Grow Your Practice.
More Ways to Grow.
Finivah is accounting practice management software designed for accountants, bookkeepers, and tax preparation firms. Manage client books, streamline routine accounting work, collaborate with clients, and explore opportunities to expand into higher-value CFO & Growth services — all from one professional workspace.
More Clients. Less Admin.
Spend less time managing the work. More time growing your practice.
Stop jumping between client files, spreadsheets and disconnected workflows. Manage accounting, reconciliation, reporting and client access from one organized workspace. Keeping your clients’ financial records organized and tax-ready year-round.
Grow Your Practice. Not Your Software Bill.
One workspace for every client.
Manage your client portfolio, collaborate with your team, and handle accounting, reporting and financial workflows from one professional platform.
✓ Multi-client professional workspace
✓ Unlimited practice team members
✓ No client-capacity tiers
✓ Client invitations & access controls
✓ Accounting, reconciliation & reporting
✓ AI-assisted workflows where included
Grow beyond bookkeeping
Expand the services your practice can offer with optional CFO & Growth capabilities for selected clients — including budgeting, forecasting, cash planning, performance analysis, and decision-support tools.
Frequently Asked Questions
Is Finivah Professional designed for accounting firms and bookkeepers?
Yes. Finivah Professional is designed for accountants, bookkeepers, independent tax preparers, and tax preparation firms that want to manage client financial records and collaborate with small-business clients from one professional workspace.
Can tax preparers use Finivah without offering bookkeeping services?
Yes. Tax preparers can use Finivah to collaborate with business clients and access organized financial information throughout the year. They can also explore partnerships with Finivah for clients who need ongoing bookkeeping support, allowing them to focus on tax preparation and client relationships.
Can I invite my existing clients?
Yes. You can bring existing clients into Finivah and manage their accounting, reconciliation, reporting and financial workflows from your Professional workspace.
Can my team collaborate in Finivah?
Yes. Your practice can add team members and work together across client accounts with appropriate access and permissions.
Is there a limit on how many clients I can manage?
Finivah Professional is designed to grow with your practice without client-capacity tiers. Each active client business using Finivah has its own platform subscription.
How much does Finivah Professional cost?
The Finivah Professional Partner workspace is free, with no base subscription or per-seat fees. Each active client company using the platform requires a $79/month subscription, which can be paid by either the practice or the client.
Optional CFO & Growth capabilities are available at exclusive Professional Partner rates. Contact us to learn more about our Partner Program, optional services, and partnership opportunities.
Interested in partnering with Finivah?
Let’s talk about your practice and how you work with your clients.