactions, reconciliations and financial records before small issues become bigger cleanup projects.
REPORTING
Client-Ready Financials
Prepare clear financial statements and give clients better visibility into how their business is performing.
CFO & GROWTH
Expand Beyond Bookkeeping
Add budgeting, forecasting, cash planning, performance analysis and decision-support services for clients who need more.