Everything you need
to grow your practice.
Financial advisors and chartered accountants who want to deliver exceptional client experiences choose Fynora. Every feature is built around the realities of running a modern advisory practice.
Secure Client Connection
Bank-grade encryption, two-factor authentication, and SOC 2 compliance keep your clients' data safe at every touchpoint.
Dedicated Document Vault
A secure, encrypted space for tax returns, financial statements, and sensitive documents — accessible anywhere, always organised.
AI Document Assistant
Identifies missing documents automatically and sends personalised reminders, so you spend less time chasing and more time advising.
AI-Powered Summaries
Instant tax position analysis and country-tailored recommendations generated from your clients' documents.
Payments & Invoicing
Collect online payments, issue invoices, and track outstanding balances — all without leaving the platform.
Client Retention Engine
An all-in-one client experience that increases lifetime value and sets you apart from every other advisor in the room.
Get started in minutes,
not months.
Invite Your Clients
Send a secure invitation link. Clients create their account in under 2 minutes.
AI Guides Collection
The AI assistant identifies what's needed and sends personalised reminders automatically.
Review AI Summaries
Instant analysis of each client's tax position with tailored recommendations.
Grow & Retain
Deliver a premium experience that clients remember and recommend.
Simple, transparent
pricing.
Annual plans save 20%. No hidden fees, no surprises.
- Secure client portal
- Document vault
- AI document assistant
- Basic invoicing
- Everything in Starter
- AI-powered summaries
- Payments & invoicing
- Priority support
- Everything in Professional
- Client retention engine
- Custom integrations
- Dedicated account manager
Ready to transform
your practice?
Early access spots are limited. Join the waitlist today and be among the first advisors to experience Fynora.